Tag: Cellnet Group Limited

CYA, NGE, REF, MVT, AIK, AGF, CEE:US, TTS, CLT, SVWPA, APW.

CYA – Still looks quite cheap at 90 cents when the ASX200 is around 5,550. Wilson put out their document and it looks like this will simply be a vehicle with a mix of the WAA and WAX strategies. Continue reading “CYA, NGE, REF, MVT, AIK, AGF, CEE:US, TTS, CLT, SVWPA, APW.”

COMMENTS ON CLT, APW, AIK, GDXJ:US, RMS

CELLNET (CLT)

I first made comment about CLT for the share idea website back in March this year.

https://shareidea.com.au/idea/20160311/clt-cellnet-group-ltd

The stock was trading at 18 cents at the time and has since paid a 1.25 cent divided. Last week it received a proportional (83%) takeover offer at 28 cents. Continue reading “COMMENTS ON CLT, APW, AIK, GDXJ:US, RMS”

Reporting season begins – Nagacorp & Cellnet

I’d like to go into further details about all the individual companies I hold like other blogs when they release their profit numbers but logistically it’s hard for me to find the time. I will endeavour to at least write a few sentences in situations especially where a holding may have surprised either positively or negatively and note if I continue to hold, sell or maybe even accumulate more. Continue reading “Reporting season begins – Nagacorp & Cellnet”

Happy 7th year birthday for the bull market.

Period 1st half March 2016, written March 11th

Asset Allocation

The stronger equity markets of late has not been the ideal scenario I was looking for. There is a reasonable chance the short trades I placed on the US indices will get stopped out. Whilst they exist at present my cash equivalents weight is marginally lower at 43%. Some small physical buy trades got filled which I will comment further on below. Continue reading “Happy 7th year birthday for the bull market.”