Forum Topics Strawman Meeting Guests
GazD
Added a month ago

Southern Cross Electrical Engineering? I buy the Top Stocks by Martin Roth each year and this is a new entrant. The relevance being that Top Stocks has a reasonably tight quality filter with regards fundamentals. It's grown pretty solidly over the last 5 years or so and I suppose you could argue it's a potential winner from electrification and infrastructure spend...


Market cap 400 mil, PE of 18.6 (expensive compared with past PEs but perhaps not crazy in the current scheme of things) and a strong history of paying dividends.

Grown revenue by >100% over last 10 years, Gone from loss making to sustained profits over last 10 years (and grown earnings by 70% over last 5 years)...


Interesting to me at least @Strawman

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Strawman
Added a month ago

Was not at all on my radar @GazD, but agree it looks interesting.

I'll see if we can sort out an interview with the CEO

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Alpha18
Added a month ago

@Strawman Just checking where we’re at with a Gourav Sodhi meeting? Would be great to get his view on current markets

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Strawman
Added a month ago

I had a really good chat with him a few weeks back @Alpha18. I dont want to speak for him, but the short version is he is trying to pull back on media/podcasts etc (which is why you're also seeing a lot less on Ausbiz).

So I dont want to push it to hard, but will try a gentle nudge again soon.



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Alpha18
Added a month ago

No worries @Strawman. Yeah I’ve really missed him on ausbiz and was wondering why he wasn’t on The Call anymore. Thanks for the explanation and fingers crossed he’ll make an exception for us :)

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edgescape
Added a month ago

Seems like he is running the rounds recently on his interests.

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Shapeshifter
Added 2 months ago

Hi @Strawman

I'm really enjoying the mini-series of meetings with expert guests.

John's new book is a well written and honest read and Daniel is clearly an intelligent and knowledgeable guy.

Thanks!


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Strawman
Added 2 months ago

ah, great to hear @Shapeshifter. I'm working on a few more, so looking forward to having more conversations like this.

Let us know if there's anyone you think would be a good guest.

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thunderhead
Added 2 months ago

+1. John is a worthy guest.

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Summer12
Added 2 months 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 2 months 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 2 months ago

Love your work!

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