- Alumina (AWC) – we are considering increasing our position from 4% to 5/6% after the stocks 24% correction, this would be an ideal place for some of the monies from our Fortescue (FMG) position.
- Nickel Mines (NIC) – as we mentioned earlier we like NIC around $1.30, another excellent position for some monies from FMG or potentially an underperformer.
- CSR Ltd (CSR) – building products business has slipped of late but again we are considering increasing our 4% holding to 5/6%.
- Virgin Money (VUK) – this is our one “dog” we particularly like at current levels and we are considering averaging up from 4 to 5/6% – potentially an ideal home for some monies from A2M or NWH.
MM likes AWC around $1.80
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