Letters by company

Great Eagle Holdings Limited

2 letters discussing GEAHF. Everything written about it on this site is on its ticker page.

Palm Harbour Capital Letter 2021 Q4 | 311 KB Palm Harbour Capital argues that inflation, higher rates and fading retail speculation favour cash-generative value businesses with pricing power, commodity exposure and hard assets. It reviews OCI’s fertilizer and methanol assets, Great Eagle’s Hong Kong property and hotel holdings, and operating progress at International Game Technology, OVS, Avid Technologies and Ringmetall. fourth quarter 2021 GEAHF $1.3BOCINF $981M0R5R
Palm Harbour Capital Q4 2023 Letter Palm Harbour Capital increased its Japanese allocation on expectations that stock-exchange pressure will improve capital allocation and shareholder engagement. The fund exited C Uyemura, Bayer and several other positions, while retaining both Solvay and Syensqo after their separation and building exposure to OCI’s asset-sale-driven value realization. fourth quarter 2023 SHBBF $9.1BSVYSF $2.9B4966 $2.2B