Assessing the investment case for Imdex
Andrew Smith
Perennial Value Management
Imdex (ASX:IMD) is a leading global mining equipment, technology and services company. Their solutions improve the process of identifying and extracting what is below the earth’s surface for drilling contractors and resource companies. Perennial holds Index shares in both its Smaller Companies Trust and Microcaps Opportunities Trust, in this video I will the discuss the following points of interest:
- What attracted us to the investment
- Where are we in the commodity cycle
- Catalysts for further upside
- Key risks to monitor
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Andrew commenced with Perennial Value in July 2008.
Prior to joining Perennial Value, Andrew was Head of Research at Linwar Securities, a boutique broker specialising in smaller company research. Andrew joined Linwar in 2003 and during this time he gained a deep understanding of stocks across the small cap spectrum.
Andrew commenced his career at Tyndall in their graduate program, where he gained experience across a number of functions including accounting, product development and stock analysis. Andrew is responsible for managing the Small and Microcap portfolios at Perennial Value.
Andrew attained First Class Honours in Finance while achieving his Bachelor of Commerce degree at Sydney University.
Andrew Smith
Head of Smaller Companies and Microcaps
Perennial Value Management
Andrew commenced with Perennial Value in July 2008. Prior to joining Perennial Value, Andrew was Head of Research at Linwar Securities, a boutique broker specialising in smaller company research. Andrew joined Linwar in 2003 and during this...
Expertise
Andrew Smith
Head of Smaller Companies and Microcaps
Perennial Value Management
Andrew commenced with Perennial Value in July 2008. Prior to joining Perennial Value, Andrew was Head of Research at Linwar Securities, a boutique broker specialising in smaller company research. Andrew joined Linwar in 2003 and during this...
Expertise
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