In this audiocast, Karl Siegling firstly discusses the Company’s recent performance, CDM’s Total Shareholder Return (incl. franking), CDM’s Share Price vs NTA and the current composition of the portfolio. Karl then discusses some of CDM’s current investment...
Videos
Cadence Opportunities Fund Limited Half-Year Audiocast
In this half-year audiocast, Karl Siegling firstly provides an update on the Company’s performance, the upcoming 7.5c fully franked interim dividend and the current composition of the portfolio. Jackson Aldridge then discusses some of the Company’s current...
Cadence Capital Limited Half-Year Audiocast
In this half-year audiocast, Karl Siegling firstly provides an update on the Company’s performance, the upcoming 4.0c fully franked interim dividend and the current composition of the portfolio. Karl and Jackson Aldridge then discuss some of the Company’s...
Nadine Blayney Interviews Jackson Aldridge on Ausbiz – 3 March 2023
Jackson Aldridge discusses how inflation has been a major concern for investors in recent weeks. He then discusses how companies have been raising capital, with some looking for an opportunistic raise, some looking to shore up their balance sheets, and some looking to...
Nadine Blayney Interviews Jackson Aldridge on Ausbiz – 17 February 2023
Jackson Aldridge discusses some companies that reported this week, naming Tourism Group Holdings (THL) the pick of the bunch.Like many others in the market, he's questioning whether it's as good as it gets for the banks. It comes after Commonwealth Bank's (CBA) result...
Nadine Blayney Interviews Jackson Aldridge on Ausbiz – 27 January 2023
Jackson Aldridge discusses that there had been a pause in the resources rally over Chinese New Year says this has given investors time to look at individual stocks. He says coal stocks like Whitehaven (WHC), New Hope (NHC) and Stanmore (SMR) are doing very well and...