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#Bull Case
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Added 8 months ago

The share price has jumped almost 30% in the last week.

I just saw this in an email from Hugh Robertson who is friends with Tony Robinson:

"COG Financial Services Ltd (ASX: COG) Last week, Tony Robinson and John Dwyer emerged as both shareholders of substance and Chairman and Director respectively of COG. The yield here is good, the multiple is very undemanding, and we now have a track record of institutional svelte (Tony) and hard arsed operational skills (John). Even if America causes us problems with tariffs, there are plenty of other places that will scoop up production from rural Australia...... China perhaps.  Or our dear friends from the EU? "

I have a past connection to both Tony Robinson and John Dwyer in that I worked at ASX-listed OAMPS Ltd when Tony was CEO, and John was one of our leaders. I've followed Tony's career at other ASX listed firms where he grows them through mergers and acquisitions and then moves on.

John Dwyer is father of the famous Paul Dwyer who was the founder and grew ASX listed PSC before it was sold recently. Again, Tony and John had a massive involvement in that business.

So, watch this space. In the next few years, we'll likely see some big changes coming with COG.