Benjamin Sayers

ASX Small & Micro Caps, Sydney Swans and NUFC content only -

[Benjamin Sayers @BenjaminSayers1]

I have put my thoughts together on $VYS AGM presentation for @ARichLifeAu

Managed to get lucky with the timing of my investment and write up earlier this year, but the thesis remains on track, if not stronger after this update.

https://t.co/3cVIwnUm1A

[Benjamin Sayers @BenjaminSayers1]

@galumay I would be very surprised if there was much debt being drawn to fund this. If any at all. We will see though!

[Benjamin Sayers @BenjaminSayers1]

@mondyinvest @galumay 🤮

[Benjamin Sayers @BenjaminSayers1]

@galumay Great work mate. Awesome returns, and well earnt too.

[Benjamin Sayers @BenjaminSayers1]

@mondyinvest Who ever put this in the presentation should be fired. Absolute definition of saying the quiet bit out loud

[Benjamin Sayers @BenjaminSayers1]

@ryu_tay Hard to know, just think there is more bad news to come that’s all.

[Benjamin Sayers @BenjaminSayers1]

@galumay This was my thesis, but like the doofus I am, I got too impatient and sold… ah well. Very strong report. Cash building nicely.

[Benjamin Sayers @BenjaminSayers1]

@TheRoyaltyKing @TRAVmoneyofmine Thanks Trav. I think Trav nailed it above. Water a massive issue in and around the Pilbara. Coming to a head over the next 6-12 months with Water Corp essentially admitting they don’t have enough water for Port Hedland over the near term. Free to chat any time over DM if needed.

[Benjamin Sayers @BenjaminSayers1]

@NicoperJES Agree

[Benjamin Sayers @BenjaminSayers1]

@NicoperJES Yep, for sure. It is to a point now where execution matters. Overpriced on current business, let’s see! I’m backing management.

[Benjamin Sayers @BenjaminSayers1]

@AmatuerCapital Good write up mate. Like the leverage they may get from having exposure to fintechs. Land the right start up, the hard work around building cards on the platform gets done by the clients, CCA just clips the ticket on the way through. A good example could be the Sharesies program.

[Benjamin Sayers @BenjaminSayers1]

@eddylight95 @OwenRask @b_richo_ I’d say he doesn’t really care about how many retail investors followed him into that one after calling it “the easiest double in 6 months he’s ever seen”. In fact he’s using it to sell more advice.

[Benjamin Sayers @BenjaminSayers1]

@galumay Update?

[Benjamin Sayers @BenjaminSayers1]

@Alonzo_CTHG A level up if you say 50 “bips”

[Benjamin Sayers @BenjaminSayers1]

@NicoperJES Thanks mate, appreciate it!

[Benjamin Sayers @BenjaminSayers1]

#investing #ASX #ausbiz

[Benjamin Sayers @BenjaminSayers1]

Wrote my latest post on an interesting piece of scuttlebutt I’ve been tracking for $VYS

Link below for those keen to read, feedback always welcome!

https://t.co/bADMlvnzxK

[Benjamin Sayers @BenjaminSayers1]

@mondyinvest It’s insane that this hasn’t been pulled up by the ASX, just blatant manipulating of the numbers to suit the narrative. I was scathing of this at the time they reported their 2025FY numbers, and somehow it’s even worse now.