We have recently bought back into GMG, so there’s nothing really new to add to recent comments, it’s a top-quality stock pivoting into an attractive new area with low gearing and a huge war chest to buy assets if/when they become attractive over coming years – recent MM GMG Comments.
- We are big fans of GMG, our only regret potentially being we recently only bought 4%, not 5% – we hold GMG in our Active Growth Portfolio.
MM is long and bullish toward GMG
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