u/Appropriate-Engine27

▲ 1 r/ASX

Hey guys, just wanted to get some eyes on my portfolio and my current plan for each holding. Just soundboarding here to see if my logic holds up:

  • SLC: Planning to hold until it hits $3.60. I'm expecting a re-rate once the Lightning Broadband merger finalises.
  • WTC: Holding through the August results. Expecting increased profitability following the headcount reductions.
  • ARB: Got stuck with this one after following some Motely Fool advice. 🙄 Considering taking the hit and rotating that capital into WTC.
  • WBT: Holding on hope for now. It’s a small position, so I'm happy to let it ride. 🚀
  • XRO: Holding at least until the May 14th results announcement.
  • RKLB: Indefinite hold.

Appreciate any input or critiques you guys might have. Cheers!

u/Appropriate-Engine27 — 16 days ago