Category: Meeting Notes

We recently had a one-on-one meeting with Mark Wilterding, Director of Investor Relations of Medtronic Plc (MDT). MDT is an innovative medical technology, services and solutions company operating in four segments (Cardiac & Vascular, Minimally Invasive Therapies, Restorative Therapies and Diabetes). The meeting was used to reassess our investment thoughts on the Company. Below are the key points from our discussion.

We recently had a one-on-one meeting with David Maxwell, Managing Director of Cooper Energy Ltd (COE). Cooper Energy is an S&P/ASX 300 listed energy company which generates revenue from the discovery, commercialisation and sale of gas to south-east Australia and low-cost Cooper Basin oil production. Below are the key points from our discussion.

We recently had a one-on-one meeting with James Inwood, Group Head of Stakeholder Relations of Goodman Group (GMG). The meeting was used as a refresher on the GMG story as well as to reassess our investment thoughts on the Company. Below are the key points from our discussion.

We recently had a one-on-one meeting with Henry J. Charrabe, Managing Director and CEO of Fluence Corporation Ltd (FLC). Fluence is an innovative wastewater treatment solutions provider, formed by the merger of Emefcy and RWL Water. The Company offers an integrated range of services across the complete water cycle, from early stage evaluation, through to design and delivery, to ongoing support and optimization of water-related assets. FLC remains on our watchlist as we track its pathway to sustainable profitability and margins.

We recently had a one-on-one meeting with Oil Search Ltd (OSH). The meeting was used as a refresher on the OSH story as well as to reassess our investment thoughts on the Company. Below are the key points from our discussion.

We recently had a one-on-one meeting with Andrew Gunn, Senior Manager Investor Relations of BHP Billiton Ltd (BHP). The meeting was used as a refresher on the BHP story as well as to reassess our investment thoughts on the Company. Much of the meeting responses were largely as expected. Below are the key points from our discussion.

We recently had a one-on-one meeting with Rob Goss, CFO of Audinate Group Ltd (AD8). Audinate is an innovative digital audio networking provider located out of Ultimo, Sydney that has developed a platform (Dante), which distributes digital audio signals over computer networks and is

We recently had a one-on-one meeting with Garry Carroll (MD/CEO) and Sharyn Williams (CFO). The meeting was used as a refresher on the GEM story as well as to reassess our investment thoughts on the Company. Below are the key points from our discussion.

We recently had a one-on-one meeting with Gregg Johnston from Commonwealth Bank of Australia (CBA). The meeting was used as a refresher on the CBA story as well as to reassess our investment thoughts on the Company.

We recently had a one-on-one meeting with Sean O’Sullivan from Brambles Ltd (BXB). The meeting was used as a refresher on the BXB story as well as to reassess our investment thoughts on the Company. Below are the key points from our discussion

We recently had a one-on-one meeting with Tony Jackson from QBE Insurance Group Ltd (QBE). The meeting was used as a refresher on the QBE story as well as to reassess our investment thoughts on the Company. Below are the key points from our discussion.

We recently had a one-on-one meeting with Gregg Johnston from Commonwealth Bank of Australia (CBA). The meeting was used as a refresher on the CBA story as well as to reassess our investment thoughts on the Company.