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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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM likes MND initially looking for a test of $13
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