Factor Update, August 2, 2025
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SM1 – Synlait Milk Limited
Synlait Milk Ltd (SM1) has a strong partnership with the other major milk producer A2 Milk Company Ltd (A2M), with exclusive supply rights…… that was then, but now, it’s different?!. High-stakes dairy drama By Glenn Dyer A high-stakes game of dairy “Russian Roulette” is unfolding across the Tasman between struggling Synlait (ASX:SM1) and its once-close…
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Buy oil when there’s peace in the streets – Fat Tail Daily
While stocks have recovered from the tariff tantrum, the oil price remains in the doldrums. And that means investors can still join the relief rally at a discount. Well, it didn’t take long for the stock market to shrug off the economic apocalypse. Most of the indices around the world, including ours, are now up…
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Tokyo Electron: Ready For A Cyclical Rebound (OTCMKTS:TOELF)
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