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Emerging Companies Portfolio – Amendments

We are taking a ~95% profit on Paladin (PDN) after a terrific run.

PDN
MM are selling PDN in the Emerging Companies Portfolio, taking profit around 95c
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Paladin (PDN)

We are buying Capitol Health (CAJ) believing the stock is worth closer to 60c

MM are buying CAJ in the Emerging Companies Portfolio, allocating 5% around 39c
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Capitol Health (CAJ)

We are topping up our existing position in Lynas Corp (LYC)

LYC
MM are adding to LYC in the Emerging Companies Portfolio, allocating a further 2.5% around $7.16
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Lynas Corp (LYC)
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