Half Year Webcast December 2017

February 22, 2018

In this Webcast, Karl Siegling discusses the Company’s record profits for the first half of the year and details the stocks that performed well during this period. He then discusses the 6.2% fully franked interim dividend, the current portfolio and concludes with an update on the company’s outlook.

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Riding the Resources and Mining Services Tailwinds
  • The inter-relationship between commodity prices, resource and mining services company profits
  • The mining services cycle
  • Where we are in the cycle?
  • Examples of recent mining services investments:
    • Emeco Holdings (ASX: EHL)
    • Macmahon Holdings (ASX: MAH)
    • Boom Logistics (ASX: BOL)

Cadence Capital Limited (ASX: CDM) is one of Australia’s top performing Listed Investment Companies.