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Straker Ltd ASX:AGT

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20252026

31 Jul 2024 to today

Commentary Showing 2 of 9

DateManagerActionSummary

30 Sep 2026Bailador Investment ManagementHeldBailador Investment Management continues to hold Straker, which changed its name to Arbitr Group (ASX:AGT) effective 29 September 2026, adopting the name of the AI platform it launched in July 2026. The share price fell sharply to $0.12 in September from $0.23 in August, reducing Bailador's net tangible assets by 0.7 cents per share. Bailador notes the rebrand reflects the company's strategic shift away from traditional translation services towards AI-driven enterprise content governance. As part of this transition, Arbitr is moving to subscription and usage-based pricing models, positioning the business as an AI software provider rather than a language services company.

Shareholder Update, price recorded $0.12

31 Aug 2026Bailador Investment ManagementHeldBailador Investment Management continues to hold Straker (ASX:AGT), handing its August 2026 Founders' Commentary to the Straker team, whom it regards as some of the clearest thinkers on the commercial mechanics of AI. Bailador notes Straker's arbitr platform deliberately bills customers for finished, verified work rather than for compute, positioning the company on the value-linked side of AI pricing. Straker released its FY26 full-year results on 31 August 2026, delayed by an investigation into fraudulent transactions at its US subsidiary. Revenue declined to NZ$38.77m from NZ$45.0m in FY25, while adjusted EBITDA was NZ$0.94m. Trading in Straker's shares resumed following the release of the results, with the share price not disclosed in the commentary.

Shareholder Update

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Price at first mentionThe share price recorded when each of 2 managers first commented on AGT.

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11,652 comments from 165 managers on 765 companies, snapshot 31 Oct 2026.

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