Forum Topics Strawman Meeting Guests
Strawman
Added a month ago

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! :)

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Lewis
Added a month ago

Great interview.

I'll 2nd your shout-out of Chris Kohler's Instagram. He's filling the giant hold Clarke and Dawe left. A great follow for those who have so far missed it.

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Scot1963
Added a month ago

Was a good interview Andrew and interesting to hear his replies. It all makes sense - the most complex issues can be explained simply if you have the skill. I think your challenge is there is such a wide spectrum of topics you could engage Alan with that 45 mins really can only be focused on one topic, and not much more.

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Schwerms
Added 2 months ago

@Strawman

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

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Strawman
Added 2 months ago

Just emailed the MD Sean Ebert now @Schwerms -- would be good to learn more about the business.

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Alpha18
Added 2 months ago

@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

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Strawman
Added 2 months ago

I can certainly try! Leave it with me @Alpha18

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Slomo
Added 3 months ago

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

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Karmast
Added 2 months ago

@Slomo - Hopefully Vlad will join a panel at the ASA Conference in Sydney in May, assuming he is willing to speak about the business around their AGM time. Fingers crossed @Strawman himself will be moderating this panel too!

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Strawman
Added 2 months ago

I'm keen @Karmast

After the panel I'll try and post some highlights.

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Slomo
Added 2 months ago

That would be a good get @Karmast. I'd be keen to attend if Vlad makes it, and @Strawman of course...

I just found the details online, been a while since I've attended one of these so will revisit closer.

https://members.australianshareholders.com.au/eventdetails/27905/investor-conference-2025-may-2025

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