The leading copper miner rallied +4.2% on Monday to levels not seen since mid-June following the solid recovery in the underlying industrial metal. We remain bullish this quality miner initially targeting around 15% upside to fresh decade highs. We have a similar view here as towards PLS i.e. fresh 2021 highs before a “rest” will feel likely as we remember that resource stocks are cyclical / volatile across many timeframes.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM is bullish OZL targeting fresh 2021 highs
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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