We think that the current valuation captures spot gold. Jason Kururangi: I'm going to go with a hold where it is trading today. Northern Star Resources, big merger with Saracen announced recently. Matthew Kidman: Okay, let's go with something a bit more exciting than circuit boards: gold. And we don't doubt that there could be a bit of a wobble, but we believe in the long-term story and that it will generate significant value for us as shareholders. If you look offshore where you've seen transitions to Software as a Service models, they can be very successful.
It's got a large addressable market that they're growing into, and there's a transition going on where we expect significant value to be created for us as shareholders. And when we look at Altium, it's a really high-quality product. Look, we take a three-year view when we're looking at these stocks. Matthew Kidman: They've put out a number of bad announcements recently compared to the market, but the market loves international niche players.
0 kommentar(er)
