Please do not read these comments as advice for making decisions on the below stocks.
My financial goals and circumstances may be totally different to yours and my decisions could be totally irrelevant. And readers cannot be sure I have a clue what is going on anyway, or what my track record is!
Before I begin on some notes I made on some of my holdings (warning – this is a long post of individual stock comments), I thought I would just point out a link to an article about the latest offering from Magellan. Continue reading “REPORTING SEASON WRAP UP, BUT FIRST SOME FURTHER THOUGHTS ON INTERNATIONAL LICs.”
UOS – The share price suddenly looks interesting after I have slowly accumulated this on a number of different occasions from a bit over a year ago now. I estimate on average buying mostly at 48-49 and have received decent dividends yet until recently (traded 60 cents late yesterday) it has been a reasonably boring ride. Having said that I have been pleased reading about the operational performance of the company in that time. Continue reading “BRIEF UPDATES ON UOS, AGS & NAM.”
AGS – Pleased to see the capital return be announced that I was forecasting. I wrote about AGS not long ago here.
As I write I am a little surprised the stock is not higher, they opened at 4.7 cents but it seems a seller is happy to exit. I suppose it gives a chance for someone who hasn’t looked at it to get some perhaps at 4.4 cents, or potentially top up existing holdings. Continue reading “COMMENTS ON AGS,AIQ, MEL & NCC.”
AGS – I have made it known on the blog that I have a healthy respect for the investment ideas of Gabriel Radzyminski at Sandon Capital, who is also involved at MVT which I own. Continue reading “AGS & AIK”