TALKING SHARES

June Meeting

1. Key Ecxonomic Happenings: RBA, State Budget, Commodity prices, Inflation, unemployment etc.

2. Members share activity

3. Shares of Interest: updates and new suggestions

        Please have data, share value range, major events etc. on shares previously put forward

4. $100 k phantom portfolio :- please have updated figures based on share values on 2/6/25.

5. Worthwhile articles , podcasts etc

Discussion sought on

1. Examine (TSL ) , Australian company seeking to mine titanium deposits in Sri Lanka.

2. Impact of US instability on Australian Superannuation funds.

3. Trump threatening to tariff US companies that don’t build factories domestically and produce

         products.

4.With weather severe events across Australia are commodities shares a worthy investment ?

The meeting was held in a comfortable lounge area of the Blackburn Hotel and we were looked after very well with complimentary coffee and water.

As you can see the agenda was lengthy and was further enlarged with extra contributions; a very interesting meeting with strong engagement.

An update with the $100k phantom portfolio, some movement in rankings:- Daryl, Keiren, Dale, Peter, Paul.

After the meeting a meal and terrific social time that went longer than the meeting !

Coordinator, Daryl Rogers

May Meeting

Our last meeting held at the  Blackburn Hotel on Tuesday 6 / 5 managed to get through a packed agenda . There was still plenty of time for asides, stories and personal experiences; plus much laughter. In respect to the latter other patrons perhaps were wondering what or how much we were drinking - (coffees mainly). The meeting generated plenty of ideas that were shared, note taking some of these and further discussion of the key ideas.

Our $100 ,000 phantom portfolio competition continues to create a great deal of interest. Leading places have changed, first Daryl, second Kieran and third Peter; more developments I am sure will change these leader positions .
Coordinator - Daryl Rogers

The April meeting is cancelled due to many overseas and interstate travellers among our group.

The'appetiser' topic for the Febrary meeting was the coming RBA decision on whether to decrease the official rate, leave unchanged or increase; a plethora of influences and impacts discussed, a very good discussion.

Several previously discussed “shares of interest“ were updated and some new additions put forward. The first month’s figures for the $100k portfolio challenge were compared with great interest; Kieran , the President from Boronia Probus the “bolter“! With some major drops on the ASX recently little wonder some of us were in the RED! Stay tuned, there will be changes I am sure. Articles of interest were shared.

Share trading “bloopers“ was an interesting agenda item, significant losses also means some valuable learnings would summarise this segment.

Contact Daryl on 0437 369 584 if you have questions or would like to join us.

Our group managed to work through what turned out to be an ambitious agenda. We revisited the group’s guiding statement. Further updates on previous shares of interest were covered together with contributions of new shares of interest. There was discussion of members share activity. A new agenda item looking at interesting articles and videos brought good results.

Perhaps the greatest collective engagement was each member providing a description of their portfolio for the $100,000 phantom competition. Members have structured their portfolios in different ways. The test of course is how they perform overtime.

Next meeting will be the first comparison, so a very lively item that will be on the agenda!

If there are any other members who wish to join the group and pick up with the competition it is not too late. Big prizes of course for the portfolio with the highest capital gain and second the highest dividend earner. The last agenda item was essentially topics members’ had raised and this was
productive.

So a meeting with a great deal of discussion, learning, explanation and laughter; and significantly contributions from everyone including new member Scotty!

Any queries about joining the group please contact Daryl Rogers on 0437 369 584