📈 SKS Technologies (ASX: SKS)
Sold entire position at $2.46 (entered at $1.66 on 10/6).
🔹 +48% gain
🔹 20% of portfolio
🔹 Held for <2 months
Solid run. Rotating out — not holding any SKS now.
(NFA – DYOR)
📈 SKS Technologies (ASX: SKS)
Initiated a 20% position in my portfolio at $1.66.
•FY25 revenue up 116%, already 85% of last year’s total
•$174M work in hand, debt-free, strong cash flow
•Exposure to booming data centre infra
•P/E ~17x, undervalued
(NFA-DYOR)
��� Entry: $3.77
Targeting income + capital upside.
Despite weaker coal prices, NHC held margins with FOR costs down 23%.
$805M cash, 15.6% grossed-up yield, and a $100M buyback running.
Not forever — but while it’s paying and cheap, I’m in.
#NHC #ASX #5PercentInvestor
(NFA)
📌 New Hope Corp (ASX: NHC)
~10–20% of my portfolio. Here’s why:
•$340M 1H25 profit (+35%)
•$805M cash, zero debt
•41c fully franked div = 15.6% grossed-up yield
•PE ~7x — still undervalued
🔍 Not financial advice. My personal view only. #ASX#Dividends#NHC
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