A top Mineral Resources investor has rejected suggestions that the highly indebted miner will be forced into an equity raising, saying the 40 per cent collapse in the share price over the last month was “excessive”.
L1 Capital co-chief investment officer Mark Landau likened the negative market sentiment to Qantas 12 months ago before a rebound in the airline’s shares. The fund manager told clients on a webinar that the investment team had taken advantage of the sell-off in MinRes to build up the fund’s stake to 9.2 per cent, making L1 the second-largest shareholder behind founder Chris Ellison’s 11.5 per cent.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。