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  1. #1001
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    Quote Originally Posted by 777 View Post
    Actually 10 times that at .03.
    I hadn't looked but at $0.003 I was going to load up!!

  2. #1002
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    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 !

  3. #1003
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    How does one find the break down of the investments that BRM holds ?

  4. #1004
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    Quote Originally Posted by whatsup View Post
    How does one find the break down of the investments that BRM holds ?
    https://barramundi.co.nz/investor-ce...olio-holdings/

  5. #1005
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    Quote Originally Posted by whatsup View Post
    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

  6. #1006
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    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%

  7. #1007
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    Quote Originally Posted by percy View Post
    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.

  8. #1008
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    Quote Originally Posted by whatsup View Post
    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

  9. #1009
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    Quote Originally Posted by Rawz View Post
    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.

  10. #1010
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    Quote Originally Posted by Sideshow Bob View Post
    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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