Glennon Capital in The Rocks, Sydney | Investment management company

Glennon Capital

Locality: The Rocks, Sydney

Phone: +61 2 8027 1000

Address: Level 17, 25 Bligh St 2000 The Rocks, NSW, Australia

Website: http://www.glennon.com.au/

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• Investment management company
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24.01.2022 With the handing down of the recommendations from the Royal Commission into the Misconduct in the Banking, Superannuation and Financial Services Industry, what does it mean for investors? Read about it here -> https://www.glennon.biz///07/Did-the-banks-get-off-lightly

23.01.2022 Our Saturday newsletter included an interview with Michael Glennon, a Q & A with Paul Bolinowky, a flashback of Tim Powditch, our AGM details and a stock story on Pioneer Credit. If you wish to subscribe to our weekly newsletter, click here -> https://www.glennon.biz/subscribe

21.01.2022 Thanks to all those who participated in the webinar today. We had some great questions! We hope you enjoyed the content. If you want to hear more, come to our roadshow. The details are on our website and wed love to see you there.

20.01.2022 Its an invitation-packed post today. We have a lot of events between now and Christmas and each will be filled with informative and helpful content. We hope you can attend at least one. Friends are welcome too. Check them out here: https://youtu.be/tWtgDOfMt0c You can register for each of these events here: https://www.glennon.biz/events ... #LIC #investing #equities

19.01.2022 Wed rather buy stocks than bet on the Cup but if you are having a bet on tomorrows Melbourne Cup, good luck.My pick is Marmelo because Ive always been fond of a roughie. Enjoy your day off Melbournites!

19.01.2022 Great AGM today. Good to see so many shareholders there. The shareholders passed all the resolutions and the announcement has been made to the ASX. Our weekly newsletter will provide more details. Thank you to those who attended and those who voted.

19.01.2022 Wed love to join us for our upcoming webinar. Michael and Tim are working on some great content to share with you. Register at: https://register.gotowebinar.com/regist/2856121480562266370

18.01.2022 Flashback with our Portfolio Manager Tim Powditch from a 1998 edition of BNP Quarterly. You can read it here -> https://docs.wixstatic.com//a28365_35a0a9133a52425bbedd62d

17.01.2022 Tim Powditch talks to Jessica Amir about Glennon Capital, long-term performance and why we like small-caps. He also discuses some of the stocks we hold, the outlook for the fund and the principles we follow. Subscribe to our newsletter (https://www.glennon.biz/subscribe) for more insights delivered directly to your inbox every Saturday.... #Macmahon #Emeco #Alliance #Afterpay #Citychic #equities #lic

15.01.2022 IS IT TIME TO BUY OIL AND GAS? Buoyed by rising prices these two sectors are creeping back into the conversation well, much more than they have in recent years but still not at the frenzied levels we have seen in the past. For the oil sector this is a chance to make things happen while there is cash around.... Glennon owns a small oil stock called Otto Energy (ASX: OEL) which we have written about previously. OEL updated its production and sales from the SM71 production well in the Gulf of Mexico during the week. In summary, its share of annual sales is more than $50m. Its market cap is just $129m. It is using the cash to further explore the areas surrounding SM71, drilling new acreage in Alaska near extremely successful and large production fields and has begun an extensive new drill program in the Gulf Coast in partnership US drilling giant, Hilcorp. The share price doesnt seem to be reflecting reality (even though we have already made good money out of it). READ MORE AT https://www.glennon.biz///21/IS-IT-TIME-TO-BUY-OIL-AND-GAS

13.01.2022 VGI has released a short-selling report on Corporate Travel. This is one of the first weve seen from an Australian-based hedge fund and its likely that these types of reports will increase. These will create some volatility but should provide opportunities for us to invest in companies we had previously considered to be too highly priced for our portfolios. Watch Michael Glennons video about this here -> https://youtu.be/Q9ttcFFss7A #VGI #Glennon #equities

13.01.2022 Michael Glennon on Sky Business. Talking divergence, year end results, stocks, pricing and lots more.

12.01.2022 What should you look for when testing the quality of your investments?

12.01.2022 IN THE NEWS: Tune in to Equity Investor tonight at 6.30pm on Sky News Business (@SkyBusiness ) to watch Michael Glennons one-minute, one-take analysis on Afterpay ($APT), one of the stocks in our portfolio.

