Hi Jeff,
You may have added it to your Hitlist, which is a customizable list on the users side. It is not showing on our Hitlist and we do not have it marked as ‘Active’ in the Emerging Companies Portfolio, meaning we are more in wait an see mode. It now has little impact on this portfolio given its small weighting, however , we are keeping it there as we will likely add to it when there is more evidence that Lithium prices and thus interest in the junior end of the market has turned.
- If we didn’t have any lithium exposure, Liontown (LTR) looks interesting for the mid-cap space as per recent commentary here.