Copper / gold miner SLR feels like it’s finally in a “sweet spot” as both commodities start to enjoy a bid tone as the rate of the bullish rally by bond yields starts to wane, a great read through in our opinion if the stock just needs rates to stop rising to go up. We have an initial technical target for SLR around $2, or 20% higher – if MM were “traders” this is one stock / sector I would be considering strongly.
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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 is bullish SLR targeting a test of $2
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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)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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Thursday 18th April – DOW -45pts, SPI +20pts
Daily Podcast Direct from the Desk
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