Thanks for the industry overview. I own WTC but I have been a little scant on my competitive analysis so this was a good refresher for me. Not sure how much digging you have done into WTC but there are some real governance issues there at the moment, which is hanging over the share price. Australian Financial Review have covered it in depth. It's a great company but a really good example of the trouble a company can get into if they are lacking in the G department.
Thanks for the comment and for checking out the overview! This was meant to be a high-level industry scan, just to get a feel for the space and spot names worth digging into further. WTC definitely stood out to us, so it will be in our radar for a deeper dive.
We didn’t go into company-level detail here, so really appreciate you flagging the governance issues. What’s the story there? Would love to hear more.
Actually SO,
that was quite pain-free.
Thank you for your kindness ;)
I enjoyed that overview.
WISE has done well and deserves it.
I look forward to the next one.
Thanks again, SO.
Cheers Kev <3
Really appreciate that, Kev!
Glad to hear it was smooth to read as that’s exactly what we aim for with these overviews.
WISE has definitely earned the spotlight but it’s not cheap. Yet, the recent pullback makes it more interesting.
Any preference on the industry you’d like us to cover next?
Thanks for the industry overview. I own WTC but I have been a little scant on my competitive analysis so this was a good refresher for me. Not sure how much digging you have done into WTC but there are some real governance issues there at the moment, which is hanging over the share price. Australian Financial Review have covered it in depth. It's a great company but a really good example of the trouble a company can get into if they are lacking in the G department.
Thanks for the comment and for checking out the overview! This was meant to be a high-level industry scan, just to get a feel for the space and spot names worth digging into further. WTC definitely stood out to us, so it will be in our radar for a deeper dive.
We didn’t go into company-level detail here, so really appreciate you flagging the governance issues. What’s the story there? Would love to hear more.