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I just realized that GIL had uploaded their FY presentation recording on their website - http://www.globalinvestmentslimited.com/...tation.mp3 [Recording].
It was a briefing for analyst held by the Chairman. The interesting bit was towards the Q&A at the end where he gave more details about the upcoming targets - it seems that GIL is planning to invest in operating lease assets (like rails and aircraft) which requires larger cash out-flow. They are bullish about the rail leasing sector based on their experience with Ascendos. At the same time, they will also invest in more liquid assets as outlined by the new investment mandate. I guess I was wrong about STAM slowly cutting off the operating lease segment with the sale of the 2 aircrafts and concentrating on liquid loans etc.
Any thoughts on this D123 ? Thanks.
(Vested)
It was a briefing for analyst held by the Chairman. The interesting bit was towards the Q&A at the end where he gave more details about the upcoming targets - it seems that GIL is planning to invest in operating lease assets (like rails and aircraft) which requires larger cash out-flow. They are bullish about the rail leasing sector based on their experience with Ascendos. At the same time, they will also invest in more liquid assets as outlined by the new investment mandate. I guess I was wrong about STAM slowly cutting off the operating lease segment with the sale of the 2 aircrafts and concentrating on liquid loans etc.
Any thoughts on this D123 ? Thanks.
(Vested)
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