SUMMARY Talking RIO on CNBC this morning. Ausbiz Investment Committee apologies. IVC dragging on. Phil…
SUMMARY PLS remains the key lithium play. Simples. As promised a look at SLM. Not…
SUMMARY Shaken to the Core Love hurts but opportunities will present. CHN takeover talk gets…
SMALL CAP PORTFOLIO 3.15PM Updates Lithium stocks very much on the nose. CXO quarterly sub-optimal.…
Now holding just 25 stocks. I feel positively naked. So many ideas. One that I am going to look at next week is Solis Minerals.
SUMMARY Sold own LRS a little. Samba anyone? Sold GMD and GEAR completely. Ausbiz The…
2.30pm Update LRS – I have taken the weighting in the Portfolio down from 6.6%…
SUMMARY A look at CSL after the shock has subsided. Time to buy? We always…
SMALL CAP PORTFOLIO 2.45pm Update Some slippage still in the speculative lithium sector with PMT…
SMALL CAP PORTFOLIO UPDATES Suspect it is going to be a quiet day today. Plenty…