Money and Finance
- What You Like A Ceo Of A Portfolio Company To Say (and Hope He's Right)...
From the Zicom Group (ASX: ZGL) Chairman's Address to Shareholders:I am pleased to announce that your Board will henceforth focus on enhancing shareholders’ value. At the end of the financial year just ended, the net asset value per share of...
- Matthew Miller: In-depth Idea Presentation
Thanks to John and Oliver for opening this up to the public, and for hosting another great conference. My partner at Boyles Asset Management, Matt Miller, gave his presentation on Zicom Group (ASX: ZGL). Link to video and presentation: Matthew Miller:...
- Chanticleer Q3 2012 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of the fund I help manage. Disclosure: I am a portfolio manager at Chanticleer Advisors ("CA") and Chanticleer Investment...
- Egi Financial Holdings, Inc.
My colleague, Matt Miller, did a write-up on one of our newer positions for Value Investors Club. The company is EGI Financial Holdings, Inc. (EFH.TO) and the write-up is now available for public viewing.Link to: Matt’s write-up on EGI Financial Holdings..........Disclosure:...
- Butler National Corp.
My colleague, Matt Miller, did a write-up on one of our newer positions for Value Investors Club. The company is Butler National (BUKS) and the write-up is now available for public viewing. Link to: Matt’s write-up on Butler National..........Disclosure:...
Money and Finance
Zicom Group update
I linked to a great write-up and mentioned Zicom in a post here before (HERE). It remains one of our favorite ideas at Chanticleer. For those that are following it, they filed their Preliminary Final Report.
Link to: Zicom Group Limited (ASX:ZGL) - Preliminary Final Report
I recommend reading the Kelpie Capital write-up for more background, but here’s a summary of the valuation using the fiscal year-end numbers (the stock closed in Australia today at 0.18 AUD):
P/E: 6.3x
P/TBV: 0.68
Dividend Yield: 5.56%
Disclosure: I am a portfolio manager at Chanticleer Advisors and Chanticleer Investment Partners and the fund and separate accounts Chanticleer manages own shares in Zicom Group. We may in the future buy or sell shares and are under no obligation to update our activities. This is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.
- What You Like A Ceo Of A Portfolio Company To Say (and Hope He's Right)...
From the Zicom Group (ASX: ZGL) Chairman's Address to Shareholders:I am pleased to announce that your Board will henceforth focus on enhancing shareholders’ value. At the end of the financial year just ended, the net asset value per share of...
- Matthew Miller: In-depth Idea Presentation
Thanks to John and Oliver for opening this up to the public, and for hosting another great conference. My partner at Boyles Asset Management, Matt Miller, gave his presentation on Zicom Group (ASX: ZGL). Link to video and presentation: Matthew Miller:...
- Chanticleer Q3 2012 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of the fund I help manage. Disclosure: I am a portfolio manager at Chanticleer Advisors ("CA") and Chanticleer Investment...
- Egi Financial Holdings, Inc.
My colleague, Matt Miller, did a write-up on one of our newer positions for Value Investors Club. The company is EGI Financial Holdings, Inc. (EFH.TO) and the write-up is now available for public viewing.Link to: Matt’s write-up on EGI Financial Holdings..........Disclosure:...
- Butler National Corp.
My colleague, Matt Miller, did a write-up on one of our newer positions for Value Investors Club. The company is Butler National (BUKS) and the write-up is now available for public viewing. Link to: Matt’s write-up on Butler National..........Disclosure:...