AFF Member Stock Discussion

[tgh]

Gaia is in it for the long term and uninterested in short term haggling...

 

[Captain Halliday]

IDK why people..

Natural diamonds are a product of Gaia and the flaws are a plus over sterile perfection

I’d be happy with manufactured diamond.

My Platinum is manufactured.

As was my Gold before that.

 

[Quickstatus]

I think manufactured diamonds are enhanced.

 

[tgh]

Anyone read Instant Gold by Frank O'Rourke?
An interesting and topical social essay with a diamond sting in the tail
I saw the paperback rotting away in the shed recently, think I binned it…currently $127 on Amazon….

 

[Mr_Orange]

I think manufactured diamonds are enhanced.

I see lots of enhanced lips around. Are they better than natural lips?

 

[Quickstatus]

Are they better than natural lips?

The problem is the what they are attached to

 

[cove]

Many young ladies use Afterpay to get their lips “enhanced”.
Picked up some Finbar which is FRI when they dropped.
Taking a placement in a gold explorer that has a processing plant.
Gold price is moving up at the moment.

 

[Quickstatus]

Finbar which is FR

Why no dividend in 2023?

 

[cove]

FRI had Civic Heart in South Perth under construction so they needed to hold on to their cash.
Made up for it when project was completed.
FRI is nowhere near as profitable as Meriton in Sydney but their product is good.

 

[Quickstatus]

Made up for it when project was completed.

Yes I see they paid back the bank facility on the development early July

 

[cove]

We bought HRZ in the placement yesterday. A gold hopeful. It is a two stage deal under the ASX rules so the second stage is early July.

 

[Dr Ralph]

I'm on MVF and NWH today.

 

[RSD]

Looks like Wall St is in for an interesting night -

 

[Freq Flier 2013]

Looks like Wall St is in for an interesting night -
View attachment 445174

Could be the Harvard thing or 50% tariffs on EU or the tax reduction bill!

 

[RSD]

Could be the Harvard thing or 50% tariffs on EU or the tax reduction bill!

EU 50% tariffs I would imagine.

 

[SydneySwan]

I was very surprised that the Dow and Nasdaq only had minor falls on Friday. I was expecting losses of at least 1k. I am wondering if Mr Market is beginning to take the tariff threats less seriously and a backflip as tariff deadlines approach.

The real problem for the US is the bond market. The US has lost its AAA rating with all 3 agencies. This will cost the US more in interest payments and also impact the ability / desire of some funds to buy so much US debt which presumably will push up US debt costs even more.

Australia could benefit here as it still has its AAA rating and may find its debt even more popular amongst debt funders. This may even save it a few basis points in cost.

 

[cove]

Reading the AFR reminded us that we are Eagers shareholders and their BYD distribution is going extremely well.

 

[Brissy1]

Australia...still has its AAA rating

On -ve watch. Just saying.

 

[RSD]

I was very surprised that the Dow and Nasdaq only had minor falls on Friday. I was expecting losses of at least 1k. I am wondering if Mr Market is beginning to take the tariff threats less seriously and a backflip as tariff deadlines approach.

The real problem for the US is the bond market. The US has lost its AAA rating with all 3 agencies. This will cost the US more in interest payments and also impact the ability / desire of some funds to buy so much US debt which presumably will push up US debt costs even more.

Australia could benefit here as it still has its AAA rating and may find its debt even more popular amongst debt funders. This may even save it a few basis points in cost.

Two of the headlines from CNBC would suggest that the markets are taking the tariff threats a bit less seriously -

The 10 and 30 year yields have eased a bit - until the next bombshell anyway.


OPEC looks set to deliver one of his wish list items - lower oil prices.

 

[I love to travel]

Any thoughts on La Trobe Launching ASX-listed Investment Fund, excerpt of info
The La Trobe Private Credit Fund brings together our two flagship, best-in-class strategies in the one convenient vehicle for investors. It will comprise a balanced and flexible exposure to:

• Australian Real Estate Private Credit through our 12 Month Term Account; and
  
• US Mid-Market Corporate Private Credit through our La Trobe US Private Credit Fund (Class A Units).

Combining these complementary mandates provides balance for investors targeting cross-cyclical, low volatility income