Wry & Dry #45-26 Australia’s Strait of Hormuz. Different Garbage. Negative trust.
Australia now has its own Strait of Hormuz. Garbage and potholes one month, PM the next? Which country has negative trust? Changing a political party’s name invites cynicism. Home auction ‘clearances’ collapse – now there’s a surprise. Teals bid for Senate.
Company news – Metcash, Emeco, Reliance Worldwide & Judo Capital
This week’s Investment Matters is deliberately company focused. There is no need to force a single market theme across four very different company updates. Instead, the value lies in examining what each announcement tells us about the businesses we own, the risks we manage, and the decisions we have made in our portfolios.