Kingfish has provided a copy of its December Quarterly Newsletter which has also been mailed to shareholders.
Newsletter includes:
- Commentary on the quarter
- Performance as at 31 December 2024
- Portfolio holdings as at 31 December 2024
Steel demand at lows not seen since the 1990s, but Steel & Tube sees opportunities.
The $3.05 per share price is at an almost 30% discount.
SolarZero's complicated arrangements would have to be sorted.
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