Forum Topics Sophisticated Investors
Rocketrod
Added 2 months ago

After registering to watch Andrew’s recent webinar with Tony Abrahams (AIM) — which I found very informative — I received a follow‑up email from AIM. The email invited me to confirm my shareholding for better engagement (not sure exactly what I get for my troubles but I'll settle for an increasing share price over time).


What caught my attention was that they also asked if I was a sophisticated investor and, if so, to provide the relevant documentation. In return, AIM said I’d receive notifications about future capital raise opportunities.


I'm wondering if any Straw members have received similar invitations from listed companies to join the “priority queue”? 

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UlladullaDave
Added 2 months ago

I have a feeling that would be NWR requesting that info so they can send you marketing material about cap raises for companies they manage.

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Solvetheriddle
Added 2 months ago

@Rocketrod mate, they have sniffed out the big money lol. im on a couple of these lists, and I get offers to participate in many and varied raisings. ive ignored all of them. i can lose enough $$ in stuff i think I know something about, i don't need stuff I know nothing about. So I think @UlladullaDave is right, it's the middlemen expanding their book.

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NewbieHK
Added 2 years ago

Thought I throw these two points out to get @Strawman opinion ????. The second one in particularly made me laugh. I only today learned that it’s based on assets and your home is included!!!

Now over to you Andrew…

Sophisticated investor status in Australia faces tighter wealth thresholds


Rising house prices have swelled the ranks of sophisticated investors





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Strawman
Added 2 years ago

It's too overt to say "rich", and "sophisticated" has a much nicer ring to it. Haha

It's one of those things that has good intentions, but you could argue it just keeps the 'riff raff' out of opportunities the wealthy get to enjoy.

Or, in many cases, it stops shills flogging crappy financial products to those least able to wear the inevitable loss..

I think it's madness to include the family home. I'm assuming it's the net value after accounting for the mortgage? But wouldn't surprise me if it's just the gross market estimate.

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ArrowTrades
Added 2 months ago

30 year old Jeff with a degree in accounting and 7 years in the game earning $200k p/a = Not sophisticated investor

300 current AFL players age 21-34 = Sophisticated investors

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