Lithium stocks have come under pressure in the short-term as previously mothballed supply comes back on line, though the medium term outlook for Lithium demand remains strong as the Electrification thematic continues to play out. This has created strong risk/reward within the sector, on our view, and Pilbara (PLS) is our preferred large cap play. We are intentionally starting with a smaller 3% weighting, leaving room to increase the holding in time.
MM is buying PLS in the Active Growth Portfolio, allocating 3% around $4.70
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