Show Notes
In today's episode, we're joined by value investor Vas Piperoglou.
Vas is the co-founder and chief investment officer of Collins St Asset Management.
He runs one of Australia’s most consistently high-performing value investment firms, with a knack for starting special situations funds in markets near and dear to our hearts.
Collins St has played 3 resource capital cycle thematics. All three worked out to a tee.
We explore with him what's next. Vas runs us through:
Why he has returned most the money from the gold fund
What silver going parabolic told him The full backstory behind the Matrix takeover - and if he's buying back into offshore service Why Carnarvon remains a deeply frustrating but asymmetric How the Humm Group activist campaign is tracking A totally hidden monopoly trading at 6x earnings with a 10% dividend yield - Nasdaq listed Why the almond supply cycle is tantalising Follow Vas on LinkedIn: https://www.linkedin.com/in/vasilios-piperoglou-3122a3225
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TIMESTAMPS (0:00) Gold Cycle Reality Check (5:50) Capital Cycles and Fund Structure (8:40) Matrix Deal and Oil Services M&A (17:10) Oil Outlook, Carnarvon, and Activism (28:20) Humm Activism Endgame (30:50) Convertible Notes Overhang (35:30) Global Value Picks: Kaspi (50:10) Almonds Thesis and Wrap
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