21 Sep 2021
Last time we spoke with Dean Fergie from Cyan Investment Management he flagged the potential of Zoom2U’s (Z2U) upcoming IPO. Fast forward a couple of weeks and the company’s share price is up around 225%. Dean shares why he thinks the move is justified, and if it still has room to run. In light of the enthusiasm in the market for these small, techy IPOs he also gives us an update on his thinking around the Afterpay (APT) backed Touch Ventures (TVL) which is listing on the 29th September. The other super performer Dean flags is Kuniko (KNI) a company developing an electro mobility resources projects in nickel, copper and cobalt; while Dean says his interest has been piqued by some of the high-flying battery names, he says quality is key in this hot area of the market. Listen as well for why Dean is starting to become a little bearish after eleven consecutive months of gains for the ASX.