MIN BEING SOLD FROM NINJA ASX300 ALSO HOPE YOU SOLD FMG FROM DIVIDEND TANK

Rudy & Rooster · Rooster Global Portfolio Mastery Club · August 03, 2026 at 04:18  | Read on Substack ↗
Summary
Mineral Resources (MIN) is being sold out of the author's ASX300 portfolio, and Fortescue (FMG) should be avoided or already sold because its dividend has deteriorated. This is a defensive warning on select Australian resource names with weakening shareholder returns.
  • •MIN is being sold from the NINJA ASX300 portfolio, a direct de-risking move.
  • •FMG is flagged as a sell/avoid because its dividend is 'in the tank'.
  • •The phrase 'hope you sold' implies the author had previously advised exiting FMG before the dividend weakness.
  • •The article contains no fresh long or short entries, only exits and avoidance.
Length 159 chars
Category finance
Ideas
Rudy & Rooster Substack author, Rooster Global Portfolio Mastery Club
The author expects readers to have sold Fortescue because its dividend has deteriorated ('dividend tank'), making the stock unattractive.
FMG MED
Rudy & Rooster Substack author, Rooster Global Portfolio Mastery Club
The author is selling MIN out of the NINJA ASX300 portfolio, signaling an exit/avoid stance on Mineral Resources rather than a fresh short.
MIN MED
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This newsletter, published August 03, 2026, features Rudy & Rooster discussing FMG, MIN. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Rudy & Rooster  · Tickers: FMG, MIN