We are trimming our 6% holding in Sandfire Resources (SFR) going back to 4%, although we are taking up our current entitlement at $4.30, so the position size will increase back to ~4.5%.
MM are trimming SFR in the Flagship Growth Portfolio, taking part profit around $5.44
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We are cutting Austal (ASB), the trend here is weak and we want to increase cash.
MM are selling ASB in the Emerging Companies Portfolio, taking a loss around $2.14
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