Following yesterdays downgrade to FY24 guidance, we are cutting our losses on Orora (ORA) across the Active Growth and Income Portfolio’s. We hold a 5% and 4% weighting respectively. We believe concern over their balance sheet will cap any near term recovery.
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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 ORA in the Active Growth & Income Portfolios, taking a loss around $2.30
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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 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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