Our portfolio has seen considerable returns from Worley Limited (WOR), with a notable performance of approximately 10%, alongside the recent dividend payment. This success prompts a strategic evaluation of our current positions to optimize for future growth and returns. In line with this strategy, we propose reallocating our investment from WOR to Maas Group Holdings Limited (MGH).
Trim 1/3 of Liontown for 50% profit
The Chinese foreign ministry has begun drafting the removal of tarriffs on Australian wine, reopening Treasury Wines largest market for their flagship brand, Penfolds
The emergence of La Niña will bring wetter conditions to country Australia
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Buy Data#3 Limited (DTL). DTL provides information technology solutions which draw on their broad range of products and services and, where relevant, with their alliances with other leading industry providers. Data3 has built a reputation not only on technical excellence, but on engaging with customers and suppliers fairly and honestly.
WOR has rallied to our price target of 17.50 in just 3 days. PRICE TARGET INCREASED TO $19
Sell Take Profit – Resmed (RMD). RMD is a global company digital health and cloud-connected medical devices. The Company design innovative solutions to treat and keep people out of the hospital, empowering them to live healthier, higher-quality lives. Also, its digital health technologies and cloud-connected medical devices transform care for people with sleep apnea, chronic obstructive pulmonary disease, or COPD, and other chronic diseases
Adding WOR to Balanced Portfolio with a 2% allocation. WOR is a global company headquartered in Australia is a global provider of professional project and asset services in the energy, chemicals and resources sectors. As a knowledge-based service provider, they use their knowledge and capabilities to support the customers to reduce their emissions and move towards a low carbon future.
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.
TWE has done very well over the last month and reporting was as expected. We are trimming half the position to lock in profits and looking to get back in if the stock falls.
