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Portfolio update
Part 1 - COMMODITIES
#THS remains in portfolio as my biggest holding. I believe the company should do well within the next 2 years, its highly cash generative & once the current chip shortage is over, margins should slowly keep going up in line with PGM's /1
Part 1 - COMMODITIES
#THS remains in portfolio as my biggest holding. I believe the company should do well within the next 2 years, its highly cash generative & once the current chip shortage is over, margins should slowly keep going up in line with PGM's /1
(not that they are bad atm)All gains from this investment have been recently wiped out, but its a conviction play and I would be extremely surprised if sp stays at current level for longer. A quick twitter search should highlight opportunities/financial aspects of the business /2
2020 weekly close thread for PFAS.
Down 0.17% over the first two trading sessions. 11 up, 9 down, 5 unch...
No movements greater than 5%
Divis #ULS #RECI
Exit: #RRE (too crowded, no edge)
Slice: #AAZ (to 20% weight)
Now 8% cash which I plan to deploy next week
Good w/e all
Down 0.17% over the first two trading sessions. 11 up, 9 down, 5 unch...
No movements greater than 5%
Divis #ULS #RECI
Exit: #RRE (too crowded, no edge)
Slice: #AAZ (to 20% weight)
Now 8% cash which I plan to deploy next week
Good w/e all
