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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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM are selling ORA in the Active Growth & Income Portfolios, taking a loss around $2.30
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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