In hindsight MM has unfortunately held onto our mining services positions in MND and NRW Holdings (NWH) too long and some great paper profits have vanished as corrections have been far deeper than we anticipated. Over the last couple of weeks we have finally seen some of these names bounce well and if it follows through we feel it’s logical to trim back this exposure.
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Performance update for March, stocks that drove returns & our current positioning
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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MM is considering selling MND ideally ~$12
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