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SkyCity discount ‘unwarranted’, says Tyndall’s Tim Johnston

The small cap manager on Bain’s offer for Estia, why Strandline is the cheapest stock in his fund, and a possible takeover target in outdoor media.

Joanne Tran
Joanne TranMarkets reporter

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Tim Johnston is co-portfolio manager of Tyndall Asset Management Australian small companies fund.

Why is SkyCity Entertaiment in your top holdings, especially when some of your competitors would generally be wary about managing the risks associated with the industry?

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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com

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    Original URL: https://www.afr.com/markets/equity-markets/skycity-discount-unwarranted-says-tyndall-s-tim-johnston-20230608-p5dext