Update No. 321 – Tony
06
Mar
Mar
Update No. 320 – Tony
06
Feb
Feb
Update No. 319 – Tony
03
Jan
Jan
Update No. 318 – Tony
04
Dec
Dec
Update No. 317 – Tony
05
Nov
Nov
Update No. 316 – Tony
04
Oct
Oct
Update No. 315 – Tony
Update No. 314 – Tony
Update No. 313 – Tony
We have decided to consolidate all monthly reporting into the one report. The report is 18 pages this month, so there’s still plenty of content. Future blogs will link the update for the month, all commentary pertinent to the month in question will be contained within the update – Tony
05
Jun
Jun
Given the tough stretch we’ve had in terms of the market price of our holdings, I committed last month to describing a few of the investments we have made that have caused this underperformance and this month I will go through the first of these. We migrated a small holding in Mitula Group (MUA.ASX) into […]
03
May
May
This month we are going to discuss an investment we have made in an unlisted company called Tellus Holdings Ltd. We have been looking for a way to profit from the burgeoning renewable energy market and figure the way that looks to have the greatest potential for long-term profitability is waste storage. Storage of solar […]
04
Apr
Apr
We start with the March sales. We sold our Veris (VRS.ASX) shares this month. Veris is one of the stocks we liked to capture the infrastructure boom currently underway. It was a small investment for us though which generated a respectable return despite imperfect execution. We purchased 1,649,900 shares at an average price of 15.8c, […]
02
Mar
Mar
As mentioned in the Monthly Newsletter February 2018 was the worst month in the short life of the EGP Concentrated Value Fund. It was also the worst month since June 2013 for the history of both funds we’ve operated. As I mentioned in the newsletter, for the most part, although disappointed to have to report short-term […]
01
Feb
Feb
I haven’t prepared a blog relating to a specific EGP investment this month. January has been in part some travel through Spain & Portugal and in the second half, mostly preparation for the upcoming reporting season in February. Instead of writing about a stock, I thought I’d sit at the keyboard and freestyle; let us […]