Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock's future?
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares trading at $12 - down 30% this year and 80% from 2018 highs. With a 15x PE, 3.6% dividend yield, and Morningstar rating it as undervalued, is this beaten-down travel giant a buying opportunity?
Drew reveals his view on Flight Centre, covering the company's record $24.5bn travel bookings, US expansion, corporate vs leisure divisions, and FY26 guidance of $305-$340m profit.
Plus, they tackle your questions: Can good companies recover from founder scandals (hello WiseTech)? What stocks to buy before a China-Taiwan war? Is there a "term premium" for stocks like bonds? Why don't more people use VEU for international exposure? And much more.
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Topics answered today:
- DroneShield crashes 25%
- CEO dumps $49.5m in shares, what it means
Flight Centre deep dive
- Trading at $12, down from $60 in 2018, is it a buy?
Q: WiseTech turnaround potential - Can good companies recover from founder scandals?
Q: China-Taiwan war hedging - What stocks would you buy in advance of conflict?
Q: Stock "term premium" - Is there an equivalent to bond term premium for long-term stock investing?
Q: Why not VEU for ex-US exposure? - Best way to get developed markets ex-US in your portfolio
Resources for this episode:
- AFR article on ASX stocks rallying 100%
- Australian Finance Podcast
- Ask a question (select the Investors podcast)
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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Australian Investors Podcast