Gemma Dale

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925 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

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

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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That is very high for financials.

These are mostly domestic banks, right?

They should not be growing dramatically more than other sectors with higher growth potential.

I mean, you're really lending and taking deposits.

It's a pretty straightforward business model.

There are some areas that the banks can grow really fast, you know,

All of them are trying to get exposure to ultra high net worth clients and looking at wealth again, which is interesting.

But these are not high growth companies, right?

They are mature companies in a constrained market.

That PE is pretty high.

It used to be closer to 16.

So these are not cheap.

You haven't had great performance over the last 12 months, but you've got a really nice dividend yield.

The long-term performance, let's look at 10 years.

62% over 10 years.

The five-year performance is pretty rubbish, 38%.

But again, higher than the ASX.

Oh, I think my point is more if I went back 12 months, it was closer to 60% over five years.

Yeah.

So I think I'm pointing out more that it's flattened out very quickly.

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