We are cutting Lynas (LYC) from the portfolio after it failed to hold gains after a strong run.
We are cutting Pilbara Minerals (PLS) from the portfolio, seeing near term weakness in lithium
We are adding to Nitro (NTO) into recent weakness, believing it is oversold on issues around its competitors guidance.
We are adding to the Aussie Broadband (ABB) position. We continue to like the business and see upside in the OTW takeover
We are taking a new position in Bapcor (BAP). The company has a strong sector tailwind and management turnover has created a buying opportunity into weakness.