We have lost patience (and research coverage) on Wisr (WZR) and are selling to make way for the purchase of Audinate (AD8)
MM are selling WZR in the Emerging Companies Portfolio, for a loss around 26c
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Audinate is experiencing supply chain headwinds that will hurt this years growth. We like the medium term outlook for AD8 and are adding it to the portfolio into weakness.
MM are buying AD8 in the Emerging Companies Portfolio, allocating 5% around $8.80
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