Forum Topics Strawman Meeting Guests
Summer12
Added a month ago

Hi @Strawman ,

Recently listened to Luke @Wini on Ausbiz, a company that was put forward was WRKR, Luke seemed Interested, however not at this current share price as it had run a bit rich for him.

I was wondering if you could send an Invitation to Director & CEO Trent Lund.

https://investorhub.wrkr.com.au

Cheers

Summer12

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Strawman
Added a month ago

Way ahead of you @Summer12 -- hopefully we'll here back from Trent soon.

btw, still no response from Gianmarco at Vection.. I'll give him another polite nudge.

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Summer12
Added a month ago

Love your work!

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Summer12
Added 2 months ago

Hey Andrew,

While you're in a typing mood, any chance you could fire off an email to Vection Technologies, would have to hear were they are at with their tech and recent acquisition.

Cheers

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Strawman
Added 2 months ago

Easy peasy @Summer12

I just noticed the former COO of Apple is on the board. Not what I expected for an ASX microcap!

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Nic123
Added 2 months ago

@Strawman have you ever interviewed Peter Thornhill? I think he would be a great guest with his stocks only approach and dislike of property.

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Summer12
Added 2 months ago

I would like to hear from Peter too, I heard him Interviewed on the podcast " how do they afford that" where he stated that he has a $10 million dollar property portfolio.

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Strawman
Added 2 months ago

I'd love to nab Peter. Heard him speak probably 15-20 years ago and it had a big impact on me.

I'm pretty sure he charges for appearances, but I'll see what I can do.

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lowway
Added 2 months ago

He would certainly be an interesting catch @Nic123 . He has a very specific view on LICs as opposed to ETFs!!

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Alpha18
Added 2 months ago

@Strawman Could we also reach out to Raimond Coneliano from Redox? Such an interesting story. Started by an immigrant who came to Australia in the 60’s and has grown into the biggest chemical distributor in the country. Raimond is the Grandson of the late founder and the family still own half the business. Only listed last year but with high ROIC and unusually high net profit margins for a distributor got me interested and added it to my Strawman portfolio recently. Would love to hear from Raimond how they’ve been able to earn such consistently high ROIC and net margins

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Strawman
Added 2 months ago

I hadn't heard of it before @Alpha18, but sounds like a fascinating story. I just emailed their IR people to see if he's available.

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