KFL - March 2025 Quarter Newsletter

MKTUPDTE
Mon, Apr 28 2025 08:30 am

Kingfish has provided a copy of its March Quarterly Newsletter which has also been mailed to shareholders.

Newsletter includes:
- Commentary on the quarter
- Performance as at 31 March 2025
- Portfolio holdings as at 31 March 2025


Announcement PDF


Markets News

ComCom dithering over Manawa deal cost some millions
Markets

Paul Ridley-Smith: ComCom dithering over Manawa deal cost some millions

Negative messaging over straightforward deal left shareholders guessing.

Primary Sector

Milk and money flow as season ends on high

NZ's prices have benefited from weak supply overseas and strong demand.

Milk and money flow as season ends on high
Markets Market Close

NZX tracks US futures down 1.23%

The Warehouse Group is trading close to record lows.

Gregor Thompson 19 May 2025
NZX tracks US futures down 1.23%