Excellent piece Scott, thank you. It is a material mispricing and no doubt will correct once the market becomes more aware of the company and its excellent investment fundamentals.
I appreciate your response Ian, and a very fair point. Coal will eventually decline as a source of base power, but not for many years. Nuclear power would be a terrific transition. An honest question for you: How do you power your home and office, and how do you travel?
Thank you for the feedback. We have not done sufficient research on the graphite market to give you a considered opinion - apologies.
Terrific response Max and some great points raised. We will certainly review and revert.
Excellent question. You are correct that BLD has significant exposure to the Australian housing construction market, which we believe will experience a typical cyclical downturn. We believe that this downturn will be offset by BLD's exposure to the non residential construction market, which is experiencing strong growth. To answer your broader question, I am sure there are more pure exposures to the US housing construction market recovery, but we have confined out investment universe to those companies listed on the ASX.
An excellent note, thank you.
Thanks James, we are compiling a detailed report on the 'sector'. We look forward to sharing with you.
Thanks for the comments. Obviously I can only be general with such a short video. It was meant to be a word of caution, that's all. We have seen some very poor quality business models come to the market with very high valuations, not a good combination for investors.
Hi Patrick, different types of electricity generators run at different rates. Because mainstream renewable sources are variable (wind blowing, sun shining) - their actual output can range from 20-50% of installed capacity. Conversely, base load generators such as nuclear and thermal run close to 100%.
On Infigen (IFN) - an exciting pure play exposure to elevated renewable energy prices -