MM has been a little disappointed by AWC over the last fortnight but we look upon this as an opportunity, we are considering increasing our position from 4% to 6% in our Flagship Growth Portfolio if we see a test / break of $2. Our positive outlook hasn’t faded, we believe the tailwinds from the underlying commodity price and dividend stream should continue well into CY22.
MM remains long & bullish AWC – we may increase our holding
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