Infigen up almost 20% yesterday thanks to big Clive Palmer

Infigen up almost 20% yesterday thanks to big Clive Palmer. This stock is geared to the eyeballs, so could easily be a zero. But there's huge optionality on the upside if the RET stays in anything like its current form - throwing off $60m a year of cashflow versus market cap of $170m. Disclosure: we own it and have been buying more.


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Steve Johnson
Founder & Chief Investment Officer
Forager

Steve began Forager Funds in 2009, and now manages approximately $400m across two funds. The Forager Australian Shares Fund and Forager International Shares Fund are both unlisted and are available to investors with daily applications and...

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