MLN – December 2021 monthly update

MKTUPDTE
Mon, Dec 13 2021 09:05 am

Marlin Global Limited has provided its December 2021 monthly update.

Update includes:
- commentary from Marlin Portfolio Manager
- performance to 30 November 2021


Announcement PDF


Markets News

Macpac NZ profits drop 71% as softer sales hit margins
Retail

Macpac NZ profits drop 71% as softer sales hit margins

The sales drop in New Zealand was larger than Kathmandu's.

Markets

Eroad shares slump 23% as it shifts focus from North America

Eroad cuts North America exposure, impairing $150m in assets.

Eroad shares slump 23% as it shifts focus from North America
Primary Sector

$55m deal secures Santana mining land

The gold miner now owns all the land where its best mining prospects lie.  

$55m deal secures Santana mining land