09.01.2022 THE WEEK THAT WAS AND WHAT IT MEANS FOR INVESTORS Undoubtedly a tough week for markets, with US stocks suffering their worst loss in eight months and Australian markets following suit. Interestingly the sharp sell-off has come from concerns that in response to the US economy growing too fast a rapid deployment of interest rate increases will apply the brakes too hard. The knee-jerk reaction has been felt most hard at the highly-priced end of the market, amongst tech stocks, where multiples have become extreme. Read more at https://www.glennon.biz//THE-WEEK-THAT-WAS-AND-WHAT-IT-MEA

09.01.2022 Heads up! Great Macmahon article in tomorrows Glennon Capital newsletter. Subscribe here: https://www.glennon.biz/subscribe #equities #LIC #Aussieshares

08.01.2022 The October webinar will be held this coming Thursday at 11.00am and will include a performance and portfolio update as well as a general market outlook on the themes which have emerged over the last few months. There is also the chance to ask either Michael Glennon (Chief Investment Officer and Founder) or Tim Powditch (Portfolio Manager) questions before the conclusion of the webinar. We hope can join us!... Register at: https://register.gotowebinar.com/regis/2856121480562266370

08.01.2022 Investors in a public company have less information available to them than company insiders and far less than secured bank lenders, yet they take the greatest level of risk. Public company investors really get very little information, generally two sets of accounts each year (half yearly and full year accounts) which usually dont include anything qualitative (as its not a requirement). Therefore, other than looking at the numbers which can be difficult to analyse - you have no idea about what that business is doing. Michael Glennons previous experience as a lender in the banking sector means that he knows how to source the extra information that is not normally available to consumers.

07.01.2022 Market meltdown? Phooey. Its time to grab a bargain, says analysts Experts https://stockhead.com.au//market-meltdown-phooey-its-time/

07.01.2022 Subscribe to our weekly newsletter here: https://www.glennon.biz/subscribe

06.01.2022 Glennon Capital Webinar - Last Chance to Register Date: Thursday 22nd March Time: 11am - 12pm Strong Performance in February for Glennon Small Companies Fund Ltd ASX:GC1. In February the portfolio had a strong return +2.27% while the S&P/ASX Small Ords Accumulation Index returned +0.03%. FYTD a gross performance of +22.53% outperforming the Small Ordinaries Accumulation Index by 4.44%. I hope you can join me for the webinar to discuss the year ahead for small caps.... You do not need to be a shareholder to attend, all you need is an interest in investing in small caps for income and growth. Regards Michael https://register.gotowebinar.com/regis/5528933092445639939

06.01.2022 Shareholder Update: Dates regarding the dividend and posting of advice notices are as follows:

05.01.2022 Apparently Facebook crashed today.... all the more reason to subscribe to our newsletter so all our news goes straight to your inbox each week. Subscribe at https://www.glennon.biz/subscribe #nevermissathing

04.01.2022 We have just released our Investment Report & NTA for January 2018. In January, the portfolio returned a positive return of (+1.44%), while the Small Ordinaries Accumulation Index had a negative return of (-0.54%). It was pleasing to see the portfolio out-performing and posting a positive return while the market pulled back. Read More: https://www.asx.com.au/asxp/20180212/pdf/43rhx6y9hdmtk9.pdf

04.01.2022 There are more opportunities in the small-cap space than anywhere else. Watch the video to hear what Michael Glennon has to say about small cap investing and the opportunities he finds.

