Gabriel Radzyminski

Gabriel
Radzyminski


Sandon Capital

Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also provides advisory services to shareholders seeking to implement activist strategies. Gabriel is chairman of Sandon Capital Investments Limited (ASX:SNC), non-executive director of Mercantile Investment Company Limited (ASX:MVT) and Chesser Resources Ltd (ASX:CHZ) and is a non-executive director of Future Generation Investment Fund Limited (ASX:FGX). He was previously a non-executive director of RHG Limited and chairman of Armidale Investment Company Limited.

Expertise

No areas of expertise

Iluka Resources' MAC Iron Ore Royalty: the best mining asset in Australia?

Gabriel Radzyminski

Sandon Capital believes Iluka's Mining Area C Royalty (MAC Royalty) is the best asset in the Australian mining sector and also the cheapest. In order to have the market properly value the MAC Royalty, we believe Iluka should demerge the royalty via an in-specie distribution to existing shareholders. Show More

iluka ASX:ILU

Sandon Capital's investment thesis for Fleetwood Corporation Ltd

Gabriel Radzyminski

Fleetwood Corporation Ltd (ASX:FWD) traded as high as $14.24 in early 2011 and on 29 Feb 16 it plumbed the depths trading at $1.03. While some might caution against trying to catch the proverbial falling knife, Sandon Capital has taken advantage of FWD's share price weakness to accumulate (along with... Show More

Why Tatts Group should demerge wagering to become a focused lottery operator

Gabriel Radzyminski

Sandon Capital believes Australian wagering and lotteries operator Tatts Group Ltd (ASX:TTS) should demerge its structurally challenged wagering business to become focused on its lottery concessions. Show More

A dilemma for the Broadspectrum Board

Gabriel Radzyminski

We’ve begun reading Broadspectrum’s (BRS) Target Statement released this morning. The Board is recommending shareholders reject the latest Ferrovial offer at $1.35. The independent expert values BRS between $1.71 and $1.98 per share, despite the company claiming it is in a stronger position now than in late 2014, when it... Show More

Longform

WOW - today the CEO, then the Board?

Gabriel Radzyminski

The Woolworths Limited (WOW) Board have thrown CEO Grant O'Brien overboard, but this leaves many questions unanswered. A CEO does not pursue a strategy without the sanction of the Board. Mr O’Brien was only one of group of eight who approved a strategy that has seen WOW shareholder value tumble.... Show More

woolworths ASX:WOW

Is BlueScope Steel the cheapest listed steel company in the world?

Gabriel Radzyminski

Sandon Capital believes BlueScope Steel Limited is today the cheapest listed steel company in the world. As part of our analysis, we ask five questions: Should Australian steel-making be mothballed? Does the global building solutions business belong in the portfolio? What capital management could the company undertake? Does surplus land... Show More

If boards were doing their jobs, there would be no activist opportunities

Gabriel Radzyminski

If boards were doing their jobs, there would be no activist opportunities. That's just one quote from this McKinsey interview with Canadian management academic and company director, David Beatty. At Sandon Capital, we believe shareholders should expect more from directors and where performance is lacking, must be prepared to hold... Show More

Activist shareholders tighten the screws on Coventry Group. Sandon Capital and private family investment group, Dorsett Investments, are leading moves to...

Gabriel Radzyminski

Activist shareholders tighten the screws on Coventry Group. Sandon Capital and private family investment group, Dorsett Investments, are leading moves to rebuke the Coventry Board at its AGM on Friday 7 November 2014. In any company, the Board bears responsibility for the current strategy, its implementation and capital allocation. After the... Show More

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