Tag: cie asx

SHOULD ASX LICs / COMPANIES WIND UP AND DO THEY HAVE THE RIGHT “SKIN IN THE GAME”?

Should Australian Leaders Fund Limited (ASX:ALF), Contango Income Generator Ltd (ASX:CIE) & Thorn Group Ltd (ASX:TGA) wind up most of their operations and return cash to shareholders?

For full disclosure I own shares in (ASX:ALF) and (ASX:TGA) at the time of writing. I do NOT own shares in (ASX:CIE).

Continue reading “SHOULD ASX LICs / COMPANIES WIND UP AND DO THEY HAVE THE RIGHT “SKIN IN THE GAME”?”

FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.

Just a blog update on a couple of things I read over the weekend that I found interesting, and some notes on some trades over the profit reporting season. Continue reading “FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.”