SUMMARY ASK and you shall receive. Updates on a few lithium disappointments. Housekeeping and Ausbiz at Noon. Ask the Analyst Friday SMALL CAP PORTFOLIO 2.45pm Update It has been a busy morning. Haven’t stopped since 7am with U3A and The Call. Even managed a Members podcast! Didn’t want to disappoint. Good to see the IVC…
SUMMARY Last updated 10.40am – DEG and LSF news – Short Sellers. Members helping members. Harry Kane slots home or is it Caitlin? Ausbiz tomorrow. Latin Resources CEO On the Couch today. SMALL CAP PORTFOLIO Just finished a podcast with Chris Gale from Latin Resources (LRS). Should have it edited in the next day or…
SMALL CAP PORTFOLIO 3.00pm Update Harry Kane slots home a winner in EHE. Bit soggy and low volumes. DEG – Not sure why but happy to take it. LRS – couldn’t hold the 40c plus level. Speculative Stock of the Day: Lithium Australia (LIT) +76% – well and truly lit up on the news…
Sold both ETFs this week. Cautious. Nothing in the IDEAS PORTFOLIO or ONE STOCK PORTFOLIOs. Sold the CXL holding down from just over 3%.
Latest Update 11.07am. Summary of AFR article on MIN and Albemarle. 2.30pm Updates AZS having a stunning day. See below for a nano cap on the same area as the Andover project picking up some steam today. LRS may hold above 40c today. WR1 and WA1 doing well. Been told to him a closer look…
SMALL CAP PORTFOLIO Last updated 15.00hrs 3.00pm Updates Not quite such a nasty day again. The Index trying to hold the 7300 line. US futures modestly higher. ***CXL going well. I will sell 1% (30% of the holding) at 452c into this rally. Will take the weighing down to 2%. Feed the turkeys whilst they…
SUMMARY Copper stocks back in focus on AIS and 29M. LRS keeps on going. Still not sure why! Lords of Dogtown disappoint. That theory blown. Ausbiz Investment Committee episode drops. Ask the Analyst Friday 11th. 3.00pm Updates Nasty day again. The Fitch ratings downgrade has really soured sentiment. Banks are on the nose. The big…
SUMMARY As promised a look at four second-tier copper stocks. LRS remains firm in the face of the lithium sell-off. Takeover potential maybe? A11 Research from Macquarie. 2.45PM Updates RBA leaves rates unchanged. LRS trying to push through 40c. PMT doing well. Happy to have stuck with my view from the reserve upgrade. Lucky with…
SMALL CAP PORTFOLIO 2.45PM Updates A very disappointing performance today. Apathy seems to be the name of the game. After a strong start, the ASX gave it all up and then some. Fears of China slowdown, lack of serious stimulus, RBA tomorrow, and disappointing quarterlies too not helping. My buy of GEAR does not quite…
