Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hello and good morning, First up keeping an eye firmly planted on your insights has certainly made recent times a little less challenging , so thank you and keep it up. Secondly just your thoughts on 2 stocks I have been watching ASX COB and also ASZ GNC . Our portfolio we are trying to lean toward capital growth over a long term. Thanks again Gavin
Hi Gavin,
Thanks for the positive feedback.
Cobalt Blue (COB) 51c – green energy business COB is undoubtedly operating in a popular space at present with demand for cobalt growing as the world migrates away from fossil fuels i.e. the element is used in many batteries for EV’s and for grid storage. We see potentially exciting upside for COB but as is often the case with new markets volatility is high, MM would be looking to accumulate into weakness under 50c while remaining open minded that it could even fall well under 40c.
GrainCorp (GNC) $7.82 – we like integrated grain business GNC and have been both surprised and impressed with how quickly it has turned the ship around aided by higher grain prices, something we can see continuing over the next decade. MM likes GNC with an ideal entry area under $7.50, an area it does keep testing over recent months.
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