We are buying jewellery retailers Lovisa (LOV). Value has emerged in the consumer space and Lovisa is executing its strategy well.
MM are buying LOV in the Emerging Companies Portfolio, allocating 4% around $15.40
Add To Hit List
We are buying gold miner St Barbara (SBM) into weakness. An Australian focussed miner with a corporate tailwind.
MM are buying SBM in the Emerging Companies Portfolio, allocating 4% around 90c
Add To Hit List
We are selling Zip Co (ZIP), expecting headwinds to remain for BNPL for the rest of the year.
MM are selling ZIP in the Emerging Companies Portfolio, for a loss around 53c
Add To Hit List
We are selling Tyro Payments (TYR) following the departure of their CEO.
MM are selling TYR in the Emerging Companies Portfolio, for a loss around 66c
Add To Hit List
