Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Portfolio updates indicate a reduction in Australian mining and gaming exposure.
7letters
Themes on this desk
Divestments
The author is selling positions in Regis Resources, The Star Entertainment Group, Grange Resources, and Deep Yellow.
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Regis Resources divestment
The author is selling their position in Regis Resources (RRL).
Indicates a change in sentiment or portfolio strategy regarding the gold mining sector.
Watch Future performance of RRL stock relative to gold price trends.
Source →
public excerpt
14 chars read
Substack - Rooster Global Portfolio Mastery Club
Casino divestment
The author is selling their position in The Star Entertainment Group (CSC).
Signals potential negative outlook or risk management regarding the Australian gaming sector.
Watch Regulatory or operational updates concerning CSC.
Source →
public excerpt
11 chars read