Boat engine manufacturer BC has just come out with a new 7.6 litre, 600hp V12 Mercury outboard, for anyone interested in boating as I am, I’m sure you’ll appreciate what an absolute weapon of an engine this is and it speaks to one part of our investment thesis on this stock, being the obvious move towards outboard engines on larger vessels, a theme that is gaining significant traction in the US.
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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 keen to increase our exposure to BC below $US95
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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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