We are trimming our position in Aussie Broadband (ABB) into strength. We had an 8% target weighting, we are dropping this back to a 6% target weighting.
MM are trimming ABB in the Emerging Companies Portfolio, targetting a 6% portfolio weighting, around $4.60
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We are buying back into Paladin Energy (PDN) into weakness. The risk/reward has now sufficiently improved, in our view.
MM are buying PDN in the Emerging Companies Portfolio, allocating 4% around $1.14
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