OZL has at times felt like our underperforming copper exposure, equivalent to Santos (STO) in the oil / gas sector i.e. OZL has corrected over 19% from its 2022 high when copper simply rotated in its fairly tight 12-months range. However the industrial metal has come back to life this week rallying ~7% suddenly finding itself within striking distance of our medium-term $US500/lb target i.e. now only another 5% away.
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Performance update for March, stocks that drove returns & our current positioning
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
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Market Matters Research Lead Shawn Hickman with David Koch
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Thursday 18th April – DOW -45pts, SPI +20pts
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MM remains bullish OZL ideally targeting the $30 area
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
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Thursday 18th April – DOW -45pts, SPI +20pts
Daily Podcast Direct from the Desk
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