ParagonCare – the virtue of new management and new business lines
In this week’s update, we delve into insights regarding ParagonCare’s recent strategic movements. Read the previous week’s Investment Matters. Photo © Bambambu from Via Canva.com` Copyright 2025 First Samuel Limited ParagonCare (PGC) has been a long-held position in clients’ Australian equities sub-portfolios. First Samuel clients are collectively one of the largest institutional shareholders of the […]
Aurelia Metals
Aurelia Metals is a polymetallic mining company based in the Cobar region of western New South Wales.
Clients have appreciated the strong growth in the Aurelia Metals’ share price over the past couple of years. FY25 YTD, the stock is up more than 50% after doubling in FY24. Aurelia’s share price was above 30c this week, and we have trimmed the position slightly in recent weeks.
How Relevant is the ASX in View of Large Takeovers?
A client recently asked some questions about the affect on the ASX of the takeover of companies by private equity funds and large industry superannuation funds. Craig Shepherd, our CIO, responds.