Mining services stock MND has bounced 22% from its mid-June low, a move we flagged close to the low but felt unable to exploit due to our large weighting towards the sector. The company continues to land new construction and maintenance contracts and although skilled staff are becoming harder and more expensive to secure the net result is positive for the business. We expect at least another 10% upside in the short-term.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is a bullish MND initially targeting ~$13
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