MM believes IGO will acquire fellow nickel producer Western Areas (WSA) in 2022, the only question appears to be at what price / terms. We have a willing buyer and seller and as IGO continues to evolve as a prominent Australian clean energy business an extension to its nickel division feels attractive assuming they don’t overpay, something that feels less likely the longer this plays out with IGO being the only identified buyer.
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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 remains mildly bullish IGO targeting fresh highs
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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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