Gemma Dale

speaker

283 appearances 1 recordings 1 series first heard Aug 2024 last heard Aug 2024

Gemma Dale’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

newest first · ▶ plays the moment

So that one's pretty hard to pick.

Uh materials again, we thought we'd hit peak iron peak iron ore.

And we've seen a modest

Uh, reduction in the iron ore price, but hasn't been dramatic.

Uh, you know, some of the other materials uh, you know, have been sold off pretty hard, but not just that.

Uh, you know, retail was supposed to be absolutely terrible and has been one of the strongest performing sectors over 12 months.

It's it's an interesting market.

It's difficult to pick.

I don't

think those investors who are just going with broad base exposure have necessarily got it wrong.

Yeah.

Look, there are a couple of standouts.

The difficulty is they're just so expensive.

A lot of people are reluctant to get into them.

So as I said, you know, you look at something like Wise Tech or Prometicus that has

Th you know, they perform so strongly and they are world-class companies and they're doing really well.

Uh nobody's buying them, right?

Just feel they're too expensive.

And if anything goes wrong, then you're in big trouble.

Oh, our guys love a little punt.

Showing 261–280 of 283 · page 14 of 15