03.01.2022 Our weekly newsletter this week reports our results for the year ended 30 June 2018. Highlights include: Investment Portfolio Return of 30.4% (gross) Portfolio outperforms S&P Small Ords(1) by 6.2% Pre-tax profit $12.1m and post-tax profit of $9.4m Final Fully Franked Ordinary Dividend of 3 cents per share. We also report on the results of two stocks held in our portfolio; Service Stream and Fiducian. Plus the latest research from Independent Investment Research - whi...ch names us as the best performer in the small cap space for the year to 30 July 2018. Subscribe to our newsletter here -> https://www.glennon.biz/subscribe

03.01.2022 Read the Q&A with Paul Bolinowsky on his new role as CEO of Glennon Capital. Click here > https://industrymoves.com//q-a-with-paul-bolinowsky-on-his

03.01.2022 As many of you know, I was in the media at the beginning of the year speaking unfavourably about Bitcoin. As I said then, and I reiterate now, I would rather have my investments in the form of businesses that are growing or businesses that make real cash profits. Thats really our philosophy here at Glennon Capital and it has served me well since the start of my career back in the 90s. Soon after the Bitcoin article was published the cryptocurrency market imploded, with many ...crypto investors (especially those who invested in January) experiencing a portfolio decline of 70% or more. The more seasoned crypto investors, many of whom had experienced this type of volatlity before, stated that a rebound would occur within a few months but here we are, eight months on and still waiting for a significant upward movement. Although I remain committed to the statements I made in the Financial Review, I want to be clear that I am less pessimistic on blockchain technology, which has considerable potential. Indeed, the Australian Securities Exchange (ASX) is looking at integrating distributed ledger technology (DLT) onto their platform. This will result in a reduction in the time, risk, cost and complexity of transactions. Its an interesting space, and one that I watch, but we plan on sticking with what we know well - which is under-researched small and micro-cap Australian stocks which we believe have a significant upside potential over time. If you want more info on Glennon Capital, please drop a comment below or email us. MG

03.01.2022 Glennon Small Companies Ltd delivers strong investment outperformance and announces dividend Highlights for the year to 30 June 2018 Investment Portfolio Return of 30.4% (gross)... Portfolio outperforms S&P Small Ords(1) by 6.2% Pre-tax profit $12.1m and post-tax profit of $9.4m Final Fully Franked Ordinary Dividend of 3 cents per share Listed Investment Company Glennon Small Companies Ltd (ASX: GC1) has announced a pre-tax profit of $12.1m and post-tax profit of $9.4m for the year to 20 June 2018 (an increase from the previous year of $162,000 and $322,000 respectively). The Net Tangible Assets (NTA) closed the financial year at $1.2138, up 23% from 30 June 2017. The company has also announced a final fully franked dividend of 3 cents per share for the year. This brings the total fully franked dividend for the period to 30 June 2018 to 4 cents per share. Over the twelve months to 30 June 2018 the companys investment portfolio has returned 30.4%, outperforming the S&P Small Ordinaries Accumulation Index by 6.2%. Chairman and Chief Investment Officer, Michael Glennon said Glennon Small Companies has continued to make solid progress against its strategic objectives and I am delighted that we have delivered growth to our shareholders. We are committed to increasing that value over time by investing in well-researched Australian companies and communicating our initiatives to the market.

02.01.2022 https://youtu.be/xyz_wq2_bPc

02.01.2022 What do falling house prices mean for equity investors? Leading economists have all tipped that the housing markets in all major cities will fall. Despite years of low interest rates good for mortgage holders but not so good for retirees many people will find themselves in a home where not much equity is held. So why have house prices fallen and what lessons can be learned from this?... Read more here -> https://www.glennon.biz//What-do-falling-house-prices-mean

01.01.2022 Michael spoke with Stockheads Melissa Yeo last year on why everyone should have a small cap in their portfolio.

01.01.2022 The Glennon Capital Small Companies Portfolio available on HUB24 has achieved a return of 16.3% FYTD and 15.5%pa Since Inception (01/07/2010). Want to know how to identify quality small caps? Join Glennon Capital at the HUBsights webinar on 11 April to find out more. Register here: http://bit.ly/2JihnrR