PVL 0.00% 4.6¢ powerhouse ventures limited

It could be Rusty (I'm wishing them the very best, particularly...

  1. 3,387 Posts.
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    It could be Rusty (I'm wishing them the very best, particularly given their product assists the elderly and disabled), but that company doesn't meet PVL's new target investment profile — where is their economic moat, other than some elegant engineering?

    Also, it doesn't fit the profile of the target sectors going forward: i) Electrification & Decarbonisation, ii) Next Generation Computing, iii) Space technologies & iv) Research-based cognitive function technologies.

    HT Systems is a very different target company compared to some of the new investments which have disruptive technology and deep IP-based moats such as Quantum Brilliance, Skykraft, Urbix, and Neuroflex.

    https://hotcopper.com.au/data/attachments/4569/4569996-b01fd3d3b3663c62dc76377931b303d8.jpg

 
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