Sam Berridge

Sam is an Equities Analyst in the Perennial Value Smaller Companies Team, responsible for the research coverage of small cap resources stocks.Sam joined Perennial Value Management in April 2012, from the Royal Bank of Scotland in Sydney where he...

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East coast exposure at Perth prices

Sam Berridge

Tighter travel budgets for brokers in recent times have reduced the frequency of visits through WA, with those that do take place generally focusing on the miners and larger mining services companies. This leads to smaller WA industrial stocks being ignored, which can create opportunities. One such opportunity is Veris... Show More

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Beneficiaries of a stronger currency

Sam Berridge

Beneficiaries of a higher AUD include businesses that are consumers of US dollar denominated goods and services, or beneficiaries of an increased desire for foreign goods and services by Australian consumers. An example of the former might be retailers or certain health care providers, and the latter would be airlines... Show More

Resources an attractive sector.

Sam Berridge

Uptick in global growth combined with easing supply headwinds makes resources an attractive sector. Show More

Small cap with defensive earnings and growth

Sam Berridge

Pacific Energy (PEA) announced an additional 11 Megawatts of power generation capacity for their Western Australian Pilgangoora lithium project this week. The award takes year-on-year growth to 8.0%, with a good chance of further contract awards in the near term. PEA’s take-or-pay contract structure offers defensive earnings, a positive growth... Show More

SMALLCAP ASX:PEA

Commodities rally - our recent visit to China & Japan

Sam Berridge

In early March I travelled through China and Japan to get a better feel for the staying power of the recent commodities rally. Feedback from a range of steel, copper, iron ore, nickel, gas and coal companies was skewed to the positive, with commodities demand likely to remain robust until... Show More

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Capturing the elevated returns of exploration success

Sam Berridge

The value add from successful exploration efforts in the mining space can be tremendous. A recent acute example is the Nova nickel discovery by Sirius Resources (SIR). This discovery took a $0.06 per share exploration company to $3.79 per share on the day of takeover by Independence Group (IGO). That... Show More

ASX:SIR ASX:WSA ASX:EGS ASX:MLX

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