Episodes
100
Latest episode
Dec 2024
Language
EN-US
Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea.
On today's Talk Ya Book, John Van Der Wielen discusses Orthocell, a medical device company. With substantial global market potential, especially in the U.S., Orthocell's innovative nerve repair solution offers hope for patients. The company's strong leadership and strategic focus position it well for significant growth. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
Emanuel Datt highlights Predictive Discovery (PDI) as a promising gold stock. PDI's Guinea project boasts over 5 million ounces of resources and a strong financial profile. The current favourable gold market, coupled with upcoming milestones like the definitive feasibility study and exploitation permit, could significantly enhance the project's value. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
Luke Laretive from Seneca Financial Solutions talks us through Wildcat Resources, a lithium exploration company. With a strong management team and attractive valuation, Wildcat is well-positioned to capitalise on the growing demand for lithium. The company's recent performance and promising project pipeline have attracted significant investor interest. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
Adam Saunders from NGE Capital talks us through Pioneer Credit, an ASX listed debt recovery specialist. Pioneer Credit focuses on acquiring and managing overdue retail debt. Despite challenges in the industry due to increased regulation and competition, Pioneer Credit is well-positioned for growth. Rising vendor activity and favourable economic conditions are driving this positive outlook. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
On today's Talk Ya Book, Chris Judd talks to Tom Waterhouse, a seasoned entrepreneur and investor in the gambling industry. Tom shares insights into his investment strategy at Waterhouse VC, focusing on technology suppliers in the gambling sector. He discusses the potential for growth in racing and sports betting, particularly in the crypto market, and highlights the unique value proposition of Racing and Sports (ASX:RTH), a company he has invested in. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
In this episode of Talk Ya Book, Chris Judd talks with Tom Lambeth from VP Capital about Aristocrat Leisure, a leading gaming company. Lambeth discusses Aristocrat's core business in pokies machines and its recent expansion into digital gaming. He highlights the company's strong growth potential in the US market, particularly in online real money gaming. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
On today’s Talk Ya Book, Chris Judd talks with Andrew Brown from East 72 about French conglomerate Bolloré. With a major stake in Universal Music Group and a strong financial position, Bolloré is an intriguing investment. Its complex ownership structure and history of successful deals add a layer of complexity.See omnystudio.com/listener for privacy information.
Harley Grosser from HD Capital Partners discusses the investment potential of Airtasker. He highlights the company's strong performance in its home market of Australia while outlining its ambitious expansion plans for the UK and US. Grosser also emphasises Airtasker's strategic cost-cutting measures and media partnerships as key drivers of future growth. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
Nick Sladen of LSN Capital Partners points to Coventry Group (CVY) as a compelling opportunity. This small industrial distributor (fasteners, fluids) boasts a low P/E ratio of 10 and impressive growth potential, with earnings expected to surge 80% by FY25. Sladen attributes this optimism to CVY's strategic acquisitions within a fragmented market. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
Lowell Resources Fund's John Forwood joins Chris Judd on Talk Ya Book to discuss the undervalued junior resources sector. Forwood highlights Southern Palladium as a promising early-stage company focused on palladium, a metal with applications in cars and potentially future hydrogen technology. Their South African project boasts exceptional grades and potential for high margins, but partnerships will likely be needed for processing and funding. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
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