Yesterday MM elected to increase our exposure to OZ Minerals (OZL) in a coin toss between the copper miner and nickel producer / battery storage company IGO. We remain a keen buyer of IGO into further sector weakness down towards $8.50 but just in case we’ve seen the worst of the Evergrande effect we tweaked our Flagship Growth Porfolio up the risk curve.
MM is bullish IGO medium-term
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