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Emerging Companies Portfolio – Amendments

We are cutting Lynas (LYC) from the portfolio after it failed to hold gains after a strong run.

LYC
MM are selling LYC in the Emerging Companies Portfolio, taking profit around $8.90
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Lynas (LYC)

We are cutting Pilbara Minerals (PLS) from the portfolio, seeing near term weakness in lithium

PLS
MM are selling PLS in the Emerging Companies Portfolio, taking profit around $2.35
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Pilbara Minerals (PLS)

We are adding to Nitro (NTO) into recent weakness, believing it is oversold on issues around its competitors guidance.

NTO
MM are adding 2% to NTO in the Emerging Companies Portfolio around $2.85, taking the position to 6%
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Nitro (NTO)

We are adding to the Aussie Broadband (ABB) position. We continue to like the business and see upside in the OTW takeover

ABB
MM are adding 2% to ABB in the Emerging Companies Portfolio around $4.90, taking the position to 6%
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Aussie Broadband (ABB)

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.

BAP
MM are buying BAP in the Emerging Companies Portfolio, allocating 4% around $6.75
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Bapcor (BAP)
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