ASX:MCE

MATRIX COMPOSITES & ENGINEERING LIMITED

Investment Theme
Alex Shevelev

The oil price has been on a rollercoaster for the past five years. From the depths of US$28 per barrel in early 2016 the price rose to US$85 per barrel last October. Things seemed to be going well for oil producers and service providers. But it was short lived. Oil... Show More

Steve Johnson

We’ve been making our case on Livewire for investing in oil-related stocks since 2015. It’s been an arduous journey that dates back to 2013, but with the recent oil price strength, Livewire got in touch to get our updated thoughts on the sector. Show More

Analysing value stocks requires a deep understanding of the underlying assets. In their responses, Nathan Bell from Peters MacGregor, Alex Shevelev from Forager Funds, and Matt Booker from Spheria Asset Management explain the importance of simplicity and a deep understanding, and share a value stock that ticks the boxes. Show More