Peter Kennan of Black Crane Capital presented his investment thesis on Channel Infrastructure Limited (New Zealand: CHI) at Asian Investing Summit 2023.

Thesis summary:

Channel Infrastructure owns and operates a former oil refinery that has been converted into a fuel import terminal, with near-monopoly access to Auckland market. The shares trade at a discount to New Zealand infrastructure stocks.

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About the instructor:

Peter Kennan is the founder of Black Crane Capital a catalyst/activist, deep value investment manager. Black Crane has a strong track record of creating value by actively engaging with under valued listed companies including the successful restructuring turnarounds of Elders, Emeco and MMA Offshore. Prior to founding Black Crane in 2009, Peter was a leading corporate financier with UBS Asia Pacific where he was Head of Asian Industrials Group, a team covering energy, infrastructure, resources, consumer/retail and general industrial companies. Prior to that, Peter was Head of Telecoms and Media for UBS Australia. Before UBS, Peter spent seven years with BP in a variety of engineering and commercial roles.

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