Quest’s Richard Dixon shares which sectors he’s shorting, why the lithium sell-off has revived value in the sector, and why NAB is his only big four holding.
You bought back your short position in Magellan, is that because you think the share price is near the bottom, or does it have further to fall?
Allkem is the only lithium pure play of the trio, but it is a diversified producer with major expansion plans that can be easily funded from existing cash flow.has re-established value as the producers are only pricing in less than a third of current spot prices for the next few years, despite the positive supply/demand outlook.
Ventia is a services business specialising in the management of social infrastructure such as roads, hospitals and telecommunications as well as defence and transport maintenance. We like the management team and are attracted to Ventia’s defensive characteristics.It still trades at a healthy discount to the market and has a fully franked dividend yield of more than 6 per cent.
I love music and really enjoyed The Beatles: Get Back. The footage is incredible, and it feels like you’re right there in the recording studio with them.
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