Yesterday saw MM increase our exposure to ALU following its 32% correction, its always a nice feeling to observe a stock you’ve just purchased rally over 5% but obviously 1-day doesn’t make a summer. Our initial target is another 15-20% higher inline with our outlook for growth / tech names at which point we will be looking to reduce our sector exposure, either through ALU or another of our holdings.
MM is long & bullish ALU
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