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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
(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
I have missed most of the massive gas rally, only having exposure through #RDSB #BP in family portfolio, but missing my entry in SQZ which I have been watching for a long time. Although the gas rally exceeded all expectations, I can only blame myself for not paying closer /3
Read 28 tweets
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
PFAS down 0.44% weekly (-0.61% YTD). 12 up, 12 down, 2 unch
⭐️ #BVXP #SPSY
🐶 #ULS

New #CAML #IITU
Adds #HICL #TRIG #HFEL #HHI #RECI #PSN #IGG #GSK #KETL #VNET
Divis #GAW #GSK

Have a great w/e folks 🍻🥂⚽️
PFAS up 1.1% weekly (+0.48% YTD). 18 up, 7 down, 2 unch
⭐️ #BVXP #GAW #HICL #IPX #PAY #PSN
🐶 #SPSY #VNET

News #AAZ#CLIG#GAW#PSN

Sold a slither of #GAW & #SPSY to fund an experimental position in #EMQQ

Have a great w/e folks 🍻🥂⚽️
Read 57 tweets

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