Iron ore/lithium miner MIN also reported solid numbers last week – covered Here. We exited MIN in January above $60 and aren’t planning to re-enter at this stage, but the risk/reward is certainly more appealing after its well over 20% pullback. The stock is likely to follow the lithium price over the coming months, but we have turned more cautious here given the potential for mine restarts.
- Technically, we can see MIN making fresh 2026 highs, but MM wouldn’t chase such a breakout.
MM is neutral towards MIN ~$54
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