September 2018 Webcast
In this Webcast, Karl Siegling discusses the company’s performance for the September 2018 quarter, including a more detailed review of two current positions in the portfolio, ARQ Group (ASX:ARQ) and Teva Pharmaceutical Industries (NYSE:TEVA). He then concludes with an updated outlook for the fund, and a brief overview of the upcoming Cadence Opportunities Fund IPO. You can pre-register for the Cadence Opportunities Fund IPO Prospectus here.
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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.