The Seneca boys have been giving QOR a strong recce since they bought in after a presentation in July. I topped up as soon as I heard that, and haven't regretted it. QOR seem to be flying under the radar at the moment - just that bit too small for many to follow. The sort of company many here find attractive.

I strongly second @GazD's suggestion - it would be really good to hear them speak in a less "presentational" setting.

Any interest in this one @Strawman ?

Actually just sitting down today to try and lock in some interview guests for 2026. So will definitely try and line up a chat with Luke.

Hi @Strawman

would you mind trying Sam Watson from Bioxyne again?

And David Riches from GNP, though I suspect less chance of success from him!

thx

charlie

Nice one Charlie -- I just emailed Sam and David now. Fingers crossed!

I know you've tried and failed before @Strawman , but I'd still like to hear from someone from FBR.

Happy to try again @tomsmithidg

What's weird is that, as a general rule, the further a company is away from viability, the easier it is to line up an interview!

Would've thought they'd trip over themselves to present to a group of investors such as ours

¯⁠\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯

On a scale of FBR to 10 how close to viability is your company haha. Would love to know what happened with that CRH JV failure.

Saw this on the schedule. Thanks for getting a meeting with Qoria @Strawman.

Hmm, it's not in the S&P database as yet @twee . Or at least not under that name.. still has it marked as delisted, so I assume the ticker was used previously by another company?

I'll try again in the coming days, as it should bubble through their systems soon.

@Strawman is BPG added yet? cheers.

Should be good now @twee

Fully agree @UncleWally! MFPro was life changing in many ways. I was barely 6M-ish into MF, doing stupid things, before MFPro came up. It was on pure blind faith I paid up, acted as instructed, and the rest is history, still playing out today ... It wasnt only about the stunning returns, but the education on how to properly invest that made the difference

LHGG and Maven is part of my diversification and risk management strategy in terms of companies, global vs domestic and keyman/investment style and have signed up to both on day dot.

A few years back, prior to joining SM, I looked to LH and Maven to get ideas - "if it was good for Joe and/or Matt, it must be good for me" was my mindset. But since joining SM, that approach no longer made sense as trying to replicate their holdings worked against my diversification strategy.

Long may their success continue!

The elusive Matt Joass! I really like his way of thinking about stocks. Mader Group is one of my big holdings that has done well thanks to him. Excellent score @Strawman .

I'm sure there are many happy investors in the Maven Small Companies Fund among the Straw fraternity

Fabulous, I enjoy Matts thinking and strategic approach. Also good to listen to.

Thanks @Strawman for getting Matt Joass on!

Great conversation, and really interesting to hear his take on a few companies, whether AI is a bubble, and how he approaches his process. I’m also invested in the Maven fund, so it was valuable hearing his perspective directly.

I think AI is a great tool, but as Matt pointed out, its foundations and limitations still matter. In some ways it already reminds me of social media and how quickly it can shape narratives.

I couldn’t help thinking of that post on Twitter/X while he was talking about AI:

“The dumbest person you know is being told: ‘You’re absolutely right!’ by ChatGPT.”

You have to check out South Park's take on this @Magneto. Absolutely nails it.

Here's a clip that gets at what you're talking about

https://youtube.com/shorts/5klhOEkdCQ4?si=Px2IU3c1V006GN07

Definitely check it out!!