Hear from our Portfolio Manager Ray David speaking with James Marlay from Livewire Markets in relation to South32 H1 FY24 Results.
Hear directly from our CIO, Michael Skinner discussing 3 insights in 3 minutes
Hear from our CIO, Michael Skinner discussing an overview of Blackwattle Funds on the wealth(y) effect.
Hear directly from our CIO, Michael Skinner and our Lead Portfolio Managers discussing an update on Blackwattle, financial markets and current portfolio positions.
Hear from our Blackwattle Mid Cap Team discuss 3 high-quality companies best placed to navigate whatever challenges 2024 brings.
Hear from Blackwattle Investment Partners CEO, Jarred Rubin discussing his investing journey and how it relates to Blackwattle’s quality investing.
“If there is one secret to an enduring great company, it’s the ability to manage continuity and change, a discipline that must be consciously practiced” – Jim Collins
Finding great companies that fit this category is difficult. Finding these companies at a reasonable price is even harder.
In this note however, we discuss one company on the ASX, James Hardie that holds some of these characteristics, and warrants visionary status.
Hear from our Portfolio Manager Ray David recent commentary in the Australian Financial Review.
“In the lithium space we’ve been active on both the long and the short”
“We’re long low cost, long reserve producers and short high cost, low reserve producers … the longer the lithium price stays at these levels, valuations of lower quality high-cost miners will come under pressure, especially when these higher cost companies are burning cash, putting pressure on balance sheets. There is still an opportunity for short sellers.”
As we reach the end of 2023, our inaugural year, I want to thank you for your continued support and the trust that you place in us at Blackwattle. We are privileged to represent your capital, which we continuously strive to protect and grow.
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