Letters by company
Southern Cross Media Group Ltd
2 letters discussing SXL. Everything written about it on this site is on its ticker page.
- Sandon Capital — Activist Fund Sandon Capital Activist Fund Monthly Report August 2026 Fleetwood benefited from strong Community Solutions growth while restructuring Building Solutions after the NSW manufacturing shutdown and the sale of RV Solutions. COG Financial Services cited rapid Salary Packaging growth and a double-digit earnings outlook, while Southern Cross Media focused on cost cuts, cash generation and debt repayment following weakness in TV and publishing. August 2026 COG $234MFWD $130MSXL
- 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