Luke laretive

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Luke laretive

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Luke: [] Look, I don't know the best way to invest for kids.

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Seneca Financial Solutions. AGM season in November is a key source of new information for fund managers with many of the ASX-listed company management teams providing updates to forward-looking revenue and profit guidance. MMA Offshore jumped c. The large upgrade was c. MMA Offshore is a leading provider of boats for the offshore energy sector. The business credited the strong start to the year to vessels, subsea, and project logistics divisions all delivering higher than expected earnings, i. New contracts have been announced at increasing rates as existing boat contracts roll off, boosting profit margins for MRM. The caveat is that MRM is a cyclical business. Given the cyclicality, the behavioural instinct is to take profits and run.

Luke laretive

A recent UBS report has revitalised the graphite sector after a punishing 12 months for investors, as natural graphite prices declined 0. Syrah Resources is perhaps the most well-known ASX-listed graphite miner. This resulted in excess product stockpiles and subsequently, Syrah having to pause production back in May. This makes forecasting revenue inherently difficult. Longer-term, forecasts by Benchmark Minerals Intelligence BMI has the graphite market in a supply deficit as EV demand explodes 5x between now and UBS forecast accompanying growth for global battery demand, expected to increase 7x to with larger battery sizes and increasing electric vehicle numbers in turn driving anode material demand — for with natural graphite is the critical feedstock. Synthetic graphite supply is the current headwind for natural graphite prices. As a perfect substitute for natural graphite, synthetic graphite manufacturers have been able to fill supply shortfalls and prevent prices from rising.

Ethothub

Luke: [] They have to choose. But the key thing is to say, okay, has this manager been able to make money and more money when stuff is going well? When the markets go up, if you got high, buy it. So, yeah, I agree with you that there's certainly opportunities for Alpha in different markets and there are varying scale. I saw the I think the Mercer survey came out recently and the best performing manager in the country last year was a good strategy. You know, you can change a software business a little bit quicker and easier. A large cap. So there's like 20, 20 odd managers there that are paying an average among that top quartile. Luke: [] I think it's fine. But look, it's a you know, I think that Aussie equities, the Australian market's really bifurcated between kind of resources and banks. There's hundreds if not thousands of active fund managers in Australia all try to get our money. December 12, Bryce: [] Is there anything you disagree with the majority of your advisor? And then finally, Bryce and Luke are going to go head to head about the merits of investing in Aussie large caps.

Luke Laretive from Seneca Financial Solutions dives deep.

There's a lot spoken about, lot written about finding the right stock. Please seek professional advice before making any investment decision with respect to Rask Invest. Luke: [] So at the moment, the it depends what the clients asset allocation is. Grab a coffee and let the Rask team bring you the best investment insights every week. And that is an Ask an advisor. There are out there strategies that deliver those sort of similar numbers. Most of my business, my new inbound business firm. Or you can buy them, you know, wherever books are sold. Bryce: [] Well, we're excited to have you here. Look, even a smaller Portfolio like the beauty of platforms, the beauty of, like, not paying brokerage, the beauty of being able to, you know, you can invest three grand into some of these. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If they've got, say, like a basic balanced portfolio, a balanced portfolio with us, they'll have five managed accounts. And it's an easy way to sort of keep the client engaged with you and not leave. So, you know, from office effective, we really like the liquid alternative space I have a strong preference for liquid investments over illiquid investments.