ASX-listed explorer Adriatic Metals’ shareholder register has been blown open for the first time, paving the way for some big mining sector names to take a closer look at the company and its projects.
UK-based Adriatic Metals wants to dig for silver and other metals in Bosnia and Herzegovina. Its flagship project, Vares, was said to be worth $US1 billion on a net present value basis (discounted at 8 per cent), could deliver 113 per cent internal rate of return post tax and require $US173 million of capex, according to its definitive feasibility study.
Ask A Fund Manager: Datt Capital’s Emanuel Datt recalls the expensive lesson that taught him the importance of dollar-cost averaging.
The Motley Fool chats with fund managers so that you can get an insight into how the professionals think. In this edition, Datt Capital principal Emanuel Datt explains how a coal miner could possibly be a great investment and why it’s important to practise dollar-cost averaging.
Ask A Fund Manager
The Motley Fool chats with fund managers so that you can get an insight into how the professionals think. In this edition, Datt Capital principal Emanuel Datt reveals how he’s counting on his 2 largest holdings doubling in value in the coming year.
Emanuel Datt: Datt Capital seeks to identify high growth and special situation opportunities within Australian markets with no institutional constraint. We aim to exploit informational, analytical, behavioural and structural edges in a high prediction environment over time to really try and capture the right feel risks out there. Overall, we’re opportunistic and disciplined, with a strong emphasis on risk control.
12 October 2021
Datt Capital Absolute Return Fund posts 14.98%pa compound return as it hits three-year mark
Australian Equities boutique fund manager Datt Capital has marked the third anniversary of its
Absolute Return Fund by posting an annual compound return of 14.98%pa, almost 50% above the
ASX200 Accumulation index, a commonly used benchmark, which was circa 10% pa for the same
You’ve been bullish on buy now, pay later (BNPL), how far up did you ride Afterpay?
We were relatively early investors in Afterpay, first jumping on board around $7. We actively managed our position, but the stock had really reached beyond our mandate once it passed the $50 mark.
11 August 2021
Crypto is here to stay, says Datt Capital
ASX listed low-cost securities trading platform SelfWealth (ASX: SWF) recently announced they were
intending to launch cryptocurrency trading as part of their broader wealth eco-system.
2 August 2021
Afterpay - Square transaction definitely has the ‘WOW’ factor- Datt Capital
Australian investment manager and early Afterpay investor Emanuel Datt, CEO of Melbourne based Datt Capital, has commended the parties in the proposed Afterpay and Square transaction. “This is the largest transaction in Australian corporate history, and it makes compelling sense,” he said today.
29 July 2021
Extravagant’ monetary and fiscal policy to support small caps'
Boutique investment firm Datt Capital has posted a 26.9 per cent return for the 2019-20 financial year, beating its absolute return benchmark. The unique Datt Capital Australian Equities Absolute Return Fund invests in a concentrated portfolio of Australian assets across multiple asset classes, but primarily debt and equity; is industry- and market-cap-agnostic, investing solely in the best opportunities that provide the best risk-adjusted returns.
19 July 2021
Small to mid - cap ASX listed companies the new frontier for Australian investors
- Datt Capital posts 26.86% return for the Datt Capital Australian Equities Absolute Return Fund
Boutique investment manager, Datt Capital’s Chief Investment Officer and founder Emanuel Datt
believes that the recent Datt Capital Australian Equities Absolute Return fund performance of
posting a 26.86% return for the FY ending June 30, 2021, reflects the potential of ASX listed small to
mid-cap companies for growth and value opportunities.
This result is a 21.59% outperformance of the Fund benchmark (RBA Cash + 5%) which was 5.27% for
the same period.
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7 June 2021
Position portfolios for the inevitable: Datt Capital
Inflation: It’s not coming … it’s here
Founder of boutique Australian equity investment firm Datt Capital, Emanuel Datt, is advising investors to modify their portfolio to take account of inflation, which he says “is already evident on the ground despite what government figures are telling us.”
“In practical terms, we've seen broad price rises in almost every aspect of everyday life across the board over the past 12 months. We ourselves have noticed large price increases in an array of services such as Uber fares, home food delivery prices and the cost of skilled blue-collar services like plumbing.
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