We are cutting our position in Elders taking a small loss. Their recent result shows too much uncertainty ahead.
MM are selling ELD in the Flagship Growth Portfolio, taking a loss around $6.50
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We are buying Paladin Energy (PDN) to enact our bullish view on Uranium.
MM are buying PDN in the Flagship Growth Portfolio, allocating 3% around 83c
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We are selling Newcrest (NCM) to switch into Northern Star (NST). We see more upside in the latter.
MM are selling NCM in the Flagship Growth Portfolio, taking a small loss around $25.50
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We are buying Northern Star (NST) with funds taken from Newcrest (NCM) ~5%.
MM are buying NST in the Flagship Growth Portfolio, allocating 5% around $11.10
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We are adding to our existing position in Cleanaway (CWY) given recent weakness. We are increasing by ~1%, targeting 5%.
MM are adding to CWY in the Flagship Growth Portfolio, targeting a 5% portfolio weighting around $2.50
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