Wry & Dry #11-27
There’s a slight bias away from matters Antipodean this week. In fact, it’s 90% non-Australian focussed, as Wry & Dry is fed up with Mono cell, Uncle Albo, Farmer Taylor, etc. Except for where to go when the apocalypse comes. Then, self-determination but not self-sufficiency. The English Patient, err, English Customer. And Piddington, the mouse that roared.
Choppy markets, cash and company updates from Pikka, AZEK and Agilex
This week we revisit three important portfolio companies. Santos and Healius combine a review of their recent results with developments since. James Hardie combines its strong first-quarter FY27 result with the investor day held this week, the first since the acquisition of AZEK.