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5.Case Study

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1 Dec 2022 (AFR) – Dixon Advisory clients to receive pittance under deed of arrangement

(1 December 2022, AFR, p21, Carrie LaFrenz and Jonathan Shapiro) – Here is a case study example of the possible outcomes when investing in various funds. “Dixon Advisory’s administrators have told the failed group’s creditors – all of whom are current and former clients in its ASX listed US property fund – to back a … Continue reading

12 July 2022 (AFR) – Wirecard forged client details to secure $1.3b SoftBank investment

(12 July 2022, AFR, p26, from Financial Times) – This delve into the recent Wirecard fraud case is incredulous, due to the huge amount of money embezzled. “Frankfurt/London | Wirecard forged client data and lied about internal records to secure a €900 million ($1.3 billion) investment from SoftBank that was seen as a vote of … Continue reading

7 July 2022 (AFR) – Greed drew Goldman to dubious fund

(7 July 2022, AFR, p28, Aaron PatrickSenior correspondent) – This news article gives a great insight into the workings of some hedge funds. “You probably haven’t heard of Bill Hwang, but until the COVID-19 pandemic, he ran a $50 billion hedge fund that blew up in one week. The family-owned fund, Archegos, was one of … Continue reading

3 Dec 2019 (AFR) – AustralianSuper stares down shorts on Syrah

(3 December 2019, AFR, p14, Peter Ker, Resources reporter) ‘Australia’s biggest superannuation fund says the investment thesis that attracted it to Australia’s most shorted stock remains intact, in a major vote of confidence for struggling graphite producer Syrah Resources. Syrah shares have fallen by 94 per cent since June 2016 and its ability to outlast … Continue reading

14 Nov 2019 (AFR) – Failed company case study: Former RCR boss counts on ‘honest’ defence

[COMMENT: This is a case study example of a listed public company that went belly up, and the share market investors lost all of their investment. Caveat Emptor. Investors need to watch out for the tell-tale signs and bail out in advance. The signs are often there in the share price chart – see adjacent … Continue reading

4 Nov 2019 (AFR) – ASX:BEE – Happy hour over as craft brewer Broo’s shares go flat

[COMMENT: This is just for filing – a record of the share price performance since floating in October 2016. A rather sad result.] (4 November 2019, AFR, p25, Simon Evans, Senior Reporter) ‘… Broo listed on the ASX in October 2016 as a brewing ”underdog” using its Australian-owned status as a challenger to beer giants … Continue reading