Letters by company

Perenti Ltd

1 letter discussing PRN. Everything written about it on this site is on its ticker page.

Forager Funds Management Forager Australian Shares Fund Monthly Report January 2024 Perenti and Macmahon faced selling pressure after lithium and nickel price declines threatened mine activity, but Forager argues Perenti’s expected earnings base makes the share-price reaction excessive. Resmed reported strong December-quarter revenue and operating-profit growth, supporting the view that GLP-1 concerns do not diminish its long-term opportunity. January 2024 PRN $1.3BRMD $33B