The local markets weak again following negative leads from overseas bourses. We’ve been stopped out of the SFR position at $15.58 as the copper sector succumbs to broad-based ASX weakness – we can see ourselves revisiting the “Copper Trade” again via SFR below $15.
More happily we remain long WDS which has rallied again today, encouragingly in the face of market weakness.
- We are looking for opportunities in the tech sector &/or market in general as sentiment turns against the growth names, but it still feels too early.
MM was stopped out of Sandfire (SFR) today
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