LOGIN JOIN SHARECAFE SIGN UP FOR OUR NEWSLETTER ADVERTISE
share cafe logo  
 
SHARECAFE COMMENTARY

Perennial Value Discuss Imdex (ASX:IMD)
BY ANDREW SMITH - 11/04/2018 | VIEW MORE ARTICLES BY ANDREW SMITH

Get More Commentary, Discussion & Market Information On -

IMD - IMDEX LIMITED


Imdex (ASX:IMD) are a leading global mining equipment, technology and services (METS) company. Their solutions improve the process of identifying and extracting what is below the earth’s surface for drilling contractors and resource companies.

Perennial Value:

Andrew Smith is the Head of Smaller Companies and Microcaps for Perennial Value. Both the Perennial Value Small Companies and Micro Opportunity Trusts own Imdex shares.

Key points in the video;

  • Strong gross margins driving earnings.
  • How are Imdex priced in relation to the commodity cycle.
  • Catalysts for further upside.
  • Key risks to monitor.
  • Strong balance sheet


For further Perennial product information click here: http://www.informedinvestor.com.au/product/IOF0214AU-27



View More Articles By Andrew Smith

Andrew commenced with Perennial in July 2008. Andrew's previous role was Head of Research at Linwar Securities, a boutique broker specialising in smaller company research. Andrew joined Linwar in 2003 and during this time he has gained a deep understanding of stocks across the small cap spectrum. Prior to this, he worked at Tyndall in their graduate program, where he gained experience across a number of functions including accounting, product development and stock analysis.


 

SHARECAFE VIDEO


Key movements in the Australian ETF market

More video   

RECENTLY ADDED TO SHARECAFE


 › Domino's Fails To Deliver
 › Investors Deaf To Cochlear Growth Story
 › July China Data Disappoints
 › Business Conditions Wane In July
 › Wednesday At The Open
 › Marcus Today End Of Day Report
 › Tuesday At The Close
 › The Global Economy & Bond Markets According To Franklin Templeton
 › Compliance Costs Bite As NAB Provides Mixed Q3 Update
 › Whitehaven Doubles Down With Second Special Dividend
 › Market At Midday On Tuesday
 › Overnight: Mild Concern
 › COE - Morgans rates as Add
 › AZJ - Morgan Stanley rates as Underweight
More ShareCafe   

GET THE SHARECAFE BREAKFAST BRIEFING


Delivered free to your inbox before the market opens each trading day. Sign up below +