MM has finally bounced over 20% after reaching an out of court settlement with RIO on an outstanding issue which has been hanging over the stock for over 12-months. Previously the stock had ground lower through 2021 leading us to now contemplate if this short-term relief rally is an opportunity to take a ~30% profit.
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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 is considering cutting our MND position
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