AIC Mines (A1M) & Healius (HLS)
Hi Market Matters Team Can I have your current view on AIC Mines and Healius. Healius AGM today and down 8.8% at the moment. You will probably mention this in todays PM report. regards Debra
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Answer
Hi Debra,
We did indeed cover in the PM report on Friday, at which time the stock was down more. Unfortunately, another example of the dogs barking louder while the strong stocks rally to extreme valuations, i.e. reactions like this will justify to many why its too early to search for turn around stories with very few delivering.
- HLS fell after the company signaled flat earnings growth for the upcoming year although they expect a material increase in Pathology earnings in 2H25.
While Fridays plunge appears an overreaction we are reviewing our position because it will take time to regain the markets confidence.
AIC Mines (A1M) – this junior copper (Cu) miner has followed the industrial metal lower. While we remain bullish Cu medium term its fortunes will be largely determined by Trumps tariffs and potential Chinese stimulus.
- We are not planning to add to our A1M position at this stage, though still like the stock here, believing it has a solid future.
