Half Year 2026 Cadence Capital Ltd Earnings Presentation (Pre-recorded) Transcript
Ladies and gentlemen, welcome to the Cadence Capital Limited half-yearly webcast for December 2025.
Their portfolio had a strong period of performance, up 25.3% for the first half, outperforming the All Ordinaries Accumulation Index by around 21%. Top contributors during the period were Robex Resources, Kingsgate Consolidated, Equinox Gold, Taraco Gold, Endeavor Mining, Samsung Electronics, and New Gold. Obviously, a lot of gold stocks and material stocks in that list.
The largest attractors from Performance were Boss Energy and QBE Insurance. Neither of those stocks are in the portfolio anymore.
In recent years, we have highlighted that gold prices were rising, whilst gold mining company valuations had not risen
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