Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book

James Williamson

February 11, 2024·13 min·1 clip

James Williamson declares 'here we go again' for a mining boom, with Rio Tinto signing key contracts for Fleetwood's asset.

Investment professional James Williamson returns to Talk Ya Book to analyze Fleetwood, a company he sees as a compelling turnaround story. He breaks down its three business divisions—a fly-in, fly-out hotel in Karratha benefiting from new mining contracts, a modular building solutions unit being restructured, and an RV business—highlighting undervaluation and growth catalysts.

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