Bellevue Gold (BGL) has had a very tough time in recent years, for various reasons (covered here), however, we believe they are approaching an inflexion point, and the risk/reward looks attractive ~$1.15.
MM are buying BGL in the Emerging Companies Portfolio, targeting a 4% weighting around $1.15
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Silex (SLX) has had a great run recently, with our position up ~170%. Given the appreciation, the prevailing portfolio weight has increased. We are trimming back the holding to our 3% target weight.
MM is reinforcing 3% portfolio target weight on SLX ~$10.50
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