IRE has been in the news of late with huge volumes leading to anticipation of corporate activity and in today’s active M&A environment it feels like this might be another case of there’s no smoke without fire. A small “situation play” investment into weakness under $13 is tempting, it does feel very well supported into any selling.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM likes IRE as a situation play sub $13
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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