We are selling our 3% holding in G8 Education (GEM) following todays 1H23 results announcement. We don’t believe GEM is cheap enough for the challenges/uncertainty that remain.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM are selling GEM in the Active Income Portfolio, taking a loss around $1.07
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Recorded Monday 31st March

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