Saturday, 11 December 2021

Making YOU Money 11/12/2021

  Rurelec          4K

   AIQ              2K

   MYX            2K

   HPAC           2K

   PLAZ           2K

   IIP                1K


The Portfolio continues to disappoint .

One hopes for better by The Anticipated Christmas Rally .

England lose at Cricket ( Bring back Jason Roy ) . he of many runs quickly should be in the fray to  demolish what is a  lightweight Aussie attack .

Can`t be long before Plaza Returns to trading & we find out about an Investment of sorts by Haresh Kanabar & Team @ Hermes Pacific .

Les autres continue to disappear gradually. OUCH .

Outstanding performance by D . Malan  

BJ continues to suck @ disease control .

Conclusion

    In the last year  I have heard from many of you about my decision to sell QBT, and while I am thankful for your concern about my investment performance, there are a few of you who have asked me whether I was sorry that I had sold QBT, just ahead of its  run-up in the last year and a half. I would be lying if I said that I did not think about the money I could have made, by holding on, when the stock crossed a twenty million dollar market cap, but those second thoughts have been fleeting and I have no regret. Like everyone else, I would rather make money on my investments, than lose money, but I would also rather leave money on the table and have an investment philosophy, flawed though it may be, than make money, and end up without a core set of beliefs about markets. I can say with certainty that I will be back valuing QBT some time in the future, either because it has crossed a new threshold or because it is in the news. This company is far too interesting to ignore!

I shall be keeping a close eye on this share , Pathfinder Minerals & LNGA .

Which strikes me as huge long term value at today`s SP . LNGA      ( BUY ) 

Outstanding Comments .

Thankyou ALL

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