Just been to a Wilson Asset Management / Future Generations...

Just been to a Wilson Asset Management / Future Generations presentation in Brisbane.

Wilson's mentioned Emeco as one of their stock holdings, but it was Ben Griffiths of Eley Griffiths that gave Emeco a huge wrap. He rattled off all sorts of stats about the value of a truck with 35,000 hrs at the height of the bust versus now, the value of their assets, lead times to order new equipment etc.

You always get some new ideas at these investor meetings, but Emeco was the one that stood out to me.

Shot from the hip and picked up a small parcel. Maybe more to come later once I do some homework of my own.