DUB is an interesting stock involved in voice recording and analysis. We are buying into recent weakness.
MM are buying DUB in the Emerging Companies Portfolio, allocating 4% around $3.24
Add To Hit List
Lithium & the broader battery metals space is an area we believe has a strong future. PLS has pulled back ~25% from recent highs and is now in our buy zone.
MM are buying PLS in the Emerging Companies Portfolio, allocating 4% around $1.88
Add To Hit List
Resolute Mining (RSG) has been a disappointment. While gold is ‘looking for a low’ RSG has a number of operational and political issues to overcome, we are therefore using this as a funding vehicle.
MM are selling RSG in the Emerging Companies Portfolio, taking a loss around 43c to allocate capital elsewhere
Add To Hit List
