Ira Sohn London: Chris Hohn, The Children’s Investment Fund Trade Idea: Aurizon, EADS Price Target: Valuation: EADS NV (EPA:EAD) at only 10x 2015 earnings could move up to a similar valuation to that of The Boeing Company (NYSE:BA), which trades at 50x earnings. Themes: Both previously government companies. Lots of scope for reorganization and growth. Chris Hohn on Aurizon Railroad, fund holds largest allocation from the Queensland government at the IPO as government wanted assistance in running company. EPS forecast to triple 2012-2017. 20-25% IIR. Contracts are being renegotiated and costs are being cut. Strong CEO used to work at…
Chris Hohn Targets Aurizon, EADS As Breakout Candidates
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