Bought into Just retirement group at about 92p a week or so ago. Again, a small position due to volatility, this is 2.5% of my portfolio. I delayed posting this as I wanted to avoid moving the price up and wanted to try and pick some more up at [...]
I am selling out of PVCS which I entered at 21.68 at 24.5. I already exited half at a 7% loss. This half I am exiting at a 13% profit. (+3% overall – so poor) Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay I am concerned returning the cash is [...]
I have bought into this at 105 the other day, only 2.5% portfolio weight, trading small given volatility, should possibly be in for more. Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay CMC Markets is a Spreadbetting / CFD firm, basically a brokerage. In the UK this has some advantages, [...]
Opened a very small, c1.2% portfolio weight position in Shanta Gold. Q3 hedge fund letters, conference, scoops etcShanta is a London-listed Tanzanian small cap production company. It has a 33m GBP market cap and is trading at a forward PE of around 2.6 / historic of 3.2 or EV/EBITDA of [...]
Exited my position in Rasmala. Took the usual liquidity based hit. They have decided that instead of delisting in the UK and relisting in Dubai (which I was OK with) they will simply delist. They have a tender offer for 20% of their shares at $1.50 a share, presumably to [...]
