We are taking a loss on our Select Harvests (SHV) position after another disappointing production update yesterday.
MM is selling SHV in the Emerging Companies Portfolio, taking a loss around $4
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We are adding uranium and silicon enrichment technology company Silex (SLX) to the portfolio following what we see as unjustified weakness following a recent capital raise NB: We did not participate in the capital raise.
MM is buying SLX in the Emerging Companies Portfolio, taking a 4% weighting around $3.65
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We are adding ReadyTech (RDY) to the portfolio after its pullback towards support. The company was recently bid for and we continue to see corporate appeal along with a strong 2H earnings skew.
MM is buying RDY in the Emerging Companies Portfolio, taking a 4% weighting around $3
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We are buying engineering company SRG Global (SRG) as they trade around support levels. The company has won a significant number of contracts this year, de-risking their medium term revenue targets.
MM is buying SRG in the Emerging Companies Portfolio, taking a 4% weighting around 68c
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