Ron Shamgar
@RonShamgaiHead of Aussie Equities at TAMIM. Founder of TBF Small Cap Value Fund, over 20 years experience in AX small caps. Investing is my passion. Views are my own.
@TAMIM_A_M Fund reports for April now on our website. For those who previously constantly asked, my Funds 3 yrs returns are as follows: All Cap: +15.53% pa (net of fees) Small Cap Income: +20.92% pa (net of fees) Still more work to do to get it up towards 30% pa we used to
Cuscal looks like a good steady growth biz Although I haven’t looked at their financials it would be interesting to see who’s the largest client in the acquiring segment 🤔 One to watch Looking forward to the ipo afr.com/companies/fina…
What he means is Sammy was going to “borrow” $5B from his client accounts first 😉🤣🤣
👀👀👀 👇👇👇 😉 afr.com/companies/tele…
I’m still dumbfounded from businesses that generate $50M+ of revenues and yet are burning cash like there’s no tomorrow 🤯 Imagine starting a biz and thinking when you achieve $50m of sales you’ll lose $10m 🤣🤣🤣 I prefer not to name and shame - but there’s a lot 🤷🏻♂️
These type of headlines only gets you more bullish 😉 afr.com/chanticleer/us…
One of the reasons we are super bullish on small caps next 12 months
Interesting that the market is currently pricing a zero chance of $SLC counter offer for $SYM So far, the market has been 💯% wrong at all times on $SYM and this takeover situation 🤔👀 ( $SYM is our largest holding)
“Pure IT? The company makes physical parts for luggage lockers next to airport toilets. It’s certainly pure something.” That’s 🏆🏆🤣🤣🤣 afr.com/rear-window/th…
If they sell it will provide a valuation benchmark for Raiz $RZI (not held) afr.com/street-talk/sp…
Can anyone recall instances where the chairman of a company took his entire annual director fee, at his discretion, as shares? And I’m not talking about some bombed out stock that needs cash and looking to save, this is a serious biz trading at 52 week highs 🤔
Solid update by Close the loop $CLG (held) today with operations on track, expansion in US and Europe to plan and guidance reaffirmed.
Superloop $SLC has NOT walked away from buying $SYM Their current offer has just lapsed 👀😉
The bubble days…. Look forward to the movie! afr.com/companies/fina…
I’m very pleased to finish September month on another positive return! This is against the ASX200 down -3.50% and XSO -4.60% The @TAMIM_A_M All Cap Fund is now up CYTD 2023 circa +26% net return 💪🏻💪🏻💪🏻 Looking forward to October and the last quarter of the year 🙏
$ABB $3.30 (with franking) counter bid for $SYM !!!! Since it’s our largest holding I have to: We own 🚀🚀🚀 🤤🤤🤤
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