Sunday Territorian

Mark Goulopoulo­sos Cumulus Wealth




Moves from “hold” to “buy” due to excessive price weakness. Even after accounting for the material price decline for iron ore, the long-term outlook is robust.

Regis Resources (RRL)

Regis has a strong balance sheet, restructur­ed hedge book and solid medium-term production growth profile. An undervalue­d Australian gold producer.


A material sale from the managing director has unsettled the market. The long-term growth outlook remains attractive. However, it may pay to wait for a better entry.

AusNet Services (AST)

With two bidders now competing to take over the company, shareholde­rs should wait to see how the battle plays out over coming weeks.

SELL Megaport (MP1)

Year-on-year revenue growth rates are slowing and the company is yet to generate a profit. Appears very expensive.

Novonix (NVX)

A market darling in the battery space, it appears a lot of growth has been priced in, which makes the stock vulnerable to any negative setbacks.

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