Steve Johnson

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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Medium screen shot 2016 01 12 at 2.25.34 pm

James Marlay

Steve on a similar but slightly different topic... Clive helps current government repeal the Carbon Tax... Does this then flow on to improved sentiment in the resources space or potential other parts of the market such as broader consumer sentiment?

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