Boat engine manufacturer BC has just come out with a new 7.6 litre, 600hp V12 Mercury outboard, for anyone interested in boating as I am, I’m sure you’ll appreciate what an absolute weapon of an engine this is and it speaks to one part of our investment thesis on this stock, being the obvious move towards outboard engines on larger vessels, a theme that is gaining significant traction in the US.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM is keen to increase our exposure to BC below $US95
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
Daily Podcast Direct from the Desk
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