Ann: Becoming a substantial holder, page-38

Paradice is well known in Aus investment circles.
AFR.

https://www.copyright link/wealth/investing/how-the-rich-invest-david-paradice-20180411-h0ylvc

For those that like reading on investing, there’s a good book I read years ago that included Paradice. It profiles well known Aust fund managers/investors. Masters of the Market.

Personally had a great experience on GXY with Paradice. They checked in at a time many others had checked out. Became substantial in November 2015, share price 8-10c (pre 5 for 1 consolidation) share price is now $2.77now (equals 55cents pre 5 for 1 consolidation). Cornerstone holder during a great resurgence in fortunes for GXY. Glory days of the last Lithium boom.

Buying stocks that are trading at lows with ability to come back. Stocks on the cusp of commencing or re-commencing production, leading to earnings and likely corresponding uplift in values. The ability to catch unfolding growth stories at the right time is not always easy,(market throws curveballs for investor over time) but rewarding when getting it right.

Charts below of GXY SYR and EGR. Setting up for the next boom phases in EV battery. Macro trend is looking very positive since 2021. EV Battery Outlook for next 5-10 years looks very strong.

Its interesting to see what part of the chart/cycle Paradice gets involved.