I really enjoy your articles and the way you "show your workings" a la DGI9.
The price action prior to the Investigation RNS was bit of a "watch it flag". I think you are right in that the sale will go through and the market has just "knee jerked" and panicking early.
It's been a difficult start to the year for large parts of the market imo and surprisingly for commods / energy given the geopolitical turmoil. So the performance of commod related stocks above could count for double- well done
Some picks badly affected by bad luck - especially DEC. They got ambushed the minute they listed in the US - and I wonder if Pelosi et al loaded up on shorts.
Can you share worries about the DIG9 management please? The lack
they may just reactively fire sale the assets. Few expect more than 30p a share now on the boards.
Really appreciate The OB20 updates, finding them so instructive and interesting, particularly covering areas/stocks that I wouldn't ordinarily monitor/invest in. Makes me examine better my whole portfolio. One suggestion - I'dike it to be say first of the month, so its a fixed period between updates, and sonething to look out for.
I really enjoy your articles and the way you "show your workings" a la DGI9.
The price action prior to the Investigation RNS was bit of a "watch it flag". I think you are right in that the sale will go through and the market has just "knee jerked" and panicking early.
Any views re GROW. Increased insider buying, BlackRock etc... ?
It's been a difficult start to the year for large parts of the market imo and surprisingly for commods / energy given the geopolitical turmoil. So the performance of commod related stocks above could count for double- well done
Some picks badly affected by bad luck - especially DEC. They got ambushed the minute they listed in the US - and I wonder if Pelosi et al loaded up on shorts.
Can you share worries about the DIG9 management please? The lack
they may just reactively fire sale the assets. Few expect more than 30p a share now on the boards.
Really appreciate The OB20 updates, finding them so instructive and interesting, particularly covering areas/stocks that I wouldn't ordinarily monitor/invest in. Makes me examine better my whole portfolio. One suggestion - I'dike it to be say first of the month, so its a fixed period between updates, and sonething to look out for.