Month: October 2024
Zip Co (Z1P) provides point-of-sale credit and digital payment services. The Company offers retail finance solutions to small, medium, and enterprise businesses. Zip Co serves retail, education, health, and travel industries in Australia & the US via their Quadpay brand.
Paladin Energy Ltd engages in the development, exploration, evaluation, and operation of uranium mines in Australia, Canada, and Namibia. The company’s principal project is the Langer Heinrich mine located in the Namib Desert in Namibia.
Home Consortium Limited, trading as HMC Capital, is an Australia-based company. The Company is an alternative asset manager that invests in real asset strategies on behalf of individuals, large institutions, and super funds. It is engaged in managing two real estate investment trusts (REITs), namely the HomeCo Daily Needs REIT and HealthCo Healthcare & Wellness REIT. HomeCo Daily Needs REIT invests in convenience-based assets across the target sub-sectors of neighborhood retail, large format retail, and health and services. HealthCo Healthcare & Wellness REIT invests in hospitals, aged care, childcare, government, life sciences and research, and primary care and wellness property assets, as well as other healthcare and wellness property adjacencies. The REIT’s objective is to provide Unitholders with exposure to a diversified portfolio underpinned by megatrends, targeting stable and growing distributions, long-term capital growth and positive overall environmental and social impact.
NVIDIA (NVDA US) designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
The Australian Energy Regulator (AER) recently announced its draft decision not to recommend heavier South West QLD pipeline regulation. This is a positive outcome for APA, but UBS is concerned about broader funding and commercial challenges irrespective of the regulatory outcome.
In August, MFG announced the acquisition of a 29.5% stake in Vinva for $138.5m. This is an interesting deal for MFG on several levels given that Vinva is not your traditional fund’s management business.
We have been bullish on the copper (Cu) theme throughout 2024 with SFR up +47% year-to-date. This was Shawns No 1 pick at the start of the year, so he’s keen to lock some in!
Dalrymple Bay Infrastructure (DBI) provides infrastructure construction services. The Company offers port infrastructure and services for producers and consumers of coal exports. Dalrymple Bay Infrastructure serves clients in Australia.
NEXTDC (NXT) develops data centers. The Company develops and operates carrier and systems integrator neutral data centers in Australia. NEXTDC’s customers will also be able to use the data centers as connectivity and content hubs.
