A director at Bailador Technology Investments Limited bought 33,000 shares at 1.457AUD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...
Full Report Available at Are You Doubling Down on Your Aussie Large Cap Exposure? The release of financial accounts is one of the few occasions we get a look at the full portfolio of a LIC or LIT. With the completion of results season for the majority of LICs and LITs at August-end we got a look at the portfolios and thought it was a good time to take a look at whether Australian Large Cap LICs offer a level of diversification or whether investors are doubling down on their stock exposure in t...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Full Report can be accessed on Evans & Partners LITs Cease Trading on the ASX During January, three of the Evans & Partners LITs ceased trading on the ASX after unitholders voted in favour of transitioning the fund from a LIT structure to an open-ended unit trust. The three LITs that ceased trading were the Evans & Partners Asia Fund (ASX: EAF), Evans & Partners Global Flagship Fund (ASX: EGF) and Evans & Partners Global Disruption Fund (ASX: EGD). The decision to delist the funds and transit...
Capital Continues to Flow Into LMIs Through April and May we have seen three more listed managed investment vehicles (LMIs) start trading on the ASX including two fixed income focused listed investment trusts (LITs), Perpetual Credit Income Trust (ASX:PCI) and MCP Wholesale Income Opportunities Trust (ASX:MOT). Refer to our LMI Monthly Update of 18 March 2019 for more details on these LITs. Pengana Private Equity Trust (ASX:PE1) units listed in April after it raised $205m, at the lower end of i...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Bailador Technology Investments (BTI) is a Sydney-based private equity firm created by former Fairfax Media (FXJ.ASX) CEO and All Black captain David Kirk and former CHAMP and Illyria executive Paul Wilson. The company raised A$25m in an IPO in late 2014 to continue its strategy to invest in technology companies that have passed through the start-up stage. The company’s post-tax NAV at 31 July was A$1.013, a 27% premium to the current share price, which is also at a discount to the issue price...
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