Yesterday morning we touched on our bullish view towards Regis Resources (RRL) and right on cue the gold sector enjoyed a strong day dominating the leader’s board e.g. RMS +5.1% and RRL +4.6%. We like this relatively small $988mn predominantly gold miner and explorer which was the market’s 3rd best performer yesterday, initially looking for 15-20% upside although more wouldn’t surprise.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM likes RMS over the coming months
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
Daily Podcast Direct from the Desk
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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Wednesday 24th April – DOW +263pts, SPI +27pts
Daily Podcast Direct from the Desk
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