Yarra Capital Management’s Joel Fleming and 1851 Capital’s Chris Stott take a look at three undiscovered micro-cap gems, and two much-loved micro-caps with serious headwinds on the horizon.
Hello and welcome to Livewire’s Buy Hold Sell. My name is Chris Conway. Over the past few weeks during reporting season, we’ve analysed the top end of town quite a lot. So today, we’re going to take the road less travelled and talk about three undiscovered micro caps and two that aren’t worth their salt. To do that, I’m joined by Chris Stott from 1851 Capital and Joel Fleming from Yarra Capital Management.
I’ll have to agree with Chris here. It’s a buy. There’s a great long-term structural story there. Ageing populations, really good footprint, market, and it just trades too cheaply for the assets that it has.Joel, we’ll stay with you. The next stock that we’re going to talk about is iCollege. These guys provide educational experiences. They educate about 22,000 students per year. Is it a buy, hold, or sell?It’s a buy.
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