We are selling IVE Group (IGL) in the Emerging Companies Portfolio at around breakeven to partially fund additional positions.
MM are selling IGL in the Emerging Companies Portfolio around $2.00
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We are increasing Pinnacle Investments (PNI) allocation into weakness as flagged in today’s Morning Report.
MM are increasing PNI in the Emerging Companies Portfolio, allocating a further 2% around $9.10
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We are increasing the Bapcor (BAP) allocation in the portfolio as flagged in the Morning Report.
MM are increasing BAP in the Emerging Companies Portfolio, allocating a further 2% around $6.70
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We are taking a new position in Select Harvests (SHV) with an initial 4% weighting. The outlook for almond pricing is supportive.
MM are buying SHV in the Emerging Companies Portfolio, allocating 4% around $6.40
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We are taking a new position in uranium miner Paladin (PDN), allocating 4% into weakness. Demand for uranium is increasing at a time supply is being constrained.
MM are buying PDN in the Emerging Companies Portfolio, allocating 4% around 80c
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