Letters by company
Iress Ltd
2 letters discussing IRE. Everything written about it on this site is on its ticker page.
- 1851 Capital August 2026 Monthly Report The 1851 Emerging Companies Fund added new positions amid equity-market volatility as mixed domestic data, falling housing prices and sticky inflation raised uncertainty. Contributors included COG Financial, L1 Group, FDC and BetMakers, while IRESS and SmartGroup detracted after outlook and cost concerns. August 2026 —
- 1851 Capital 1851 Emerging Companies Fund July 2026 Monthly Report 1851 Emerging Companies Fund cited Bravura Solutions, IRESS, Viva Energy and Coast Entertainment as contributors after trading updates, software sentiment and refining conditions improved. Wagners detracted despite steady east-coast infrastructure indicators, while softer inflation strengthened the case against further rate hikes amid weak domestic trading updates. July 2026 —