Capital Losses Capital

idiot, but learning slowly

[Capital Losses Capital @Ausramcap]

@AskCapitalOne That didn’t work they said they couldn’t pass him along a message. I just need to speak to a supervisor who has the authority to email him with my contact details

[Capital Losses Capital @Ausramcap]

@CapitalOne I found a lost wallet from one of your customers with no other ID. I’m trying to get your customer service to send him a message with my contact details so he can get it back but your call service won’t help.

[Capital Losses Capital @Ausramcap]

@buccocapital To be fair, 12 unicorn angel investments, and I imagine others on this list are doing a lot more spraying and praying

[Capital Losses Capital @Ausramcap]

@puppyeh1 Hard to imagine AA isn’t supportive of a material buyback now, he’s clearly happy to increase ownership at these levels…

[Capital Losses Capital @Ausramcap]

@puppyeh1 Yes I’m just splitting hairs to be honest, the bigger takeaway is as you say, the corporate governance / capital allocation improvement push is clearly working, and if Toyota is engaged that will encourage the rest of the market - bullish for Japanese equities more broadly

[Capital Losses Capital @Ausramcap]

@blondesnmoney Unfortunately every politician owns 3 investment properties and both political parties are committed to continuing the housing bubble (e.g. enabling people to withdraw superannuation for housing deposits) so the clown show may roll on for a while yet

[Capital Losses Capital @Ausramcap]

@Luc_for_Value Justification is it makes the equity more attractive to Dentists who focus on cash return and don't value long term benefits of a buyback. Therefore helps the acquisition process by making their 'currency' more attractive... I would also prefer a buyback at these levels though

[Capital Losses Capital @Ausramcap]

@1MainCapital 4th quarter should be strong also with CDCP impact flipping from headwind to tailwind

[Capital Losses Capital @Ausramcap]

@orrdavid Disclaimer - I've only looked at the name on a cursory basis

[Capital Losses Capital @Ausramcap]

@orrdavid I don't have a position, but believe the case would be there is solid downside protection even in the event that all Term Loan assets are a 0.

If you net out Term Loan Holdco Assets, adjusted NAV (on management numbers, discount these how you like) is ~$38

[Capital Losses Capital @Ausramcap]

@BeenThereCap The description holds agreed!

Couldn't help myself from jumping in though, our only exports are coal, iron ore and indie-rock acts so need to spread the good word

[Capital Losses Capital @Ausramcap]

@BeenThereCap Tame Impala is also Australian 🤣

[Capital Losses Capital @Ausramcap]

@calvinfroedge Was there last week, austral calafate is fantastic

[Capital Losses Capital @Ausramcap]

@Larryjamieson_ He has comically bad political instincts. How shallow is the talent pool that he’s made it this far.

[Capital Losses Capital @Ausramcap]

@CafeChatCap @AN_ASTMAN @evantindell I’m talking about direct to cell, not to the terminal

[Capital Losses Capital @Ausramcap]

@ragingbullcap Don’t own but insider buys after a large sell off are a great signal IMO.

$JDO.ax dropped from ~$1.20 to $.90 in 2023 after reporting margin compression that had been telegraphed. CEO (already a major holder) bought ~$1m on market and the stock recovered to $1,70 in < 1 year.

[Capital Losses Capital @Ausramcap]

@marginofdanger 5. Hug the index and charge management + perf.

[Capital Losses Capital @Ausramcap]

@joinyellowbrick Good sign that people are noticing!