Gervais Williams of Premier Miton Shares His #investing & #stock Thoughts #pmi

StockBox

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➡️ Gervais compared current conditions to the 1970s, emphasising opportunities for asset-rich companies and strong cash flow performers as inflation and supply constraints drive returns. ➡️ Institutional investors may gradually move from midcaps to microcaps, fueling growth in undervalued sectors with high upside potential. ➡️ Focus on companies transitioning to positive cash flow, like Greatland Gold and Nostra Tera Oil & Gas, highlighting potential for outsized returns in niche markets. #StockBox #PMI