Perennial Value Discuss Imdex (ASX:IMD)
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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.
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
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.