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Author: James Gerrish

Sandfire Resources (SFR) operates as a producer and exploration company. The Company explores and mines copper and gold resources. Sandfire Resources serves customers in Australia.

Rio Tinto (RIO) owns and manages a number of mining projects. It primarily profits in iron ore, but also has interests in aluminium, copper, gold, uranium, diamonds, zircon and several other minerals.

Nib holdings limited, engages in the
underwriting and distribution of private health, life, and living insurance to residents, international students, and visitors in Australia and New Zealand.

Lindsay Australia Limited is an integrated transport, logistics and rural supply company. The Company is focused on servicing customers in the food processing, food services, fresh produce, agriculture and horticulture industries. The Company operates through following segments: Lindsay Rural, Lindsay Transport and Lindsay Fresh Logistics.

Paladin Energy (PDN) operates as a mining company. The Company explores and mines uranium. Paladin Energy serves customers worldwide.

Treasury Wine Estates (TWE) operates vineyards and wineries. The Company focuses on sourcing and growing grapes as well as manufacturing wines. Treasury Wine Estates markets and distributes its products around the world.

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.

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.

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