Equity Fund

Talk Ya Book with Chris Judd: Fleetwood | ASX: FWD

By ww-editor7 February 2024No Comments

Two years ago James Williamson spoke with Chris Judd on Talk Ya Book focusing on the positive tailwinds emerging for MMA Offshore (ASX:MRM) , a stock which was $0.40 at the time and has now climbed to a ~$2 market darling. This week on the 6th of Feb 2024 James discusses another exciting opportunity with some similarities to the MRM story two years ago:

Company market capitalisation is significantly down from its historical highs (2008 – 2012) and about to benefit from a resource cycle upswing
Strong net tangible asset backing
Turnaround story with a reinvigorated management team
Stock largely ignored and forgotten about by the investment community

Fleetwood (ASX: FWD)

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Talk Ya Book with Chris Judd: Fleetwood | ASX: FWD

Previous PostThe Rate of Change with Murdoch Gatti | Has the Tide Turned for Value Investing ?

Next PostAustralian equities: where is your diversification ?

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