Queensland coal operator AZJ has largely disappointed investors over the last decade since its float but under $4 we see distinct value in this $7bn business. Also a forecasted part franked yield in excess of 7% is attractive on anyone’s matrix in today’s environment. We like the risk / reward below $4 primarily because we feel that the downside is limited.
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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 likes AZJ below $4
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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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