Friday, May 18, 2012

Kelpie Capital write-up on Zicom Group

Great overview of a stock that is currently one of our favorite ideas at Chanticleer. The stock closed today at $0.17 AUD, which is about 70% of tangible book value. We think the management team is very familiar with value investing and Warren Buffett as well. Click on the paragraph below for Kelpie Capital's full write-up.


Disclosure: I am a portfolio manager at Chanticleer Advisors and Chanticleer Investment Partners and the fund and separate accounts Chanticleer manages own shares in Zicom Group. We may in the future buy or sell shares and are under no obligation to update our activities. This is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.