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29-10-2023, 08:58 PM
#1001
Originally Posted by 777
Actually 10 times that at .03.
I hadn't looked but at $0.003 I was going to load up!!
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30-10-2023, 11:41 AM
#1002
trades today @ .031 . IMO once the interest raising finishes we should be off the bottom here and these warrants offer very good gearing, like wise if the market falls price destruction !
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31-10-2023, 09:42 AM
#1003
How does one find the break down of the investments that BRM holds ?
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31-10-2023, 09:44 AM
#1004
Originally Posted by whatsup
How does one find the break down of the investments that BRM holds ?
https://barramundi.co.nz/investor-ce...olio-holdings/
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31-10-2023, 09:45 AM
#1005
Originally Posted by whatsup
How does one find the break down of the investments that BRM holds ?
https://barramundi.co.nz/investor-ce...olio-holdings/
or for % holdings i think they list them in the monthly reports
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31-10-2023, 09:49 AM
#1006
Company % Holdings
Ansell 1.7%
ANZ Banking Group 2.3%
AUB Group 4.9%
Audinate Group 2.5%
Brambles 4.0%
Carsales 5.6%
Commonwealth Bank 4.4%
Credit Corp 3.9%
CSL 9.5%
Domino's Pizza 4.0%
Fineos Corporation Holdings 2.7%
James Hardies Industries Plc 3.2%
Johns Lyng Group 2.9%
Macquarie Group 4.5%
Nanosonics 1.6%
National Australia Bank 2.9%
NEXTDC 3.6%
oOh! Media 3.0%
PWR Holdings 2.0%
REA Group 4.4%
ResMed 4.8%
SEEK 5.2%
Westpac 1.5%
WiseTech Global 6.4%
Woolworths Group 2.3%
Xero Limited 4.3%
Equity Total 98.1%
Australian cash 0.7%
New Zealand cash 0.3%
Total cash 1.0%
Forward foreign exchange contracts 0.9%
Total 100.0%
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31-10-2023, 10:17 AM
#1007
Originally Posted by percy
Company % Holdings
Ansell 1.7%
ANZ Banking Group 2.3%
AUB Group 4.9%
Audinate Group 2.5%
Brambles 4.0%
Carsales 5.6%
Commonwealth Bank 4.4%
Credit Corp 3.9%
CSL 9.5%
Domino's Pizza 4.0%
Fineos Corporation Holdings 2.7%
James Hardies Industries Plc 3.2%
Johns Lyng Group 2.9%
Macquarie Group 4.5%
Nanosonics 1.6%
National Australia Bank 2.9%
NEXTDC 3.6%
oOh! Media 3.0%
PWR Holdings 2.0%
REA Group 4.4%
ResMed 4.8%
SEEK 5.2%
Westpac 1.5%
WiseTech Global 6.4%
Woolworths Group 2.3%
Xero Limited 4.3%
Equity Total 98.1%
Australian cash 0.7%
New Zealand cash 0.3%
Total cash 1.0%
Forward foreign exchange contracts 0.9%
Total 100.0%
Percy, Thanks for that, I see that they are almost totally invested in shares, mostly Aust and 1 % cash, waiting for the market to turn- falling intertest rates - when, - early next year- - arent we all !!
Last edited by whatsup; 31-10-2023 at 10:54 AM.
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31-10-2023, 10:20 AM
#1008
Originally Posted by whatsup
Percy, Thanks for that, I see that they are almost totally invested in share, mostly Aust and 1 % cash, waiting for the market to turn- falling intertest rates - when, - early next year- - arent we all !!
Good time to buy BRM or KFL (not sold on MLN) is when there is a discount to the NAV in a bear market as you are buying a discount on already discounted equities
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31-10-2023, 10:29 AM
#1009
Originally Posted by Rawz
Good time to buy BRM or KFL (not sold on MLN) is when there is a discount to the NAV in a bear market as you are buying a discount on already discounted equities
Not yet then for BRM.....last NAV $0.6729, last traded at $0.70.
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31-10-2023, 10:56 AM
#1010
Originally Posted by Sideshow Bob
Not yet then for BRM.....last NAV $0.6729, last traded at $0.70.
Bell never rings at the bottom, a great leverage now with the warrants, cannot understand why more head holders dont switch into the warrants.
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