Senior Industrial Analyst Paul Ryan joins David on the show this morning to discuss Seek Ltd.
With the share price now 15% off its recent highs, the recovery in job ad volumes accelerating and our recruitment industry contacts confirming that Seek is aggressively pursuing price increases, we take the opportunity to reiterate why we view Seek as a core portfolio holding.
Paul gives his views on management, the structural growth potential of the core online job board business and Seek’s early stage investments in both private education and offshore job boards. The company remains in the Evans and Partners model portfolio.
