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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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...

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