Jeremy Raper
@puppyeh1
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Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Sydney, New South Wales
Joined October 2014
$HUM.AX Humm Group...👇👇 https://t.co/VtGifBY6nQ
rapercapital.com
Regular readers will be aware that I have taken a significant position in Humm Group (‘Humm’, or ‘the Company’) in recent months. As of the date of this note, I own 18.6mm shares – that is, ~3.8% o…
$HUM.AX Humm Group Further to the below, I will give a full precis re my voting intentions at the AGM; importance of this upcoming meeting; and some thoughts on fundamental value (assuming corp governance improvement), in long-form, in the coming days. So if you are following
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I lost money on this Mayne Pharma $MYX.AX deal because my analysis was wrong. That is all fine and dandy and perfectly acceptable. But the reason this is so frustrating is - per the below - it is horrendously bad for the country and a blatant perversion of what FIRB is meant to
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My last thoughts on $HUM.AX for today... even if everything in the 'update' were true, given offsets elsewhere (outlined with the annual numbersetc ) and assuming no mitigation throughout the year, this business would still earn $55mm of cash profits this year more or less.
A very relevant and insightful analysis of the disclosures from $HUM.AX today... - discussion overwhelmingly of volumes, not AUM - focus on Consumer, not Commercial (where vast bulk of value is) - focus on new product, less relevant to overall profitability - focus on cash
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A very relevant and insightful analysis of the disclosures from $HUM.AX today... - discussion overwhelmingly of volumes, not AUM - focus on Consumer, not Commercial (where vast bulk of value is) - focus on new product, less relevant to overall profitability - focus on cash
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I will make just two observations on $HUM.AX, for now: 1) why did Mr Abercrombie refuse to sign the Annual accounts (which were strong); but signed off on this 1Q report (which appears weak)? 2) I am buying more stock in the market today. DYODD
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Not going to lie. I am pretty gobsmacked by this. There is no defence against incompetence or human error; but this was always a risk on the board...I just got it wrong. taking my lumps on this one and moving on. $MYX.AX GLTA still involved...
$MYX.AX: No sugarcoating it: Jim Chalmers and FIRB are shockingly incompetent if they permit Cosette to escape their obligations under the SID. What an absolutely shambolic update from FIRB. I just can’t think MYX walks away from this without /1
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'My base case is 10x in the next 12 months'
#PAT Panthera Resources remains my top portfolio pick. Why do I like it? - Full exposure to the gold price - Undervalued Mali gold asset - A fully financed and advancing legal claim for a minimum of $1.6bn damages against the Govt of India My base case is 10x in next 12 months,
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$HUM.AX Capital Brief picking up the story...👇 https://t.co/rZpqARsEYu
$HUM.AX Humm Group...👇👇 https://t.co/VtGifBY6nQ
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@YoBenCohen @MagnumGlobal Hey Ben — If you’re looking to create a “Palestinian” flavor, no need. We’ve already got one — and it doesn’t get any more authentic than this.
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$HUM.AX peeps over at HC making their (rational) voices heard...not sure I've ever agreed more violently with a hotcopper post!
$HUM.AX Humm Group...👇👇 https://t.co/VtGifBY6nQ
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Good old Toshiba. Brings back memories. I will say this though - the overall net returns from trading this cap structure - modestly but not massively positive, and insignificant in the grander scheme - were far, far outweighed by the horrendous return on brain damage that I
Posted part 3 of the Decoding Success series. It a pretty long timeline of all @puppyeh1's trades during the crisis at Toshiba. Bit different hope you guys like it. (Full article in BIO)
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Just finished Galbraith’s immortal “The Great Crash 1929” which - embarassingly - I had never read before. Apart from it being legit laugh-out-loud funny (always a great test for authorly skill), it reads as surprisingly relevant to our present markets (or at least the recent
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$HUM.AX if you hold your shares via Interactive Brokers, and wish to vote alongside me, this is the ticket you need to raise...here is the language I used, for the avoidance of doubt... deadline is 4 biz days before cutoff (ie Nov 3-4) so prob best to get it in now... 🙏
$HUM.AX Humm Group...👇👇 https://t.co/VtGifBY6nQ
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Nielsen Park at 2pm today…giving Sardinia/Greek Islands a very strong run for its $$ 🌊
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Well done @puppyeh1 - stick it to 'em. $HUM.ax NBIO is a joke. https://t.co/QC5oZs1ZKx
afr.com
A war of words has erupted in the drawn-out founder-led bid for Humm and some shareholders have had enough. The board committee can’t keep dragging its heels.
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$HUM.AX Humm Group latest from the Fin...125 days and counting... https://t.co/CeQxztTiUX
$HUM.AX Humm Group Further to the below, I will give a full precis re my voting intentions at the AGM; importance of this upcoming meeting; and some thoughts on fundamental value (assuming corp governance improvement), in long-form, in the coming days. So if you are following
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Very, very few people understand how this works. NYC about to FAFO bigly on this specific point. There’s like 200 individual taxpayers single-handedly holding up the NYC budget (look it up); if they all leave post Mamdani it’s about five mins before NYC a full Detroit.
People don’t really realize the rich are de facto soaked. The revenue-maximizing tax rate is very different for income tax and capital gains tax, and most of the truly wealthy get their income from capital gains. There is some tinkering you could do with adding an additional
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$HUM.AX Humm Group Further to the below, I will give a full precis re my voting intentions at the AGM; importance of this upcoming meeting; and some thoughts on fundamental value (assuming corp governance improvement), in long-form, in the coming days. So if you are following
I will be going to the Humm Group $HUM.AX AGM (in Sydney on Nov12th). If you are a sharwholder and in Sydney (or east coast) I highly encourage you to attend and to make your feelings re the current situation known. Feel free to reach out to me there to say hello 🤘
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