LPE 3.13% 15.5¢ locality planning energy holdings limited

we have a new fund on board. I haven't really scoured the...

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  1. 1,584 Posts.
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    we have a new fund on board. I haven't really scoured the website to find out details but they have their investment thesis about halfway down in the article. I like and agree with this part: "The reason these companies are cheap relative to similar product companies on the ASX comes down a lack of a significant track record. Effectively they are all early stage companies or have early stage products (although still profitable) and the next few years will be key in determining their success. "

    looks like its a small boutique fund.

    heres the link. looks like it was written before yesterdays announcement.

    enjoy.

    https://www.tamim.com.au/tamim-stock-stories/a-portfolio-in-transition
 
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