Megaport (MP1) shares have been hit hard today, despite upgrading its FY24 EBITDA guidance to between 56 and 58 million from 51 to 57 previously. Analysts say weak recurring revenue and KPIs during the quarter were below expectations. Our experts, Joshua Barker from River X and David Lane from Ord Minnett, share their views on this news. David says he wouldn't take too much of the report from today, saying that looking back over 12 months the shares have performed really well and that today's action could be a "buy on rumor, sell on fact scenarios where people are taking a few profits". Joshua says that it's a great company and he's look to accumulate if the price was right. Is now the time? Watch to find out if David and Josh would buy, hold or sell.

Watch the full episode here: https://ausbiz.co/thecall-2904

Stocks covered:
FMG - Fortescue
BCB - Bowen Coking Coal
CHN - Chalice Mining
CBO - Cobram Estates Olives
A2M - A2 Milk
ANZ - ANZ Bank
SIQ - SmartGroup
SUL - Super Retail Group
OFX - OFX Group
NEU - Neuren Pharmaceutical

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