We bought Pilbara Minerals (PLS) on Wednesday for our Emerging Companies Portfolio and on cue Thursday the whole lithium sector went for a run led by PLS +6.7% and ORE +4.5% – I wish things always went this well!. We are bullish the sector from current levels with our target for the $5.3bn joint sector heavyweight ORE initially 25% higher i.e. exciting risk / reward in our opinion.
MM likes ORE targeting a break of recent highs
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