We are selling our 3% holding in G8 Education (GEM) following todays 1H23 results announcement. We don’t believe GEM is cheap enough for the challenges/uncertainty that remain.
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Buy Hold Sell: The best and worst performers of FY25
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Thursday 31st July – ASX -15pts, RIO, FLT, BPT
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Thursday 31st July – Dow -171pts, SPI off -21pts
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MM are selling GEM in the Active Income Portfolio, taking a loss around $1.07
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