by Chris Steptoe | Jun 12, 2024 | DMXASF
Dear Investor, DMXASF’s NAV was fairly flat for May, up 0.3%, in a slightly positive broad market with the ASX 200 Total Return Index up 0.9% and the ASX Emerging Companies Index up 0.6%.CommentaryWe suffered a few material declines this month, including Field...
by Chris Steptoe | Jun 12, 2024 | DMXCP
Dear Shareholder, DMXCP’s NAV increased 0.8% (after all accrued management fees and expenses) for May 2024. The NAV as at 31 May 2024 was $2.4320, compared to $2.4134 as at 30 April 2024.Australian equity markets were mixed during May – the All Ordinaries was up...
by Steven McCarthy | Jun 11, 2024 | Blogs
RPM owns a number of automotive businesses that have been acquired (often by debt) since its IPO in 2019. Today RPM has a substantial national footprint with 26 retail locations, 11 distribution centres and revenues of $130m+, selling wheel, tyre, accessories and...
by Chris Steptoe | Jun 1, 2024 | Blogs
In our previous blog, Findi – A Potential Multi-Bagger, we laid out our Findi (FND) investment case. Since then (December 2023), we have taken up our options, and the share price has more than tripled. As a result, our FND position has become a material holding...
