MIN fared better than some stocks with exposure to lithium, only closing down ~4%, probably aided by its ~45% exposure to iron ore. MIN remains our most likely candidate to increase our exposure towards lithium, especially while iron ore holds around the $US120 area.
- No change, we are considering increasing our exposure to MIN into fresh lows for 2023 – MM holds MIN in our Active Growth Portfolio.
MM remains bullish, and long MIN
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