Really enjoyed that interview and how JG was so calm and composed.
Biggest thing for me was his 3 part answer to what makes Webjet a quality company. I particularly liked the last point about having the right people in the management team. They do really have the right people heading those divisions, so that he can focus on the bigger picture.
And he also said how Webjet is affected by momentum traders. That drop in August to $10. That wasn’t even the Thomas Cook news yet. That news was after. So what happened in August? Essentially nothing.
WEB Price at posting:
$12.39 Sentiment: Buy Disclosure: Held
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(20min delay)