Gary Rollo joined Chris Judd on Talk Ya Book to discuss a microcap pick in the telco and e-sports space, Pentanet (ASX: 5GG). Pentanet is a Perth based high-speed internet provider although our investment thesis is based on their volume growth opportunity in cloud gaming.

“We are not investing in this company based on what the next few months or years of numbers are. We are investing in this company because we see it as an option value on what the business looks like in scale.” Gary Rollo

The Montgomery Small Companies Fund owns shares in Pentanet. This video was prepared 05 August with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Pentanet you should seek financial advice.