BPT has certainly dropped the ball in 2021 and at this stage we still no reason to move this far down the quality curve. BPT has reserve and production issues and the stocks inability to bounce after delivering awful numbers for the 3rd quarter in April tells a tale and another dip down towards $1 wouldn’t surprise.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM has no interest in BPT
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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