9 February 2025 · 55m
Beyond mining: quiet compounders on AIM
A change of pace — three under-followed AIM industrials with real cash generation and no story to sell.
Sara Okonjo#aim#industrials#compounders
Transcript
Host
This week, no rocks. Sara has three AIM industrials that quietly generate cash.
Sara Okonjo
Northwind Industrials is the cleanest example. Low capital intensity, pricing power, and a family still holding thirty per cent.
Sara Okonjo
Meridian Lithium is the speculative sleeve of the portfolio, and I would size it accordingly.