Bianca Ogden is one the best local fund managers in this sector and is taking a very rational approch to TLX. In December 2022 TLX was the third largest holding in the Platinum International Health Sciences Fund(3.6%).By September 2023 it was the eigth (2.7%) as she had "trimmed..TLX.. as it had done so well" and by December it was not in the top 10 holdings so <2.6%.
So,she appears to be still confident in the companie's future however, not going overboard, but redeploying some of the profit from TLX to what she thinks are better options.
I feel that is a reasonable approach which I also happen to be doing,albeit at a much tinier scale !
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Last
$17.45 |
Change
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Mkt cap ! $5.830B |
Open | High | Low | Value | Volume |
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3 | 4746 | $17.45 |
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1 | 1000 | 17.390 |
1 | 1000 | 17.300 |
1 | 92 | 17.270 |
1 | 173 | 17.260 |
Price($) | Vol. | No. |
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17.550 | 2835 | 2 |
17.620 | 2500 | 1 |
17.650 | 1690 | 2 |
17.690 | 755 | 1 |
17.720 | 776 | 1 |
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Last
$17.53 |
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Change
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