VP Capital

@AlexMiningGuy @GalenaMiningASX Great to see money where your mouth is / skin in the game Alex!

@BigDaddyLopez @ausbiztv @RetailFoodGroup No, we have been relatively discreet about our position. Obviously this tweet has aged well...

@ausbiztv @VP_Capital1 @RetailFoodGroup Have you detailed your $RFG thesis publicly Tom besides this snippet?

Tom Lambeth of @VP_Capital1 says @RetailFoodGroup $RFG is leveraged for recovery as people spend more money in shopping centres and eat out again... Tom also discusses two more stocks that are benefiting from the uptick in retail activity >> #ausbiz #ASX

+65% for FY21 and +28% IRR since inception

New note from ⁦@thomas_galanti⁩ for ⁦@ChrisJuddInvest⁩ on iron ore miner $FEX. Not one I’m on the register of but they’re starting to produce some impressive cash flows and worth having on the watch list. DYOR. chrisjuddinvest.com/articles/fenix…

$FEX Iron Ridge reaches steady state production early March. 120,000 tonnes/ mth = 144,000/ yr Using nameplate production 1.25Mtpa. Iron ore price $160 USD ($210 AUD), Margins of $100 should be achievable. Profit after tax, approx $70 -90 million. MC $107 M = undervalued.

Three year track record just in: Total return of 80% net, representing a 22% IRR. Thanks to the team and our investors. Get in touch if you would like to know more

Great to discuss Kelly with you @cjayfive

Tom Lambeth and John So take a rigorous approach to valuation with the improvisational attitude of a start-up. Their VP Capital returned 31.2 per cent in 2019-20. bit.ly/2IxqJDZ

Tom Lambeth from VP talks about an alternative way to play the rising gold price ausbiz.com.au/media/mah-bene…

@EGPtony We liked it too @EGPtony Only area of concern for us was the terminals link to retail spending, whether that impacts growth. But it appears to have had little impact to date. Well done.

@SantiagoAuFund Not super bearish equities, but sentiment / fears around a second wave may drive things near term

For those who are bearish #SPX but bullish #Gold #Silver and the Miners can you please give me your best argument for why a repeat of these few weeks in March is unlikely to happen again?

youtu.be/ilNgtz_50QU See Tom Lambeth from VP sit down with @cjayfive to discuss The Reject Shop $TRS

@realvision Seth Klarman

Hey Twitterverse, we have a serious question for you… If you had to choose one person to be interviewed by Real Vision, who would it be?

Most likely a bear market rally. Market not pricing the longevity of disruption correctly. Particularly the impact on travel, leisure, consumer discretionary

See John So talk about VP's best gold picks

Live data on #coronarvirus thanks to JHU gisanddata.maps.arcgis.com/apps/opsdashbo…

$PAR new all-time highs. #asx

Fantastic night at Crown Palladium sponsoring The Asia Executive 2019 Melbourne Cup Charity Ball