Mining services business MND caught my attention yesterday after our other holding in the space NRW Holdings (NWH) soared ~18% following its FY21 result with investors focusing on optimistic rhetoric around a large order book and improving margins. Both MND and NWH have endured a tough 2021 but we believe they’re both well positioned to at least bounce another 10-15%.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Tuesday 3rd June – ASX +29pts, IEL, 360, TWE
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Gerrish: The correction is done, we’re positioning for what comes next
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Tuesday 3rd June – Dow up +35pts, SPI up +69pts
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MM likes MND initially looking for a test of $13
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