LLC has struggled through 2021 under the weight of a re-emerging virus and fixed price contracts being pressured by rising input prices. However we now feel the business is well positioned moving forward with significant bad news built into the price while the likelihood for another major kick up in infrastructure spend by Scott Morrison to avoid a new recession is largely being ignored – these fresh contracts are likely to come with larger margins / contingencies for COVID & hikes in material costs.
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Ausbiz: James Gerrish on results with a focus on the growth recovery in retail.
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Markets @ Midday – Wednesday 17th August – Bapcor (BAP), Super Retail (SUL), Magellan (MFG) & CSL
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Weekly Video Update: James & Harry cover portfolio performance for July, and Income stocks to buy here & now.
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What Matters Today in Markets – Wednesday 17th August
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Ausbiz: James Gerrish on results with a focus on the growth recovery in retail.
Recorded Wednesday 10th August @ 9.30am
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Markets @ Midday – Wednesday 17th August – Bapcor (BAP), Super Retail (SUL), Magellan (MFG) & CSL
Daily Podcast Direct from the Desk
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Weekly Video Update: James & Harry cover portfolio performance for July, and Income stocks to buy here & now.
Recorded August 10th August 2022
Podcast
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What Matters Today in Markets – Wednesday 17th August
Daily Podcast Direct from the Desk
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