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Jeremy Raper Joins RangeleyDownload The information contained in this article is not and should not be construed as investment advice.  Investors should make their own decisions regarding the prospects of any company discussed herein based on such investors’ own review of publicly available information and should not rely on the information contained herein.

Wisr Limited (Australia: WZR.AX) – last price 3.5c – ~A$62mm market cap A quick follow-up to my July write-up, now that WZR has printed 1Q27. The thesis is developing nicely, and indeed, faster than I modeled. Originations hit a record $254mm (+73% YoY, +28% QoQ, a $1bn+ annual run-rate), against the +25% FY27 growth I … Continue reading Quick update on Wisr (WZR), and a new special sit name for the book

Regular readers will know Humm has been a huge disappointment this year – two failed control processes, a Takeovers Panel declaration, an EGM, a reconstituted Board, and a share price that has gone from 70c to 40c while the business underneath it has done, well, not much at all. The next chapter is the AGM … Continue reading Humm (HUM.AX) – how I’m voting at the AGM

.Regular readers will know that since restarting the blog I have been fishing at the nano-cap end of the Australian market, on the simple logic that this is where the genuinely mispriced securities live. And while the sample size is small, the market gods have been kind to us over the last quarter or so: … Continue reading SPC Global (ASX: SPG)