New Investment – Global Trans
Just bought some Global Trans (GLTR.L) – 2.5% portfolio weight (I tweeted about it the other day) this is quite a nice little Russian investment. They basically operate railway... Read More
4d Pharma PLC (DDDD) – Bad News But Strange Director Buying
Quick post on 4d pharma. I bought back in 2017 then averaged down a touch. This hasn’t gone well, my initial stake was at £2.47 and its now c£1.00. ... Read More
Polski Holding Nieruchomosci (PHN) – Polish Property 1/4 Book
Bought a small portfolio weight in PHN at 11.63 PLN, a 3.4% portfolio weight. I somewhat tempered the weight as the price was a little more than I wanted... Read More
Fondul Proprietea Long Thesis
Raised my holding in Fondul Proprietea 50%. It is now a 9% portfolio weight. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay This is a Romanian investment trust trading at... Read More
JUST Retirement Group – An Idea Whose Time Has Come?
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... Read More
Selling PVCS +13% (vs Initial Post)
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%... Read More
CMC Markets – Cheap Opportunity?
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... Read More
Shanta Gold (SHG) – Multiple Catalysts, Multiple Risks, Low Valuation
Opened a very small, c1.2% portfolio weight position in Shanta Gold. Q3 hedge fund letters, conference, scoops etc Shanta is a London-listed Tanzanian small cap production company. It has a 33m... Read More
Rasmala – Exiting,c25% Loss Last Tranche
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)... Read More
