Forum Topics Strawman Meeting Guests
Arena42
4 weeks ago

CXZ :ASX would also be cool and SKS:ASX

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Arena42
4 weeks ago

Would love the following management teams to come on. LBL:ASX KME:ASX VYS:ASX

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occy
4 weeks ago

@Arena42 VYS would be great. I just sold out of them as I needed to free up some funds and made a tidy profit after their run since late last year but I am debating if I made the correct call of choosing to sell-up instead of selling a couple of potential alternatives in my portfolio. If there is any pullback I might jump back in as they are well run company. Hearing from management on strawman would be a bonus

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Arena42
4 weeks ago

I can give you my 2 cents worth on valuation.


If you were to put it on a PE multiple, it would be fully valued at these prices. I think the market is getting a little bit excited about the potential of getting a 5C license and really being one of the first companies in Western Australia to invest in the infrastructure around water. Starting the fund's management division really lets them do this in a capital-light way.

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Strawman
a month ago

How do you spot a true value-oriented investor?

Glasses held together by tape has got to be tell (or maybe it more accurately reveals how much of a cheapskate I am!)

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Another clue is that I am wearing multiple jumpers instead of just turning on the damn heater... hahaha

Anyway, I'm off to cook up my 2 minute noodles for lunch. Not really a lobster kinda market right now ;)

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Metis
a month ago

Did you break them pommel training? Uncanny doppelganger there.

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Strawman
a month ago

Ha, a man of many talents! @Metis

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UncleWally
a month ago

Would love to hear from Matt Joass.


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