99Opportunities
1.2K posts
99Opportunities
@99Proble
Everything is awesome. Here for the stock chat.
Brisbane, Queensland Katılım Mart 2020
497 Takip Edilen329 Takipçiler
@99Proble @BotanicsEcs For sure! I wasn’t following it at all so was interested to go check it out. Don’t know that space.
Management seemed pretty top notch to me but the competitive landscape is that space is a challenge.
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$ECS.ax
Fun overnight trip to checkout @BotanicsEcs last week. Super impressed with the operations & the management team.
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A couple of times where tax quirks have softened life’s blows.
Being a widower with 2 kids under 2.
Starting a new business and earning nothing for a year, selling assets for $70k split between new wife and I to support a family of 6.
Taxes up on both.
christopher joye@cjoye
The Albanese government has blindsided the financial sector with a surprise “death tax” on wills and estates, triggering urgent calls for clarification from wealth advisers. Under new budget measures, family trusts are set to be hit with a minimum 30 per cent tax rate. The new rule will also apply to the most common form of estate planning trust: the Testamentary Discretionary Trust. theaustralian.com.au/wealth/budget-…
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@Filapek It’s just the last year making them look bad Rudi 😉 you don’t understand 🤣
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Is Bapcor $BAP the absolute Champion in issuing profit downgrades?
Who knows of any other ASX-listed company that has done "better" (i.e. worse)?
#stockinfocus #XJO #equities #investing
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What if the most enduring thing from Chalmers 2026 budget was Emily?
ON and the Libs can make it all go away but they can never take Emily.
illiquidity providooooor@skyquake_1
Emily™ after reading Chalmers budget
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@richreduk Big divvy payer on low pe founder lead heading in to a commodity up cycle $msv.ax
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$MSV - Mitchell Services
⚠️very illiquid
But the stock is holding up like a champ.
Solid thematic
Incredible volume profile
All MA's aligned
Bundeena, New South Wales 🇦🇺 English
Sheesh. $BAP.AX Trading update saying things are improving since Feb but they downgrade FY26 guidance (updated in Feb). They’ve learnt from Chalmers, just say the opposite of what’s happening.
I gotta start shorting.
99Opportunities@99Proble
If the SOI doubles and the SP halves is it any cheaper? No. No it’s not. But on an EV basis…..🤔🤣 $bap.ax
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@Filapek @ThomasStapp1 🤣 how much is Mark / Hyperion paying you?
That last screen shot was from 31/3/25. And shock horror, he’s underperforming (what happens when you’re long $GYG.ax).
So yeah, at 31/3/26, it’s no.
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@99Proble @ThomasStapp1 You don't understand; one bad year at the end works its way through into the past much farther than you are now accepting. It's how calculations work. The answer remains a firm yes
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Oof. 15yrs underperformance. Prob under since inception if you account for turnover and tax consequences. Still collects $15m pa just on this fund tho.
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If you're reading this in a Q1 fund letter:
"We have been actively repositioning the portfolio in 2025 in anticipation of AI-driven disruption to legacy enterprise and SaaS [...]. Taiwan remains our largest country exposure"
but the fund's Q1 return was 1.0% (!!)...
wtf did these people do??
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Here’s my small cap divvy list. Wrote this up last week, not pitching, not financial advice. There is hairs on all of them, that’s why they all yeild >10%. Long.
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@ausnotes @Nobody_But_M3 Anyone got practical experience on how these two rules are applied in NZ? Just hold for 2 years and it’s tax free? Or do they look through at patterns etc?
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@Nobody_But_M3 Can we make a village of Australian expats in NZ? Lots of potential.
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I've done the math. On my specific position over the course of a decade, I would be forfeiting close to $2m (probably more) over a decade by staying in Aus vs NZ.
That's just in additional taxes (due to CGT, trust changes), on conservative assumptions.
My kids deserve better.
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Getting a sore thumb. Never hit like this much and at the same time as considering moving to Costs Rica.
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@Silent01010 Don’t forget to ask her opinion company structures and utilising pension age relatives tax free status.
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@zacharyjoyce Tail end of the mining boom killed the 15yr time period. 10 or 20 years was easy alpha vs asx.
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@Phoenix_FFM Was a good day today. There will be bad ones ahead, like this evening, but today was nice.
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