Letters by company

Barrenjoey Group Limited

1 letter discussing BJY. Everything written about it on this site is on its ticker page.

Sandon Capital — Activist Fund Monthly Report October 2026 Sandon Capital attributes October’s decline to a sharp small-cap selloff, with Fleetwood, BCI Minerals, COG Financial, Southern Cross Media, Coventry Group and Barrenjoey among the main detractors. The fund cites Spectra Systems’ first Fusion substrate order from Egypt, Coventry’s margin-led EBITDA improvement, Fleetwood’s pending Red Dog acquisition and Barrenjoey’s renaming from Magellan. October 2026 CYG FWD $130MSPSY $111M