We are buying Lynas Rare Earths (LYC) into recent weakness as the stock reached our pullback target.
MM are buying LYC in the Emerging Companies Portfolio, allocating 4% around $8.60
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We are selling our 4% holding in Whispir (WSP) to better balance the portfolio. Director selling $400k worth of shares was the last straw for this position.
MM are selling WSP in the Emerging Companies Portfolio, taking a loss around $1.03
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