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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Appearances
They're going to uh to Woodside and they're going to
Uh, well, to Fortescue, as I mentioned.
So they do go to a lot of the guys who've just got these super high yields at the moment, but they've got to be willing to move.
The thing that I find super interesting was for a couple of years there the coal players were
very much a yield play.
Um particularly Yan Cole, but Whitehaven as well.
There was sort of a view that they were
making a lot of money and highly unpalatable for institutional investors.
And to that extent, as a retail investor, you get in there and make a really decent yield and then Yancol cut their dividend completely.
So you've got to be willing to move.
If you're just there for the yield, you don't particularly believe in the story, you're just there to get the income, then you've got to be willing to move.
But then everybody else does too.
That stock price was down eighteen percent on the day for the
Right.
So
Look, we're not the US, right?
So we don't have uh the top end of the market crowded with high growth companies.
With there's no Nvidia's that you're gonna get super excited about.
Uh
But we seem to do very well in sort of medical and med tech related companies.
Showing 121–140 of 283 · page 7 of 15
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