DUB -0.31%: Has announced an agreement with Optus to become natively integrated across the groups mobile network, opening up one third of the Australian market and an enterprise user base in the hundreds of thousands. For those not familiar, DUB provides designs and develops communication software specifically used in call recording an analysis. This is a good signing for DUB with Optus being one of the biggest Telco’s in the world. Our Analyst Jono Higgins saying…. It’s not too late with DUB and the group is one of the most exciting SAAS plays on ASX. We are high conviction.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM remains long & bullish DUB
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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