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    AFF Member Stock Discussion

    We have VNT in our SMSF and it has gone really well. We are up quite a bit on TLS but nothing like the top 5 banks. We topped up QBE around $9.The problem with insurers is they generally have a problem every 10 years. Banks tend to have problems during recessions. So far JDO is going ok as an...
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    AFF Member Stock Discussion

    BOQ is a tough one as the business is trying to reset. Talking about failures I have had Calidus , Walkabout and Booktopia all collapsing to zero. The fiscal fiend will be there to help out.
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    Melbourne mad cow dinner - Olive Tree 7pm, Wed. 27 Nov2024

    Have just over 9 months to go @penegal plus I have lots of investment meetings to deal with. So far all good and will ease off early next year we are hoping.
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    Melbourne mad cow dinner - Olive Tree 7pm, Wed. 27 Nov2024

    Well @QF WP you could get the fiscal fiends to subsidise the cost and turn up with a smile on your face. I have date clashes with business so we cannot be there.
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    QF94 Business LAX-MEL A380 Trip Report

    We haven’t been back to QF longhaul for quite a while now. We still do a bit of a long cut out of Perth to Singapore overnight then go via Narita to Los Angeles. This is our SQ run. It would be easier for us to go SYD or MEL-LAX as it looks quicker but QF A380 does not generally run on time so...
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    AFF Member Stock Discussion

    PDN and Silex both tumbled so uranium had a bad day.
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    AFF Member Stock Discussion

    Some of Trump ideas won’t work but he will still try to implement even the stupid ones.Meanwhile Dogecoin and Bitcoin have rallied hard. Oil is weaker tonight. China surplus has reached one trillion.
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    Virgin 737-8 Max Business Class - No Divider

    The only thing I really care about is where someone in row 39 or equivalent whacking their bag in row two or three as they walk past.The toilet really isn’t special on a 737-800 so I don’t care.
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    General Medical issues thread

    Just over 30 years ago I had had an issue with an angiogram. A couple of hours later a cardio thoracic surgeon visited me and said “take me I am available”.Yes I had a problem with a mostly blocked widowmaker artery. It was fixed the next morning.
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    Roll of duct tape - OK in carry on luggage?

    If you use a quality tape you only need one shot at sealing a cardboard box. I had a lesson on this at a 3M trade show in the US. No need to do multiple shots over and across. I don’t know about fixing holes on aircraft as that is an engineers role.
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    AFR's Joe Aston goes BAM!

    We have ordered the book but it has not yet arrived. Should see it this week. Mrscove loved reading that part of the Financial Review. Now that the Financial Review is only available in digital form in WA she is less interested.
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    ATO (tax office) payments by credit card

    I passed on using a credit card to pay our Los Angeles county tax which runs at 1% of value because their processing fee was 2.2%.
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    AFF Member Stock Discussion

    We have two less direct holdings in Sigma. One is by holding HMC shares and the other with an HMC capital fund. The Sigma /Chemist Warehouse deal has now been approved. Have two meetings to attend this month. One is Mineral Resources and the other is Good Drinks Australia.Both companies need...
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    AFF Member Stock Discussion

    No GDA would remain a public unlisted company so that makes it more difficult to buy or sell shares. Have to work to get more than 25 % vote to stop it.
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    AFF Member Stock Discussion

    Yes we will work on the GDA voting when we are back in Perth. Have spoken with two brokers so far.
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    AFF Member Stock Discussion

    Yes our futures market is lower. I am hoping to get some orders done that were out on price yesterday. I was unhappy with Good Drinks Australia wanting to leave the ASX and be unlisted. It did give us the opportunity to buy quite a few at lower pricing. To block the delisting move we need 25.01%...
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    Qantas DSC October 2024 Offer - book by 31/10/24 & fly 1/11/24-19/10/25

    All I did today was book for the Gather Round in Adelaide. Looked at Perth- Melbourne in December but the QF business class was ridiculous compared with Virgin. I did a couple of others earlier. Thought about a run to Auckland from Perth with stops but could not be bothered.
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    Safety while travelling alone

    Well @Katie you have been lucky this time. Whether it is the US or Australia you do have to be aware.of your surroundings.i think I may have travelled to the US close to 100 times. We don’t stay in hotels on the ground floor ever and typically drive to supermarkets and shops.
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    AFR's Joe Aston goes BAM!

    I would just like to see the ATO taxing the recipients for the value they are receiving in the CL.
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    2024 Qantas AGM

    Well @CaptJCool did you get their lawn clippings salad?
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