“What attracted us really was there was the defence business… we were paying for the defence business… everything else was sort of upside”

Australian Investors Podcast · Inside Soul Patts’ EOS turnaround and NexGen uranium bet

Play from 9:34
9:34

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What was described

base investment decisions on the cash-generating defence segment of EOS, treating the space-laser and counter-drone units as optional upside

Said nearby on the same subject

“Margin truth... impact on the bottom line... cash generated during that period based on all economic activity”
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Eric Brodinger AskLuca
The Opportunity Podcast ·
Why it worked Share this moment
“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.”
♫
Said on Australian Parliament: House of Representatives
Hard number $200 million Share this moment
“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.”
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Michael Yardney
Property Investment & Wealth Creation Australia | The Michael Yardney Podcast ·
Contrarian take Share this moment
“I made the conscious decision to invest in PR and so invest back in the business”
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Sarah Meikle
The SME Stream ·
How they work Share this moment

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