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.

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You referred to rare earths as well.

I mean, similar story, right?

You look at the bigger players in that space, it gets hyped.

It really gets hyped.

But you look at something like Linus, which is it's popped into the Nab Trades numbers year in, year out.

You know, every now and then someone thinks I'm gonna give this a go.

Profits off 73%.

It's you know, these are not small numbers.

It's massively off, and it's still on a forward PE of nearly a hundred times.

It's kind of amazing.

That line the last month, the last twelve months have been crazy.

So, I mean, financials are extraordinary, right?

So they're 30% of the ASX, materials twenty, financials are thirty.

When we look at our customer base, you're talking, you know, well above thirty percent.

They're always heavily exposed to financials.

Um a lot of people bought them, you know, a couple of decades ago and have been holding ever since.

And

That has primarily been a yield play.

So what you find is this extraordinary switch between

banks as a yield play to materials as a yield play.

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