Jake Ward

Citizen of Graham and Doddsville

[Jake Ward @Comlbr24]

@toy59496 @puppyeh1 Yeah I just assume most know more than I know. I think investors are still rightly concerned about the past corp governance issues and how long it takes to turn around. Absolute and relative comps point towards undervaluation still IMO.

[Jake Ward @Comlbr24]

@toy59496 Oh wow - do you actually think it is healthier? (Genuine question might read as sarcasm).

I meant more you seem to have the wealth that indicates shopping at more Harris Farm / Grocers

[Jake Ward @Comlbr24]

@puppyeh1 Watch $CCP.AX fly now

[Jake Ward @Comlbr24]

@toy59496 Cocobella not as certain but would be non-dairy consumers who still like “dairy” I.e. yoghurt, chocolate milk.

Rokeby is an extremely wide target market and seems to be the #1 RTD protein drink in Woolworths and Cole’s. I would say that they have been aided by category growth.

[Jake Ward @Comlbr24]

@puppyeh1 Working for them that $HUM.AX has been going the other way

[Jake Ward @Comlbr24]

@puppyeh1 Yeeee - previous comment is just me injunctions copium into the veins hahaha

[Jake Ward @Comlbr24]

@puppyeh1 The pain of selling early for good reasons is far less severe than holding on despite those reasons and incurring losses. It moved from a catalyst style rerating that coincided with an explosion in earnings and is now more a traditional style investment based on valuation.

[Jake Ward @Comlbr24]

@puppyeh1 I was worried about longer term anti-immigration sentiment with this one but likely sold early by the looks

[Jake Ward @Comlbr24]

@puppyeh1 Appreciate the disclosure of your sizing - I detest when some talk up positions and they are sub 1%

[Jake Ward @Comlbr24]

@toy59496 @puppyeh1 Definitely. Much more likely to be there through the cycle that’s for sure.

[Jake Ward @Comlbr24]

@kejca To be fair, he can do it in his head.

[Jake Ward @Comlbr24]

@Larryjamieson_ This is actually a game changer

[Jake Ward @Comlbr24]

@Larryjamieson_ @PythiaR Agree, I love being sceptical about these sorts of things but as a long term trend it’s not even being utilised to a tiny fraction yet. Do you use it much scanning for businesses etc?

[Jake Ward @Comlbr24]

@puppyeh1 Yeah good analysis - basically you are relying too much here on a rerate in something seemingly terminal. There likely will be those who make money and say it was obvious but I think the downside is too unknown here for me.

[Jake Ward @Comlbr24]

@puppyeh1 Worse - they hate those aspiring to be rich.

[Jake Ward @Comlbr24]

@respeculator Yeah great summary, given the track record you could bet solid money on option 2. There would be buyers for Curagh I would guess but I just can’t see management executing on all these fronts.

[Jake Ward @Comlbr24]

@respeculator Completely agree - partially because I own but their track record speaks for itself.