We are trimming Audinate (AD8) into strength. It is likely to trade higher today after a positive update., leaving a 5% portfolio weighting.
MM are trimming AD8 in the Emerging Companies Portfolio, reducing by 2% above $8.50
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We are trimming Calix (CXL) very marginally to improve portfolio flexibility, leaving a 4% portfolio weighting.
MM are trimming CXL in the Emerging Companies Portfolio, reducing by 1% around $6
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We are adding to the position in uranium stock Paladin (PDN) following plans to restart production, leaving a 6% portfolio weighting.
MM are adding to PDN in the Emerging Companies Portfolio, allocating a further 2% around 68c
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We are buying our preferred lithium stock Pilbara Minerals (PLS) given the medium term backdrop for the lithium market.
MM are buying PLS in the Emerging Companies Portfolio, allocating 4% around $2.57
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We are cutting Nitro Software (NTO) after a poor update earlier in the weak.
MM are selling NTO in the Emerging Companies Portfolio, taking a loss around $1.20
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