What smart money is saying about Amplitude Energy
AEL.AX
No fund has written a full thesis on Amplitude Energy in our archive, but 2 fund letters report a position in it — most recently Ryder Capital Limited in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Amplitude Energy on record in the archive was reported in Q3 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- AddedRyder Capital LimitedSeptember 2026
“September Quarter Activity We had an active quarter, continuing to recycle capital out of positions that had reached or exceeded our assessment of value and into opportunities offering a clear margin of safety. We exited our holdings in Nufarm, FDC Consolidated, Coast Entertainment and Polymetals Resources, sold on valuation grounds following a strong re-rating over the prior months. We also trimmed Kantra Copper (formerly Hillgrove Resources) on overall Portfolio exposure and valuation grounds. Sales and exits during the quarter realised ~$3.3m in net capital profits. We added to our positions in Vista Group, FINEOS, Amplitude Energy, Symal, Janison Education and Valiant Gold,”
Amplitude Energy - HoldsThorney Opportunities LtdSeptember 2026
Listed in Thorney Opportunities Ltd’s reported holdings.
Amplitude Energy
Read the letters behind these Amplitude Energy positions
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