LYL 0.82% $12.15 lycopodium limited

Ann: FY2023 AGM Presentation, page-5

  1. 468 Posts.
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    Couldn't agree more. I can't find a more compelling investment opportunity at the moment in the 75 ASX companies that I follow reasonably closely.

    Good value on an absolute basis, but probably moreso on a relative basis to others in the mining services space. And bear in mind you'd struggle to find a better run business in terms of execution track record and financial / capital management.

    I contend that patience will be handsomely rewarded here.
 
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