L1 Catalyst Fund

On the Couch with James Hawkins L1 Catalyst Fund

Transcript – click here James runs the L1 Catalyst Fund. James has 20 years experience advising boards and management. Prior to joining L1 Capital in 2021, James spent nearly ten years at Flagstaff Partners, where he was a Managing Director and originated and executed M&A, equity and debt transactions. Previously, James worked at Macquarie Capital…

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BUY HOLD SELL - Challenger CGF

BUY HOLD SELL – Challenger (ASX: CGF)

In a slowing growth, high inflation, and turbulent macro environment it is difficult to pick stocks. One that has managed to weather those headwinds with relative grace for a few reasons is Challenger (CGF). CGF is an Australian based investment management company with a vision to help its customers achieve financial security for their retirement.…

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Trading Plan Step 2 – Set Some Goals

Trading Plan Step 2 – Set Some Goals

This step is about actually taking some time to think about what you want to achieve in the market. I think it’s fairly critical. How on earth are you going to decide what you are going to do without having a goal in mind? That would be like getting in the car to go on…

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Set up to top out – Resources

We Are Set Up For The Top Of The Commodity Price Cycle As you know we have enjoyed a fabulous run in the resources sector on the back of rising commodity prices helped to some extent by COVID supply issues. And more recently Russia’s invasion of the Ukraine has put a fabulous ‘froth’ on energy…

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On the Couch with Gemma Dale Nabtrade - Talking Investor behaviour and Retail flows

On the Couch with Gemma Dale Nabtrade

Talking Investor behaviour and Retail flows with Gemma Dale Nabtrade. Transcript – click here This week I have turned the tables on Gemma Dale from Nabtrade and I get to ask the questions and Gemma gets to do the talking. For those of you who are not familiar with Gemma, she is the director of…

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The stock planning to quadruple US lithium production

The stock planning to quadruple US lithium production

In recent years, major car manufacturers worldwide set aggressive goals for electric vehicle production, underwriting a chasm-like deficit in the lithium market. As the reality of the situation kicked in, and people started wondering where it was all going to come from, lithium prices increased a staggering tenfold in a little over 12 months.   …

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