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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They can be, there can be some absolutely world-class companies in Australia.

One that did stand out for me, partly because it had run so hard and didn't seem to be getting a lot of attention was Cochlea.

Cochlea was up around $350 for a little while there.

It was just doing super well.

It was up more than 50% over 12 months.

Even though

Uh earnings were pretty good and the outlook wasn't too bad, it's come back quite a lot.

So that was quite interesting when we're pricing for very aggressive growth.

If you get those disappointments, you'll see a pullback.

The ones that didn't disappoint, and they're very, very interesting, Wise Tech.

That company is priced for some pretty incredible growth.

It's on a PE of 137 times and yet doing very nicely price-wise.

And then ProMedicus, this is the other one.

So WiseTech obviously not in the med tech space, but ProMedicus, very much in the med tech space.

It's performed so well.

It's up a couple of hundred percent over the last couple of years.

Ford P of 178 times.

And yet, even on a tiny pullback with earnings, it's come back again at sitting right where it started before was a reporting season.

Well the funny thing about Yanko was they bought it when the dividend was super high.

And then theoretically they were supposed to sell it, you know, when it cut its dividend.

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