We are increasing our position in Sandfire Resources (SFR) into recent weakness taking the position to a 6% weighting. We are bullish Copper and our top pick in this space is now SFR.
MM are adding to SFR in the Emerging Companies Portfolio, allocating a further 2% around $4.00
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We are increasing Audinate (AD8) into recent weakness, taking it to a 6% portfolio weighting.
MM are adding to AD8 in the Emerging Companies Portfolio, allocating a further 1% around $7.40
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