
▲ 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