The Most Overlooked Commodity Opportunity? (Vas Piperoglou)
In today's episode, we're joined by value investor Vas Piperoglou.
Vas is the co-founder and chief investment officer of Collins St Asset Management.
He runs one of Australia’s most consistently high-performing value investment firms, with a knack for starting special situations funds in markets near and dear to our hearts.
Collins St has played 3 resource capital cycle thematics. All three worked out to a tee.
We explore with him what's next.
Vas runs us through:
- Why he has returned most the money from the gold fund
- What silver going parabolic told him
- The full backstory behind the Matrix takeover - and if he's buying back into offshore service
- Why Carnarvon remains a deeply frustrating but asymmetric
- How the Humm Group activist campaign is tracking
- A totally hidden monopoly trading at 6x earnings with a 10% dividend yield - Nasdaq listed
- Why the almond supply cycle is tantalising
Follow Vas on LinkedIn: https://www.linkedin.com/in/vasilios-piperoglou-3122a3225
If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector.
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TIMESTAMPS
(0:00) Gold Cycle Reality Check
(5:50) Capital Cycles and Fund Structure
(8:40) Matrix Deal and Oil Services M&A
(17:10) Oil Outlook, Carnarvon, and Activism
(28:20) Humm Activism Endgame
(30:50) Convertible Notes Overhang
(35:30) Global Value Picks: Kaspi
(50:10) Almonds Thesis and Wrap
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