Company Report
Last edited 8 months ago
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#Bull Case
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Added 8 months ago

Since it has been a bit quiet on the SGI front I thought I’d post a letter from EGP capital (who show up on the register as National Nominees Ltd).

They have been trimming their position recently but their forward analysis sounds quite bullish to me:

https://egpcapital.com.au/wp-content/uploads/2024/04/2024_03.pdf

(SGI commentary starts around halfway down page 3)