IGO has evolved from a nickel miner to a business focused on overall energy storage, a transition which makes sense considering its was already half way down the road. This is one position where MM certainly took profits too soon, we will be looking to re-enter into the next 10-15% correction – no doubt a higher price than we exited in 2021.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM likes IGO into pullbacks
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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