Talk Ya Book - Luke Laretive
Luke Laretive from Seneca Financial Solutions talks us through Wildcat Resources, a lithium exploration company. With a strong management team and attractive valuation, Wildcat is well-positioned to capitalise on the growing demand for lithium. The company's recent performance and promising project pipeline have attracted significant investor interest.
Talk Ya Book - Adam Saunders
Adam Saunders from NGE Capital talks us through Pioneer Credit, an ASX listed debt recovery specialist. Pioneer Credit focuses on acquiring and managing overdue retail debt. Despite challenges in the industry due to increased regulation and competition, Pioneer Credit is well-positioned for growth. Rising vendor activity and favourable economic conditions are driving this positive outlook.
Talk Ya Book - Tom Waterhouse
Chris Judd talks to Tom Waterhouse, a seasoned entrepreneur and investor in the gambling industry. Tom shares insights into his investment strategy at Waterhouse VC, focusing on technology suppliers in the gambling sector. He discusses the potential for growth in racing and sports betting, particularly in the crypto market, and highlights the unique value proposition of Racing and Sports (ASX:RTH), a company he has invested in.
Talk Ya Book - Tom Lambeth
In this episode of Talk Ya Book, Chris Judd talks with Tom Lambeth from VP Capital about Aristocrat Leisure, a leading gaming company.
Lambeth discusses Aristocrat's core business in pokies machines and its expansion into digital gaming. He highlights the company's strong growth potential in the US market, particularly in online real money gaming.
Talk Ya Book - Andrew Brown
On today’s Talk Ya Book, Chris Judd talks with Andrew Brown from East 72 about French conglomerate Bolloré. With a major stake in Universal Music Group and a strong financial position, Bolloré is an intriguing investment. Its complex ownership structure and history of successful deals add a layer of complexity.
Talk Ya Book - Harley Grosser
On this week's Talk Ya Book, Harley Grosser from HD Capital Partners discusses the investment potential of Airtasker. He highlights the company's strong performance in its home market of Australia while outlining its ambitious expansion plans for the UK and US. Grosser also emphasises Airtasker's strategic cost-cutting measures and media partnerships as key drivers of future growth.
Talk Ya Book - John Forwood
Lowell Resources Fund's John Forwood joins Chris Judd on Talk Ya Book to discuss the undervalued junior resources sector. Forwood highlights Southern Palladium as a promising early-stage company focused on palladium, a metal with applications in cars and potentially future hydrogen technology. Their South African project boasts exceptional grades and potential for high margins, but partnerships will likely be needed for processing and funding.
Talk Ya Book - Jun Bei Liu
This episode of Talk Ya Book features Jun Bei Liu from Tribeca Investment Partners. She dives into Life360, a company offering tracking devices for families and individuals. Jun sees Life360 as a golden opportunity due to its massive, yet under-monetised user base, along with a highly scalable business model primed for significant growth.
Talk Ya Book - Jack Trengove
Jack Trengove of Lanyon Asset Management identifies Fraport (FRA) as a promising long-term investment. He sees significant potential for growth based on the company's projected earnings increase and its current undervalued stock price. Additionally, Trengove believes Fraport's strong business model and the recovering travel industry position the company for significant future success.
Talk Ya Book - Hashan De Silva
Hashan De Silva from KP Rx Opportunities Fund talked us through CurveBeam AI on Talk Ya Book. He highlights their advanced scanners, AI based innovation and distribution partnership with Stryker, a major player in orthopaedics, as positive aspects. However, he also acknowledged ongoing challenges related to regulatory hurdles and initial sales.
Talk Ya Book - Romano Sala Tenna
On Talk Ya Book today, Romano Sala Tenna (Katana Asset Management) discusses Whitehaven Coal (WHC). He highlights its financial strength, production growth, exposure to rising coal demand, and attractive valuation, but acknowledges potential headwinds from market sentiment and investor bias.
Talk Ya Book - Sunny Bangia
Sunny Bangia joined Chris Judd on Talk Ya Book today to talk us through Fair Isaac Corporation (FICO). FICO's dominance in credit scoring (over 90% US market share), potential for increased profits and room for price increases make it a compelling investment according to Bangia.
