MP1 3.32% $7.29 megaport limited

Ann: Appendix 4C - quarterly, page-6

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  1. cyw
    3,323 Posts.
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    $11? I would sell everything else and buy MP1. It was $17.6 in September before this vaccine induced sector rotation which is unsustainable in my opinion. You can only rotate so much before you realise that you are loaded with travel, bank and shopping centre shares that are going nowhere. The problem with the vaccine in Norway, people are still dropping like flies in the USA, Europe, Africa and India (plus many more other places) and a possible chaotic 20 January in the USA may delay the recovery of the beaten up sectors by more than 1 year.

    A good company is a good company, no matter what sector it is in and the tech sector is not going away any time soon.
 
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