Seneca’s reporting season bets, Qoria, Infomedia & why fee structures matter
In this episode of The Australian Investors Podcast, Seneca Financial Solutions’ Luke Laretive and Ben Richards break down what’s working in small caps this reporting season. They explain why companies like Infomedia (IFM) and Qoria (QOR) are performing, why they avoid management fees in their fund, and how to identify “inflecting profitability” before the market catches on.
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Show Notes
In this episode of the Australian Investors Podcast, your hosts Owen Rask, Luke Laretive and Ben Richards discuss:
– Seneca’s fee model & why they avoid management fees
– What worked last reporting season and why
– The idea of “inflecting profitability” and current examples like Qoria
– Infomedia (IFM) takeover, reporting season expectations & how to spot opportunity early
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Topics Covered
– How Seneca’s “zero management fee” model works and why it aligns with investors
– Inflecting profitability: what it means and examples in this reporting season
– The case for Qoria (QOR) and how its turnaround is surprising investors
– Infomedia (IFM): why Seneca owned it before the takeover
– Trading small caps: liquidity, deal execution, and “breaking your way out of a bag”
– How to spot reporting season alpha before results hit
– Gold exploration, tech profitability & sentiment turning points
– Thoughts on other companies: SiteMinder (SDR), EROAD (ERD), Antipa (AZY)
– Final thoughts on what won’t work this reporting season
Resources for This Episode
– Seneca website: https://www.senecafs.com.au/
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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