Lastly LLC which resides in the MM Growth Portfolio, it’s been a frustrating journey so far but we feel weakness associated with a new CEO whose now steering the ship is overdone. The company is ideally positioned for todays economy as it develops and manages property / infrastructure assets – we are happy to stay long but aren’t considering increasing our position (yet).
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Buy Hold Sell: The best and worst performers of FY25
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Friday 4th July – Dow up +344pts, SPI up +27pts
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Thursday 3rd July – ASX -42pts, PME, NWH, GLF
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MM likes LLC around $12
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