It has been a positive start to the 2020 financial year with the Pre-tax NTA rising +13%. Investee companies performed strongly through the latest reporting period and the WA economy continues to print encouraging figures. Investment in gold development companies are paying off and WA is on the cusp of another round of major resource infrastructure spend.
Read More »The Ozgrowth portfolio value increased 2.3% in August, significantly outperforming the market. In this short video, Dermot Woods and Phil Rees discuss the payment of the final dividend, expiration of options, strong results from reporting season (ASG.ASX, MAH.ASX) and other drivers of portfolio performance (WAF.ASX, ORR.ASX). Click the video to watch.
Read More »The Westoz portfolio value increased 3.3% over the month of August, significantly outperforming the market. In this short video, Dermot Woods and Phil Rees discuss payment of the final dividend, expiration of options, results from reporting season (ASL.ASX, MAH.ASX) and other contributors to portfolio performance (WAF.ASX, ORR.ASX). Click the image to watch.
Read More »The Westoz portfolio value increased 4.4% over the month of July. In this short video, Dermot Woods and Phil Rees discuss WIC shares trading ex dividend, the expiration of options, drivers of portfolio performance (gold stocks, CWP.ASX) and recent portfolio activity. Dermot also comments on his takeaways from the Diggers and Dealers Conference. Click the […]
Read More »The Ozgrowth portfolio value increased 7.0% in July. In this short video video, Dermot Woods and Phil Rees discuss the share price trading ex dividend, drivers of July’s portfolio performance and recent portfolio activity. Dermot also reports on his takeaways from the Diggers and Dealers Conference. Click the video to watch.
Read More »The Westoz portfolio value increased 1.6% over the month of June. In this video update, Dermot Woods and Phil Rees comment on the 3 cent per share fully franked final dividend provision, the 6 cent per share target dividend for FY20 and contribution to performance from Ausdrill Limited (ASL.ASX) and SRG Global Limited (SRG.ASX). Cash […]
Read More »Jaime Underdown and Phil Rees discuss the Dividend Reinvestment Plans (DRP) for WIC.ASX and OZG.ASX. With dividend season just around the corner, shareholders should review their current preference and update it if need be. Benefits of a DRP include: No transaction fees or brokerage, priced at a discount to after tax NTA, compounding growth, non dilutionary. […]
Read More »Dermot Woods was interviewed on CommSec to discuss the WA economy, current opportunities and the market outlook. Click the image to watch.
Read More »The Ozgrowth portfolio performance was down over the month. In this short video, Dermot Woods and Phil Rees comment on trade tensions, the election result and the RBA rate cut influences on the broader market, portfolio activity and stock specific news including SRG Global and Empired Limited. Click the image to watch.
Read More »The Westoz portfolio performance was down over the month of May. In this short video, Dermot Woods and Phil Rees comment on the election result, RBA rate cut and portfolio activity, as well as finding new opportunities in the materials sector. Click the image to watch.
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