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Raymond

๐Ÿ‘ค Speaker
187 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And there's, I think there's high expectations built into current share price.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And I think another key risk would be the rise in raw material costs.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

The biggest raw material cost is aluminium.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

So all these cooling products there, they're like rectangular, they're like blocks.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

So, and they're all made of aluminium.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And at the moment, aluminium prices are at record highs.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And it doesn't seem like it's going to abate any time soon.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And it's branching outside of motorsports.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

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...

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

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.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And to get to space, you need to build some more spacecraft.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And that's where PWR comes in and provides cooling solutions because it kind of gets hot up there, as they say.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

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.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And I'd say Januson is a very small company and also very high risk.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

But there's a lot of growth going on at the moment.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

And so what does Jannison do?

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

It's essentially trying to be the leader of digital and physical educational assessments provider for infants and secondary schools in Australia.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

So it charges schools as well as corporate organizations

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

to access its education platform to either complete assessments or upskill.

Australian Finance Podcast
๐Ÿ“ˆ 12 ASX & US share ideas for 2022

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.