Small-cap debate at IG with Graham Neary and Chris Boxall

Small-cap debate at IG with Graham Neary and Chris Boxall

Jeremy Naylor at IG was joined for a discussion of small-cap stock picks by Graham Neary and Chris Boxall of Fundamental Asset Management.

The video has been published on YouTube:

5+
CATEGORIES
Share This

COMMENTS

Wordpress (5)
  • comment-avatar

    great discussion Graham with Chris re the 8 small cap stocks to watch – you two shld do more such discussions together ! rob collinson

    1+
  • comment-avatar

    Yes interesting stuff and look forward more of the same. I must comment on the DUKE section as I did not think Graham was given the chance to clarify……

    1 The benefit to royalty partners is that they retain control of their business compared to the private equity route. And compared with increasing debt there is no refinancing risk, heavy covenants or FCF issues. … and they can buyback if they wish at any time during the term……. 2

    In terms of partner defaults DUKE have a rigorous process before accepting a new partner. No start ups, no oil and gas, mining, biotech. 10 years of operating history, strong management, competitive advantage, senior security over assets.Far from being ‘high-risk’ companies that could not achieve finance elsewhere as Boxall suggests, DUKE criteria ensures that only high quality companies are accepted……3
    My comments above are taken from a DUKE presentation made in May 19. Shame Boxall did not get it!

    1+
  • comment-avatar

    This was really great thanks Graham. The dynamic with you and Chris was excellent and you both managed to cover a number of shares in my portfolio. I wouldn’t mind seeing more videos like this!

    1+
  • Your Cart