Equity Mates Investing Podcast cover image

Expert: Gaurav Sodhi - The ASX-listed stock that breaks every rule of sensible investing | InvestSMART

Equity Mates Investing Podcast

00:00

The Future of Erika Explosives

Gaurav Agrawal: It's easy to look at a business that has failed over a long time and just say, that's a crappy business. I think there is a change for Erika. That bull has been cleaned out. Management is new. They've sold the offending business. They've acknowledged the error. There are some really important technology being developed inside Erika. The miners themselves, they have gone through 10 years of really disciplined capital allocation. He says he sees both structural improvement coming from Orica and maybe a cyclical improvement as well.

Play episode from 15:53
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app