MM’s view on NWH
Hi James, Just read this morning’s MM report (14 Oct) and in particular the bit on NXL where you reference GEM, NWH, NXL and WGX being dropped out of the ASX200. I don’t hold NXL but I do hold NWH. Does your NXL comment "(NXL) is a perfect example of a stock being in the too hard basket as it drops out of major indices” also then relate to NWH? Or are the mining and infrastructure tailwinds enough to justify a “hold” ? - Regards Jan P