Forum Topics DUR DUR Broker/Analyst Views

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Karmast
Added 12 months ago

They did an investor presentation on Dec 6th in Sydney, to mostly fund managers etc. You can watch the presentation here - https://www.duratec.com.au/investors/financial-reports-presentations/

Interestingly the share price is up about 20% since that day, with quite a few days well above the average daily trade volume since then. So my guess is we have some new funds buying into the stock.

The presentation is well worth a watch as you get to hear from the heads of each division and a panel Q & A at the end. Given one of the founders and CEO Phil Harcourt stepped down at the AGM, to be replaced by another founder Chris Oates, you get a bit of insight into Chris's style and also the other leaders in the business.

Disclosing it is my largest position in real life and on Strawman.



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