Ally

speaker

177 appearances 1 recordings 1 series first heard Apr 2026 last heard 16 Apr

Ally’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

newest first · ▶ plays the moment

You may recall that I tried to play the earnings season here in Australia with GDG, which is the Generation Development Group.

Now, it had a mediocre reporting period and as such got punished.

It's down 11.5%.

Similarly, I had Goodman Group.

I was trying to play the data center thematic.

Not a good reporting season for Goodman.

Profit fell 8%.

So didn't time that.

Didn't play that.

Haven't had a great year, Goodman Group.

So what's the stock now?

Lesson learned.

It's down 15%.

Yeah.

If I look at my thematics, my thematic ETFs, I was in URNM, uranium.

It's down 12.65%.

I can sympathize with that.

Good, because I think you're also in uranium, Cam.

And then I was in copper as well.

I really went for like the metals play here.

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