Quarterly Webcast March 2017
In this Webcast, Karl Siegling gives an update on the fund’s performance and a brief outlook for the Company. He also discusses the portfolio’s holdings, and gives a detailed update of the Company’s largest holding Melbourne IT (ASX:MLB).
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- 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.