Jack how would you square this comment:
"I don't particularly like their Chinese bent, but I do like their ex US preference for stocks. What on earth do I know about ZTO/Microchip/Minnebea, Ping An or UPM-Kymmene? Zip. That's not my playground."
With this one;
"I allow myself overweights where I have high conviction."
Yes, we are back in a stockpickers market but how do you have that conviction that the present team are as good as Kerr N was back in the day and as aligned with the equity holders to take advantage?
When I listen to David Einhorn talk I would back his fund because traditional value investors have had a rough few years and he's patiently explained and acknowledged his failings. I know his positions better as well and think he just had a tough hand.
But Clifford & Co seem arrogant which is a terrible trait in investing, & why would they sweat their guts out for you & Kerr to sit back on your chuff?https://open.spotify.com/episode/6Kp9SHjH9xzVZ84MywaPWd?si=yP-be0iXTxiatVaDISPEAw&utm_source=copy-link
- Forums
- ASX - By Stock
- PTM
- Ann: 2023 Half-Year Financial Results Analyst Presentation
Ann: 2023 Half-Year Financial Results Analyst Presentation, page-58
Featured News
Add PTM (ASX) to my watchlist
|
|||||
Last
$1.06 |
Change
0.028(2.67%) |
Mkt cap ! $615.6M |
Open | High | Low | Value | Volume |
$1.03 | $1.07 | $1.03 | $2.554M | 2.423M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
24 | 53511 | $1.06 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.06 | 107244 | 35 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
23 | 50007 | 1.055 |
27 | 111181 | 1.050 |
12 | 48579 | 1.045 |
9 | 49226 | 1.040 |
7 | 40903 | 1.035 |
Price($) | Vol. | No. |
---|---|---|
1.060 | 107692 | 37 |
1.065 | 174590 | 20 |
1.070 | 164311 | 16 |
1.075 | 55838 | 11 |
1.080 | 103411 | 14 |
Last trade - 14.49pm 17/06/2024 (20 minute delay) ? |
|
|||||
Last
$1.06 |
  |
Change
0.028 ( 2.76 %) |
|||
Open | High | Low | Volume | ||
$1.03 | $1.07 | $1.03 | 706899 | ||
Last updated 15.08pm 17/06/2024 ? |
Featured News
PTM (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non Executive Director
Simon Kidston
Non Executive Director
SPONSORED BY The Market Online