Simon Bonouvrie on Livewire Buy Hold Sell: Winners from emerging trends

March 20, 2016

In this episode of Buy Hold Sell Livewire looks at three companies trying to exploit the structural shifts in infrastructure, demographics, technological disruption and emerging export markets.

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Riding the Resources and Mining Services Tailwinds
  • The inter-relationship between commodity prices, resource and mining services company profits
  • The mining services cycle
  • Where we are in the cycle?
  • Examples of recent mining services investments:
    • Emeco Holdings (ASX: EHL)
    • Macmahon Holdings (ASX: MAH)
    • Boom Logistics (ASX: BOL)

Cadence Capital Limited (ASX: CDM) is one of Australia’s top performing Listed Investment Companies.