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17/03/2021

We own STA in the Emerging Companies Portfolio. The position will be reviewed on FID at Coburn.

By Harry Watt
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Relevant suggested news and content from the site

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Overview
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Monthly Update: Portfolio performance and positioning during October
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Orica Ltd (ORI)
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Buy Hold Sell: The best and worst performers of FY25
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Downer EDI Ltd (DOW)
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Monday 8th September – Dow off -220pts, SPI off -15pts
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NRW Holdings Ltd (NRW)
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Thursday 4th September – Dow off -24pts, SPI up +31pts
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