AFL great, turned Cerutty Macro Fund portfolio manager, Chris Judd is with HP Rx founder and managing partner Hashan De Silva for today’s Talk Ya Book.
They discuss CurveBeam AI (ASX:CVB), a company in which Mr De Silva is a director. Mr De Silva holds 565,493 ordinary shares, millions of options and 320,928 indirect shares.
The company’s developed a CT scanning device, called HiRise, that works when a patient is weight-bearing, providing imaging while patients are standing. The images can be done within an orthopaedic centre, and release lower radiation levels.
CurveBeam has a market cap of $36 million and was trading at 16 cents (May 28).
KP Rx invests in a diverse range of biotech, medical device, diagnostic, and health tech companies located predominantly in Australia and New Zealand. It is backed by Karst Peak Capital.
Talk Ya Book was created by Chris Judd in 2019 as a show where fund managers could share their highest conviction investment idea but more importantly showcase their investment framework to the public.
Disclaimer: Juddcorp Pty Ltd ACN 635 629 631 is a corporate authorised representative (CAR) (CAR Number 1300536) of Boutique Capital Pty Ltd ACN 621 697 621 AFSL 508011.
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