Gemma Dale

speaker

925 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

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

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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All that stuff.

Overpriced, however, dangerous game selling it, to your point about time in the market, because every time you sell CBA, it runs 20%, drives you mad.

CBA, underwater, financials basically dead flat over 12 months.

The one that's absolutely beautiful is the right-hand side, which is in the second biggest box, all green.

That's materials.

So that is your BHP, your Rio, your Fortescue, your Pilbara Minerals, PLS now.

There's only two red boxes in that one, and it is up nearly 60% over 12 months.

Now, what I love about doing this particular preso is 12 months ago, you could switch those colors and numbers.

Financials were up nearly 60% year on year.

Materials, I think, were down over 12 months at that point in time.

So there's just been a complete flip in what's driving the ASX.

And it is so neat.

But to your co-author's point, we're good at a couple of things.

They are mostly banks and materials.

Yeah, we would like the gas majors to not pay us.

We're just happy for them to make some money and enjoy their life.

Anyway, consumer discretionary underwater, but very mixed you can see from the different colours in that box.

Energy small, to your point about giving away gas.

Energy is small but very, very green, which you would anticipate after an energy shock of the magnitude we have seen.

And then a few other ones we'll talk about.

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