High Conviction Growth – ADD Telix Pharma TLX:ASX
Shares have dropped on a routine SEC enquiry after the company disclosed earlier this morning that they were on track for guidance
Balanced Portfolio
High Conviction Growth – BUY Tetratherix TTX:ASX
Tetratherix is an Australian biotech company with a simple but powerful mission: help the body heal itself. The company has developed an advanced gel technology called Tetramatrix which has been called Medical Lego
High Conviction Global: TSLA & ISRG Earnings this week
TSLA & ISRG Earnings this week, both near buy range
High Conviction – ADD to GQG Partners GQG:ASX
High Conviction – Growth at a reasonable Yield
ADD to GQG Partners GQG:ASX
High Conviction Small Caps – SELL Johns Lyng Group JLG:ASX Takeover bid
SELL Johns Lyng Group (ASX: JLG) Company News – Takeover offer
Thematic ETF: BUY Defense Tech ETF DTEC:ASX
The Global X Defense Tech ETF (DTEC) is strategically positioned to benefit from a significant and sustained increase in global defense spending.
High Conviction Mining: BUY Northern Star NST:ASX
BUY the remaining 50% <$17.20 (20% saving) On the 17th of June @ $21. Due to poor price action we only Bought 50% of intended allocation
High Conviction Growth: Xero XRO:ASX Update
Xero has announced it has entered into a binding agreement to acquire 100 per cent of US company Melio, with $3.9 billion in cash and scrip in upfront consideration.
High Conviction: BUY Findi FND:ASX
Findi Limited (ASX: FND) is well positioned for significant share price appreciation, underpinned by two major catalysts: the upcoming IPO of its Indian subsidiary on the Bombay Stock Exchange and the company’s strong FY25 results.
High Conviction: Sell (take 30% profit) Newmont NEM:ASX
Having a high holding in gold has now run its course to an extent to we are recommending a switch of half of our Gold holding to Silver via the ETPMAG ETF (physical Silver)
High Conviction: ADD to DFND ETF
DFND gives investors exposure to a portfolio of listed global companies involved in the military or defence industries. DFND aims to provide investment returns before fees and other costs which track the performance of the Index.
High Conviction Small Caps – Johns Lyng Group JLG:ASX Takeover bid
Johns Lyng Group (ASX: JLG) Company News – Takeover bid