Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Morning all at MM. Do you have any intel on why Calix appears unloved at the moment? After the selldown 5 weeks ago, the price is still drifting and appears to be accelerating! And if I can be cheeky, could I please ask another question? To offset the pain of Calix, I have been enjoying the fruits of your call on AGL - do you have a target in mind for this good news story? Cheers
Hi Craig,
Calix (CXL) has been under pressure alongside the aversion to green energy technology assets, a lack of catalysts and a shift towards more tangible near term earnings from companies. Over all, the story remains compelling with a number of deals for their cement and lime solution, Leilac, in the works alongside progress across partnerships with steel and hydrogen projects. We like Calix long term, and would look to add to our position into further weakness.
In terms of AGL, the stock still presents reasonable value despite the strong rally. We remain holders following the recent upgrade, with a move above $12 our current target.
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