The combination of solid fuel demand, the successful acquisition of Z Energy and higher refining margins in 1H22 helped lift ALD to fresh post-COVID highs in recent weeks, a rally that was particularly noticeable in a falling market. MM likes the refining sector with ALD our preference over Viva Energy (VEA) although they both look destined for fresh 2022 highs in the not too distant future.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM is bullish ALD targeting the $39 area
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