Arguably a more speculative play in the sector is KGN which has endured a tough 12-months on stock and supply chain issues to name a couple. We are already long in our Emerging Companies Portfolio from much lower levels but we can easily see a recovery back towards $14 plus an 8.7% short position leaves plenty of room for a squeeze over the coming weeks / months.
MM likes the risk / reward towards KGN around $11
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