Balanced Portfolio Recommendation: SELL Nufarm (NUF)
Sell (take profit) NUF +11%)
December 2023
Conservative Portfolio Recommendation: Switch – Sell Elders (ELD) buy Graincorp (GNC)
Value switch in the agricultural sector
Balanced Portfolio Recommendation: SELL Take Profit – Ventia (VNT)
Sell 2.5% holding in Ventia services for 10% profit
Alpha Portfolio Recommendation: Buy – Liontown (LTR)
A bounce in the Lithium spot price after a dramatic year long fall should see Liontown bounce back towards it $3 takeover bid price
Alpha Portfolio Recommendation: Update – Invictus Energy (IVZ)
Invictus Energy Ltd (IVZ) is an independent upstream oil and gas company. The company is opening rift basins in onshore Africa – the Cabora Bassa Basin – in northern Zimbabwe through an impact exploration program.
Balanced Portfolio Recommendation: Trim Take Profit – CSL Ltd (CSL)
The CSL position that we put on initially is now 10% in the money. We are looking to trim 2% or 1/4 of our position to take a profit.
Balanced Portfolio Recommendation: Sell – Macquarie Group Ltd (MQG)
Macquarie Bank is set to announce earnings, consistently demonstrating a remarkable record of exceeding expectations. MQG is a cornerstone in our portfolios, showcasing reliable performance. We advise purchasing a 2%-4% allocation of MQG shares on Thursday, anticipating a potential gap-up at Friday’s market open, following the release of positive updates.
Conservative Portfolio Recommendation: Buy – Global X Physical Silver (ETPMAG)
ETPMAG is backed by physical silver. Each physical bar is segregated, individually identified and allocated.
Balanced Portfolio Recommendation: Buy IPD Group Ltd (IPG)
Shifting from Ventia to IPD, leveraging Ventia’s 9% return for IPD’s undervalued potential, aligns with our strategy for value-driven, defensive investment opportunities.
Alpha Portfolio Recommendation: Buy – Silver
Silver Mini Warrants (ZSIKCB) offer leveraged exposure to Silver Futures. These warrants have a delta of 0.1 to the silver price, which means the warrants move 1c for every 10c that the silver price moves.
Alpha Portfolio Recommendation: Buy – Deep Yellow (DYL)
Deep Yellow offers a strong investment opportunity, poised to benefit from the global surge in nuclear energy demand following COP28’s pledge to triple nuclear capacity by 2050.
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