We have an existing ~3% position in the Flagship Growth Portfolio and we’re looking to increase this by a further ~2% around $8.50. Without re-hashing our original investment thesis we are very bullish on future facing commodities that will underpin the global move towards renewable energy. Nickel & Lithium will be two key commodities in this transition. NB IGO was last week granted exclusive due diligence to acquire Western Areas (WSA) in what would be an all scrip deal.
We plan to increase our IGO position ~$8.50
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