I have bracketed these two commodities together due to their association in the new battery world we live – these themes are as in vogue as fossil fuels are out. We are bullish both commodities which should provide a healthy tailwind for related stocks – MM has direct exposure through IGO Ltd (IGO) where we are looking for 15-20% upside over the coming months.
MM remains bullish and long IGO initially targeting the $11 area
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