ERA.AX Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Aug 1, 2024	Packer & Co	-	-	ERA.AX, RIO	Asset Management, Australia, Corporate Governance, Mining, Shareholder rights, uranium	Jabiluka is described as arguably the world's best uranium deposit with resources worth over $50 billion that could power 1% of the world's energy grid with carbon-free electricity for 30 years. The Northern Territory Government rejected the 10-year renewal of the Jabiluka mineral lease, extinguishing ERA's main asset. The development of Jabiluka is characterized as clearly in the national interest for clean energy needs.	ERA.AX	View
2023 Q2	Jun 30, 2023	Packer & Co	-	-	BABA, BAYRY, BKY.AX, CEO, CHL, CHU, ERA.AX, HES, NHC.AX, STNG	Banking, China, energy, inflation, interest rates, real estate, Recession, value	Central banks printed money believing it would have no consequences for inflation or interest rates, but inflation rose from 2% to 9% in a year. Core underlying inflation is proving hard to eradicate as wage increases spur prices, forcing the Federal Reserve to raise rates by 5% in just over a year.		View
2023 Q4	Dec 31, 2023	Packer & Co	-	6.2%	0762.HK, 0941.HK, AAPL, AMZN, BABA, BAYRY, BKY.AX, CNOOC, CVX, ERA.AX, GOOGL, HES, META, MSFT, NHC.AX, NVDA, SRUUF, STNG, XOM, YCA.L	China, energy, oil, Recession, technology, uranium, value	The fund holds CNOOC as its largest position at 10.4%, China's premier oil company producing 2% of world oil. CNOOC trades at just 4x P/E and is rapidly expanding output with focus on offshore China and Guyana where it holds 25% interest in the enormous Stabroek discovery alongside Exxon and Hess.	9988.HK ERA.AX 0941.HK HES CEO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Packer & Co	Energy Resources of Australia Limited	Materials	Metals & Mining	Bull	Australian Securities Exchange	Australia, commodity, energy transition, Mining, nuclear energy, Resource Appreciation, uranium	View Pitch
Apr 13, 2026	Fund Letters	Packer & Co	Energy Resources of Australia	Energy	Uranium & Nuclear Energy	Bear	ASX	Asset Stripping, Australia, Bear, Corporate Governance, Government Regulation, Lease Renewal, Mining, minority shareholders, nuclear energy, Rehabilitation, Rio Tinto, Traditional Owners, uranium	View Pitch

BSD Shareholders of ERA-AX

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

ERA-AX

ERA-AX

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of ERA-AX

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