The Westferry Fund Microcap Fund Manager Interview Series (MSV & HLO)
Автор: Coffee Microcaps
Загружено: 2026-03-17
Просмотров: 12
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For this interview, I am joined by Peter Johns, Portfolio Manager at The Westferry Fund. In this interview, we discuss two current portfolio holdings, Mitchell Services Ltd (ASX: MSV) and Helloworld Travel Ltd (ASX: HLO).
00:01 - Reporting Season Overview
02:45 - Mitchell Services Ltd (ASX: MSV)
16:00 - Helloworld Travel Ltd (ASX: HLO)
To learn more about The Westferry Investment Group, please visit https://westferry.com.au/
About Mitchell Services Ltd (ASX: MSV)
Mitchell Services is an ASX-listed drilling services provider and is Australia’s most diverse drilling company.
For over half a century, the Mitchell brand has successfully operated in the mining and resources sector. Our broad range of equipment, years of industry experience, and demonstrated skill set set us apart from other drilling companies. We have 100 surface and underground rigs, more than 750 experienced employees and a strong track record of performance and growth.
Our world-class fleet is located in key exploration and mining centres throughout Australia, providing a range of drilling services and innovations.
Mitchell Services has the unique ability to provide drilling solutions at all stages of the mining lifecycle, across a diverse range of commodities and geographies.
Our operations comprise two key divisions – Surface and Underground. In many instances, we conduct multi-rig contracts utilising both surface and underground drilling services on a single project or site.
The ability to provide such a diverse range of drilling services provides our clients operational flexibility, reduced commercial management, unified systems and processes and shared technical knowledge on site
To learn more about Mitchell Services Ltd, please visit: https://www.mitchellservices.com.au/i...
About Helloworld Travel Ltd (ASX: HLO)
Helloworld Travel is a leading Australian & New Zealand travel distribution company, comprising retail, leisure travel, and business travel networks, travel broker networks, destination management services (inbound), air ticket consolidation, tourism transport operations, wholesale travel services, including event packaging and online operations, all supported by world-class proprietary and non-proprietary distribution systems.
HLO businesses have over 900 personnel located in Australia, New Zealand, Fiji and Greece, and over 2,600 members of its travel agency and broker networks in Australia and New Zealand.
To find out more about Helloworld Travel Ltd, please visit: https://www.helloworldlimited.com.au/...
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