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galumay
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    • galumay
      galumay replied to the thread CTT - Cettire Limited.
      They also failed to mention the likely impact of the removal of de minimis for US imports, pretty disingenuous not to mention that when...
    • galumay
      galumay replied to the thread KYP - Kinatico Limited.
      Interesting tidbit here, NBN requiring all contractors to get their police checks thru CV Check, which is Kinatico.
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    • galumay
      galumay replied to the thread CTE - Cryosite Limited.
      It is especially illiquid! Took me a long time to build a position.
    • galumay
      galumay reacted to Dona Ferentes's post in the thread CTE - Cryosite Limited with Like Like.
      you run one too? A few screens : Median market cap ..... $50 million Daily turnover ....... Optional
    • galumay
      galumay reacted to finicky's post in the thread CTE - Cryosite Limited with Like Like.
      Another weird addition to my galumay watchlist. To pricey for me, but classy business by the looks.
    • galumay
      galumay replied to the thread CTE - Cryosite Limited.
      Recent article on CTE here, https://www.intelligentinvestor.com.au/investment-news/cryosite-ltd-a-warehousing-specialist/154356
    • galumay
      galumay replied to the thread AHC - Austco Healthcare.
      The way the Aussie Peso is falling FX might be an advantage!! For me FX is just another thing that I ignore in investing, impact is...
    • galumay
      galumay reacted to divs4ever's post in the thread AHC - Austco Healthcare with Like Like.
      apart from ( maybe ) the exchange rates , Mexico is not that bad a place to be winning contracts
    • galumay
      galumay replied to the thread AHC - Austco Healthcare.
      Another contract win for AHC, tiny one but its more positive momentum for the business,
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    • galumay
      galumay replied to the thread PWH - PWR Holdings.
      3 directors buying on market is a healthy sign, not huge parcels but still significant.
    • galumay
      galumay replied to the thread LBL - Laserbond Limited.
      He really needs to take his bat and ball and bugger off! He is doing nothing but harm to the business he is no longer part of. edit - I...
    • galumay
      galumay replied to the thread FBR - FBR Limited.
      Another serial destroyer of shareholder capital! The explosion of shares on issue shows how often they have picked the pockets of SH's...
    • galumay
      galumay replied to the thread CSL - CSL Limited.
      There are worse problems to have, mate!!
    • galumay
      galumay reacted to Knobby22's post in the thread CSL - CSL Limited with Like Like.
      I'm in the same boat. Can't sell many till I retire. Capital gains tax would crush me.
    • galumay
      galumay replied to the thread CSL - CSL Limited.
      I understand you thinking with yield on invested capital, but more realistic is to consider what the yield is on the capital you would...
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