VOC has been mentioned a couple of times already in 2021 including in conjunction with a potential switch to Telstra (TLS). However as a standalone our target for VOC has been the $4.50 area and when / if this is achieved I believe assuming there’s no fresh stock specific news in the market MM will look to deploy the funds elsewhere, potentially into TLS but as always we are openminded.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 1st May – ASX +18pts, WOW, LSF, WOR
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Thursday 1st May – Dow up +141pts, SPI down -28pts
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MM is considering selling VOC ~6% higher.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Thursday 1st May – ASX +18pts, WOW, LSF, WOR
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Thursday 1st May – Dow up +141pts, SPI down -28pts
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