Dan

No worries.

Thank you for having me.

Yes.

I very recently emigrated to Australia from the UK specifically for a job.

I got an email in October last year and came across within four weeks.

So the whole family came across.

And yeah, Equity Mates popped into my pod on Spotify.

I know, we just talked about Spotify last week.

Yes.

But there wasn't an investing podcast in the UK.

Jeez, we've got to get over to the UK.

Yep, stock number one is GE Renova, which is one of the biggest electricity OEM manufacturers.

Currently around the world, 25% of the world's electricity is generated through their equipment.

And number two is Siemens.

So Siemens is another one, especially with gas turbines, another one that controls a lot of market, but they also control a lot of the market for switchgear and transformers.

And then you also have Mitsubishi Heavy Industries, gas turbines heavily, as well as all the ancillary equipment that comes with it.

So the industry is what I come from.

I've worked for two of these companies, GE, Venova and Siemens as a contractor.

So I know how busy they are and I also know what long-term prospects are coming and the technologies they're investing in.

And they control 90% of the market.