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Author name: Mark Gardner

Mark, CEO of MPC Markets, boasts 25+ years in fixed-income and equities trading. Specialising in holistic, top-down thematic and macro analysis, he expertly identifies Australian and global market trends.

Bulls vs. Bears

Weekend Edition Episode 80: Trump brings home semiconductor manufacturing with a big threat

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In this week’s episode of Bulls vs Bears from MPC Markets, the Mark & Jonathan dive into recent market highlights, commodity trends, stock picks, and geopolitical impacts on trading. They share insights from media appearances, discuss Trump-era tariffs, and provide a bullish outlook for the coming week amid US earnings season. Key focuses include copper, silver, Tesla, and emerging AI influences in markets.

Education

Fear Over Facts: The Market’s Mistake on Telix

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When biotech headlines scream “SEC subpoena,” panic can quickly outweigh perspective. But beneath the sell-off frenzy surrounding Telix Pharmaceuticals’ recent regulatory disclosure lies a compelling opportunity masked by fear.

Telix’s stock has been pummeled after announcing an SEC inquiry— a routine regulatory request, followed by a routine opportunistic law firm “investigation” are simply the cost of success in a high-profile sector, not a red flag

Balanced Portfolio

High Conviction – Add Telix Pharmaceuticals

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As of August 5, 2025 (mid-morning AEST), Telix Pharmaceuticals (TLX) is trading around A$16.84–16.75, down approximately 17% from its previous close of A$20.24. This sharp intraday decline aligns closely with your noted price of $17 (assuming AUD). Below, I’ll address the reasons for this correction based on recent developments and why it still represents a strong buying opportunity to add to positions.

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