Raymond
๐ค SpeakerAppearances Over Time
Podcast Appearances
And there's, I think there's high expectations built into current share price.
And I think another key risk would be the rise in raw material costs.
The biggest raw material cost is aluminium.
So all these cooling products there, they're like rectangular, they're like blocks.
So, and they're all made of aluminium.
And at the moment, aluminium prices are at record highs.
And it doesn't seem like it's going to abate any time soon.
And it's branching outside of motorsports.
So the key driver of growth for PWR is actually providing the same solutions and products to military defence and also aerospace, which is very interesting because...
company that we talked about before, Alphabet and Google, they're trying to build infrastructure in space to improve the efficiency or the speed of the transmission of data, essentially to improve productivity.
And to get to space, you need to build some more spacecraft.
And that's where PWR comes in and provides cooling solutions because it kind of gets hot up there, as they say.
Yeah, my last business, so I'd say it's my strikers, my wingers, my attackers in my soccer team, all these three stock portfolio.
And I'd say Januson is a very small company and also very high risk.
But there's a lot of growth going on at the moment.
And so what does Jannison do?
It's essentially trying to be the leader of digital and physical educational assessments provider for infants and secondary schools in Australia.
So it charges schools as well as corporate organizations
to access its education platform to either complete assessments or upskill.
The interesting thing about Januson is that compared to other assessment platforms, it actually holds a contract with the Organisation for Economic Cooperation and Development to provide and roll out the program for international student assessments.