Seven West Media (SWM) +6.38%: looked a good result for Seven with lower costs helping the first half beat to earnings. Digital revenue growth remains a large driver though the outlook for TV is improving with the market believing it could capture a bigger share of the market though to 2022 – starting with the Olympics this year. An improving balance sheet & keeping costs under control will be key moving forward, however they’re talking a better game in the 2H as good momentum builds.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March
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Friday 9th May – Dow up +254pts, SPI up +3pts
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