EPISODE 256 - BILL LAISTER, CONTANGO MICROCAP LTD (CTN)
Our the Tuesday edition of the Morning Mail, David is joined by Senior Portfolio Manager at Contango Microcap Ltd (CTN) Bill Laister. CTN is a Listed Investment Company that trades on the Australian Stock Exchange.
Bill covers the Resources sector for CTN. We seek his views of his preferred metals exposure in the sector including two examples of their portfolio holdings. Bill comments separately on cost pressures for the sector, CTN’s view on China’s continued economic growth and the recent Australian Government tax announcements (Rent Resource and Carbon) and their impact on the sector.
