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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And then we saw a whole lot of other people buy into it because the price had come off so much.

So it's quite interesting the extent to which people take this very contrarian view.

Some of them are taking it on dividend, some of them are to put taking it on growth or the kind of price.

Well it would be hard to tell.

I'd have to go back and have a look at the numbers.

But even just looking sort of the last week or so, what people were buying.

So the lovely thing about reporting season, you get those sort of price mismatches where something comes in above or below expectations.

Price moves a fair amount.

Our guys are pretty switched on about that.

So we saw interest in NIB, for example.

Heaps of buying in NIB, which is not something we ever, ever see otherwise.

the coal stocks were in there, but because the price had come off, uh, we saw Inghams.

Inghams is different.

We don't see that every day.

You know, so it's quite fascinating where people do look for

uh those opportunities that they sort of feel

They're very opportunistic.

I'm not gonna say speculative.

They've obviously had a an eye on them for a while, but they need them to be pretty cheap to jump on it.

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