AFF Member Stock Discussion

[Quickstatus]

Atlas Arteria just above $5.20

Might be some upside if they can get the toll increased on the tollway to IAD airport?. They had no luck at the moment with various Court litigation, now appealing. Massive temporary tax by the French govt though...

 

[cove]

With Atlas Arteria the major shareholder does not want to do any big deals. We are happy to get 40 cents a year from ALX. Yes the French can be difficult and their political scene is unsettled.
Je parle Francais un peu. And I am not racing to extend my French speaking anytime soon.

 

[prozac]

With Atlas Arteria the major shareholder does not want to do any big deals. We are happy to get 40 cents a year from ALX. Yes the French can be difficult and their political scene is unsettled.
Je parle Francais un peu. And I am not racing to extend my French speaking anytime soon.

French government collapsed overnight. The PM must resign by next week.

https://www.reuters.com/world/europe/french-parliament-ousts-prime-minister-deepening-political-crisis-2025-09-08/

 

[Quickstatus]

the major shareholder

Interesting.
That shareholder operates the Indiana toll road itself and is owned by several major Australian industry funds.

 

[Mr_Orange]

ASX down 0.5%, my portfolio up 1.5%. That's not a bad, 1 day out-performance

 

[RSD]

ASX down 0.5%, my portfolio up 1.5%. That's not a bad, 1 day out-performance

Certainly did better than I did.

 

[Mr_Orange]

Certainly did better than I did.

I'm a bit of the opposite today, LOL.

 

[Brissy1]

I'm a bit of the opposite today, LOL.

At least you didn't have to pay tax on the unrealised gains. Yet.

 

[Mr_Orange]

pay tax on the unrealised gains

Ludicrous proposal!

 

[TheRealTMA]

Ludicrous proposal!

"pay tax"? The world world end!

 

[Mr_Orange]

"pay tax"? The world world end!

Not the payment of tax per se, but the payment of tax on unrealised gains. If the Greens want to implement this, will they give out tax refunds for those years when you have an unrealised loss?

 

[cove]

Applied for some E25 in their placement today. If their plan works they will be mining manganese in 2026.
During the morning we were down over $300k and finished the day just better than square.
Judo got some buying interest today.

 

[Mr_Orange]

During the morning we were down over $300k and finished the day just better than square.

I love reading your commentary @cove, you play on another level!

 

[cove]

Well @Mr_Orange we have been in the market for 58 years and because we use multiple brokers we use Sharesight to keep our overall position mapped out. Using multiple entities does give us more things to watch.
We are less than a week away from our trip to the US. We have a Costco one block from the Cove and Macy’s and Ralph’s are my favourite retailers in California..
With fund managers we talk to Ophir the most and Mrscove really likes them a lot.
Energy Action is being revived and we have been surprised how little turnover there has been since the 20 cent issue quite a while ago. They are holding on to their customers with their new management.