Thanks Andrew, I thought it was a great chat. Felix also enjoyed it.

After chatting with you I went to my favourite way to catch up on Australian financial news, which means watching Alan Kohler's ~2min segment on the ABC. As someone who lives in Singapore I can watch an entire weeks worth of news in 10 mins. I have him Bookmarked because he is one of the most sensible voices in Australian finance.

https://www.abc.net.au/news/programs/kohler-report

Given our chat on Australian property I thought it funny to see Alan had shared this graph last night. Although the consequence of the graph is not funny at all!!

Cheers

JM

Thanks @JohnnyM, I caught up with the chat on the drive in this morning (the SM phone app meeting page works like a podcast player if you don't have time to sit down and watch the meetings).

Great to hear some insights from the other side. I have my hands full understanding what the balance sheet is trying to tell me, figuring out what it's trying *not* to tell me is next level indeed. Kohler is a must watch for me also, ABC clip the finance section out and upload it to youtube not long after it airs live. The algorithm has me figured out so it's always at the top of my list.

Thanks again, a careers worth of learned experience is invaluable to me, a young(ish) investor. All the best.

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!