AFF Member Stock Discussion

[Freq Flier 2013]

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

When I looked at their fees, they were close to 2% so very high in my opinion.

 

[cove]

Eagers just lost their exclusive deal on BYD. They will continue to be one of their distributors but that will probably not be as profitable.

 

[Quickstatus]

continue to be one of their distributors

Retailers
I thought they recently signed a 5year deal with BYD

 

[Mr_Orange]

The S&P500 futures were up 120 points over night so that might translate to a more buoyant day on our markets today.

 

[cove]

BYD have started a bit of a price war in China it seems. Tesla does not appear to be responding.
I just cannot figure how Tesla share price is not tanking.News around the world says Tesla sales are really slowing.
Then we cannot figure how Bitcoin pricing is going up.
No need for us to get concerned about stuff we cannot understand as we try to invest in things that we think we understand.

 

[cove]

Yes it should be a pretty good day on the ASX.
We are flying LAX to SYD tonight just as the ASX will be closing.

 

[Quickstatus]

News around the world says Tesla sales are really slowing.

There appears to be inventory stock appearing in Australian supply, despite the redesign of the Model Y.
Lots of fanbois saying the recent drop in sales was due to global factory retooling for the new Model Y. However, I would have thought that there would be subsequent pent up demand . The appearance of inventory stock suggests demand has actually fallen. In the past every single Tesla on vehicle carriers departing Shanghai bound for Australia at least has been sold.

Additionally Tesla said it would start advertising which it did not do in the past.

 

[tgh]

EV > Au sales have collapsed , folks are not sold on the whole green dream …… horse /water et al….

 

[Mr_Orange]

whole green dream

Well, it is a crock of doo-doo!

 

[Quickstatus]

Finally the NW Shelf extension has been approved. Good for WDS

 

[Freq Flier 2013]

Finally the NW Shelf extension has been approved. Good for WDS

Yes but a long way to go back to $30

 

[SYD]

Finally the NW Shelf extension has been approved. Good for WDS

Yes but a long way to go back to $30

It was only interim approval - see what happens in 10 days?

BTW, even further to get back to $38. Should have, could have sold…

 

[Quickstatus]

It was only interim approval - see what happens in 10 days?

It is the preservation of significant rock art and air quality around it.

 

[muppet]

BYD have started a bit of a price war in China it seems. Tesla does not appear to be responding.
I just cannot figure how Tesla share price is not tanking.News around the world says Tesla sales are really slowing.
Then we cannot figure how Bitcoin pricing is going up.
No need for us to get concerned about stuff we cannot understand as we try to invest in things that we think we understand.

Agreed - I don’t have FOMO - I’m not buying things that don’t have value just because everyone else is. I may be wrong and there will be some that make money in between, but one day a company actually has to make a return commensurate with its share price and for Tesla, that requires a substantial increase in earnings or reduction in share price.

 

[Quickstatus]

BYD have started a bit of a price war in China it seems.

 

[prozac]

View attachment 446533

The suggestion has been China is dumping cars worldwide that it cannot sell in China.