“Margin truth... impact on the bottom line... cash generated during that period based on all economic activity”
EB
Eric Brodinger AskLuca
The Opportunity Podcast ·
Australian Investors Podcast · Inside Soul Patts’ EOS turnaround and NexGen uranium bet
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base investment decisions on the cash-generating defence segment of EOS, treating the space-laser and counter-drone units as optional upside
“Margin truth... impact on the bottom line... cash generated during that period based on all economic activity”
“A bill of $200 million over the next decade to secure it as a defence site, an amount that would not need to be spent if it were not a defence site.”
“Don't make 30-year investment decisions based on the last 30 minutes of news... develop a kind of deliberate ignorance about short-term noise.”
“I made the conscious decision to invest in PR and so invest back in the business”
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