The lithium names struggled yesterday with Pilbara Minerals (PLS) -4.1% and especially Orocobre (ORE) -7.9% catching our attention. This is undoubtedly a volatile space but it’s a theme that MM believes will continue to thrive in the years ahead hence our recent purchase of Independence Group (IGO). We are buyers of further pullbacks in the sector.
MM is a keen buyer of ORE ~$8
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