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.
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)
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.
Wisetech Global WTC:ASX AGM Update
Elders Limited ELD:ASX Earnings Update
Graincorp GNC:ASX Earnings Update
Johns Lyng Group JLG:ASX AGM Trading Update
With Graincorp earnings this Thursday, we expect a near record crop volumes due to favourable conditions on the eastern seaboard
ADD to Challenger (CGF) into Earnings on the 13th August
We recommend to add into the weakness due to improving agricultural conditions
Incorporating a 3% allocation to Arcadium Lithium (LTM) within our balanced portfolio represents a prudent investment strategy, given the stock’s attractive valuation relative to its sector peers. This investment opportunity is underscored by LTM’s competitive market positioning and the current undervaluation, suggesting a favorable entry point. Additionally, the stabilization of lithium prices, alongside emerging signs of recovery in the commodity market, indicates a positive outlook for lithium demand. This is particularly relevant in light of the growing electric vehicle and renewable energy markets.
Buy Add – IPD Group Limited, based in Australia, specializes in distributing electrical equipment, offering various solutions under well-known brands like ABB, Elsteel, Emerson, and Red Lion. They provide services such as installation, calibration, maintenance, and more. Serving a diverse customer base including switchboard manufacturers, wholesalers, contractors, and utilities, the company has a long history since its founding in 1889 and was previously known as Alstom Industrial Products Limited before changing its name in 2006.
