When I last wrote about OGC recently I referred to them increasing production and diversifying their production profile away from the Philippines as a positive. The market reaction this week has shown why that could have been the case. Continue reading “Sale of OGC”
KBC – It hurt a little selling the remainder half parcel at the 14 cent level of KBC at such a large discount to NTA but a lot has happened this year with this stock. Continue reading “KBC (sale), AIK, OGC.”
Period 2nd half January 2016, written Jan 27th.
I deployed a little bit of physical cash in the period but it didn’t meaningfully change the asset allocations. Agricultural stocks got swept down in the January weakness so I got filled there and in an overseas property play. Continue reading “Stabilzation, for now..”