Marcelo Lima: No Lump In Your Stocking – ValueWalk Premium

Marcelo Lima: No Lump In Your Stocking

Marcelo Lima presenting No Lump In Your Stocking at the 8th Annual Value Investing Congress.

Marcelo Lima: No Lump In Your Stocking

Marcelo Lima will be following Time Eriksen at Value Investing Congress, with his presentation titled: No Lump In Your Stocking.

Marcelo Lima is the managing member of Heller House, a value-oriented investment management company focused on event-driven, undervalued securities globally.

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Marcelo Lima Live Coverage

12:45 PM EST Marcelo Lima of Heller House Capital is now presenting. Heller House was launched in 2010.

12:48 PM: Lima is focusing his presentation on coal. Does not believe in coal's dead future, says that the reports of coal's end are greatly exaggerated.

12:50 PM: Lima presents facts that indicate that coal is still very much in demand. Says 40 percent of power generation in UK uses coal as fuel. Import of coal in UK is going up as domestic production of the commodity shrinks.

12:52 PM: Lima presents long idea, Hargreaves Services plc (LON:HSP).

1:05 PM: Hargreaves Services plc (LON:HSP)'s current valuation does not reflect actual worth, says Lima. Hargreaves has made acquisitions below 7x earnings which is below the net asset value. The company is well positioned against the commodity market headwinds, as its long term contracts are not affected by the shifting commodity prices.

1:12 PM: Lima says that Hargreaves Services plc (LON:HSP) has now left the mishaps of last year behind it. The company has recovered from the closure of Maltby mine and the fraud uncovered at its Belgian unit has been sorted out. Future looks positive.

1:18 PM: Lima has wrapped up his presentation and is now taking questions.


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