Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James & Team, Keep up the good work. Your daily reports are an anchor in these volatile times. Your Thurs AM report this week in regards to Iluka "but we aren’t currently holding a specific position aimed at mineral sands / rare earths:" MMatters hold Lynas and Strandline in the emerging markets portfolio. They are rare earths and Mineral Sands. Do you prefer Iluka to LYC and STA or in addition to these holdings. Regards Debbie
Hi Debbie,
I’m sorry you are 100% correct we do own LYC & STA in our Emerging Companies Portfolio, we were very much focused on the Flagship Growth Portfolio at the time.
To clarify we like ILU around $8 in addition to our above mentioned existing holdings in STA & LYC, although STA is very small and the highest risk of them all.
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