Short Term Trading - Week Starting: 14th June, page-185

Sector, I like MP1 as a mgmt execution play. Doesn't come too much better than Bevan Slattery. Cash ok. Relying on significant contracts and revenue kicking-in over the next 12 months.

I also like XTD. A sector with nice tailwinds, good cash flow from the existing biz and plenty yet to unfold over the next 12 months. You will like this one.

BGD. Again, a mgmt execution play in a sector with tailwinds and ripe for consolidation. Oops. This is a micro. Ignore.

Mid/********* that could potentially see tax loss selling and get pushed below intrinsics and imo a good weekend topic to explore and generate a list from:

TCH
GBT
MP1
PSZ
SRF ~
WLD
MRM
BOL
MND
SMX
IFM
IFL
BLX