Matthew Haupt in today's AFR:
Which stock in the WAM Leaders portfolio are you most bullish on?
South32, the company spun out of BHP, receiving the assets that were deemed unattractive. We think management have done an excellent job reshaping this business and instating financial discipline along the journey since the demerger.
We think South32 will re-rate over the next few years as the portfolio moves towards more attractive commodities and gains more interest from investors globally. The company’s recent move into copper is also a very attractive opportunity that will help the transition of the investor base.
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Yep.
Ash
Sierra Gorda copper mine, page-39
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Last
$3.76 |
Change
0.010(0.27%) |
Mkt cap ! $17.00B | |||
| Open | High | Low | Value | Volume |
| $3.79 | $3.82 | $3.72 | $33.18M | 8.805M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 48533 | $3.75 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.77 | 46493 | 4 |
View Market Depth
| Last trade - 16.10pm 06/11/2024 (20 minute delay) ? |
| S32 (ASX) Chart |