Sandon Capital's investment thesis for Fleetwood Corporation Ltd

Fleetwood Corporation Ltd (ASX:FWD) traded as high as $14.24 in early 2011 and on 29 Feb 16 it plumbed the depths trading at $1.03. While some might caution against trying to catch the proverbial falling knife, Sandon Capital has taken advantage of FWD's share price weakness to accumulate (along with Sir Ron Brierley's Mercantile Investment Company Ltd) a 5.4% shareholding. We believe there is more to FWD than many appreciate, but not while the status quo prevails. Sandon Capital has published a presentation that details its investment thesis for FWD. The presentation is available on our website's Campaigns page or by following this link (VIEW LINK)

Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...

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