Hi Jack
On-line artist portal RBL has really only fallen in-line with the tech sector as a whole. The company is growing revenue fast, in Q1 of the current financial year growth was close to +120% while margins also rose, a nice combination. However when the high valuation sectors on the proverbial nose history tells us it can fall further than many expect, just think Afterpay(APT), I like the business but another 15-20% downside this year wouldn’t surprise.
Nickel producer Western Areas (WSA) is on our radar at the moment but with a minimum SPP price of $2.15 I would rather go long in the market more than 5% cheaper!