Infigen up almost 20% yesterday thanks to big Clive Palmer

Infigen up almost 20% yesterday thanks to big Clive Palmer. This stock is geared to the eyeballs, so could easily be a zero. But there's huge optionality on the upside if the RET stays in anything like its current form - throwing off $60m a year of cashflow versus market cap of $170m. Disclosure: we own it and have been buying more.

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Steve Johnson
Founder & Chief Investment Officer

Steve began Forager Funds in 2009, and now manages approximately $350m across two funds. Offering a listed Australian Shares Fund (FOR) and an unlisted International Shares Fund, Steve focuses on long-term investing in undervalued companies.

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