Plugging into Schneider Electric: powering your life without you noticing!
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:
In each episode, we hear from one of Firetrail’s Portfolio Managers or Equity Analysts who gives their insight on a stock in our portfolio - giving you 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 bear case and bull case for the company's outlook?
This episode focuses on Schneider Electric, a French listed multinational company specialising in producing all kinds of electric products at a low or medium voltage level. This ranges from something as simple as your nearest light switch to advanced electrical systems for factories and stadiums. Schneider has several powerful growth drivers including the push towards electrification, efficiency, and the rise of data centres.
In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he thinks really matters for Schneider’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Schneider Electric is a holding in the Firetrail S3 Global Opportunities Fund.
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Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
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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
5 topics
1 fund mentioned
Firetrail Investments
Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
Firetrail Investments
Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
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