Apologies for not getting to the questions with Alan Kohler -- he only had 45 minutes, and time got away from me!
Looking back at the questions, I think we covered most of them during the conversation, but it would have been great to put some directly to him. I’ll see if I can arrange a follow-up discussion down the track.
On a side note, Alan calling CBA a bubble was a nice boost to my confirmation bias! :)
Hi Andrew any chance you could try and get someone from AML3D (AL3) on for an interview please? They doubled down on their US manufacturing capacity recently and it would be good to try and get some insight into the expansion potential over there with their Arcemy system.
Would be great to hear from Botanix as well re the sofdra launch after they release their half year results and guidance if that's possible I know it wasn't that long ago Matt was on here.
Thankyou
@Strawman Could we try and get someone from Infratil on? Could be tricky, but I’d love to hear their views on what they think of the Deepseek development in relation to their data centre expansion
Vlad the COO at Dicker Data is all over the business and tends to front investors now that CEO David is Dubai based - https://www.linkedin.com/in/vladimir-mitnovetski-2bb20bb/
He'll be presenting the FY24 numbers at end Feb (DDR has a Dec EOFY) so would be great to get him on in March if at all possible?
Contacts - 1800 688 586 / investors@dickerdata.com.au
A few on here seem bullish on Dicker Data including me, I've been doing some DD on the PC Refresh cycle as this is core to my thesis at current prices and will post some results on here when done.
Disc: Held