For those interested: https://www.chesteram.com.au/wp-content/uploads/2019/09/190831_Chester_High_Conviction_Fund_Performance_Report.pdf
The outperforming stocks were led by Electro Optic Systems,
an investment we made in Q1, 2018. They have a strong
proprietary position in providing Remote Weapons Systems
(RWS) for the defence sector. The long term nature of contracts
sees a forecast tripling of revenues from 2019 to 2024. While
it has enjoyed a strong 2019, we see many positive catalysts to
occur over the next 12 months to retain our position.
cheers
willo
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1 | 2000 | 1.375 |
1 | 5068 | 1.370 |
3 | 17940 | 1.360 |
1 | 2214 | 1.355 |
Price($) | Vol. | No. |
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1.335 | 1469 | 1 |
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