From trees to treasure: the green gold behind your coffee cup
The latest Firetrail Equity Edge Podcast has just landed.
Firetrail's latest podcast - Firetrail Equity Edge, has just dropped. You can listen to it on all the major podcast providers or here:
https://open.spotify.com/episode/3XmEMVMWweohCkIoST7sYa?si=vlghCp7EQw-gkaoydCn5fg
We interview Firetrail’s Portfolio Managers and Equity Analysts about a stock we have invested in to provide you with the Firetrail Equity Edge.
The questions are always the same:
- What is the company and what does it do to make money?
- What is the stock market missing regarding the company’s outlook?
- What is the worst and best case outlook for the company?
All in under 8 minutes.
UPM is a Finnish pulp company and is one of the biggest paper producers in the world. UPM owns, manages, and maintains 1 million hectares of forest land in Finland and Uruguay. And it does so in a sustainable way that promotes biodiversity and mitigates climate change as forests are one of the biggest carbon sinks on the planet.
In
this episode, global equities analyst Georgia Locke tells us what she thinks
really matters for UPM’s earnings outlook, what the market is missing, and what
the bull and bear case is for the company's stock price.
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Catie is a Product Specialist at Firetrail Investments. Catie’s primary responsibility is product management and providing support to the Firetrail investment team. Catie is in her final year of her Bachelor of Economics (Business Law) at the University of Technology Sydney.
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This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.
Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.
Links to the Product Disclosure Statement: WHT3093AU
Links to the Target Market Determination: WHT3093AU
For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com
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Catie is a Product Specialist at Firetrail Investments. Catie’s primary responsibility is product management and providing support to the Firetrail investment team. Catie is in her final year of her Bachelor of Economics (Business Law) at the...
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Catie is a Product Specialist at Firetrail Investments. Catie’s primary responsibility is product management and providing support to the Firetrail investment team. Catie is in her final year of her Bachelor of Economics (Business Law) at the...
Expertise
No areas of expertise
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