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The Bottom Line

  • We like S32 and may top up our position from 4% to 5% into further weakness.
  • We are holding onto our AGL position for yield but are less positive than a few months ago.
  • We like Albermarle into current weakness having added this large lithium miner to our International Equities Portfolio Hitlist.
  • We remain long and bullish towards AIC Mines (A1M).
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