Defiance Research

Defiance Research

Weekly Digest - 30 September 2025

UK equities - two platinum names

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Defiance Research
Sep 30, 2025
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Macro News

We are at the end of the month, and the end of a quarter. September was expected to be weak, due to seasonal effects. That hasn’t been the case however and it’s possible fund managers caught offside now have to chase the market into year end to catch up on performance.

I’m still running risk-on.

Stock Update

Power Metallic Mines released their as…

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