2022 final score was +6.6%
Big disappointment #CKT landgrab did not materialise and management inaccessible - sold
Also sold #IGP as sales did not materialise - still have a positive opinion of the directors and company
Too much competition in both cases
1/
Big disappointment #CKT landgrab did not materialise and management inaccessible - sold
Also sold #IGP as sales did not materialise - still have a positive opinion of the directors and company
Too much competition in both cases
1/
Most amazing day when offers materialised for
#K3C. (No 3 holding) but far too low
and
#LOAD (No 1 holding) at 401p, starting buying Feb 21 @ 98p
2/
#K3C. (No 3 holding) but far too low
and
#LOAD (No 1 holding) at 401p, starting buying Feb 21 @ 98p
2/
All my investement are on AIM index which was down approx 30% for the year so my positive result beat the index handsomely
There is lots of rubbish on AIM but there are some excellent companies if you do your research properly
3/
There is lots of rubbish on AIM but there are some excellent companies if you do your research properly
3/
I avoid biotech, oilers, miners, binary outcomes, IPOs, companies with a lot of debt and cyclical companies which has served me well in 2022.
I run a concentrated portfolio of small companies
I like to speak to management of companies I own shares in.
4/
I run a concentrated portfolio of small companies
I like to speak to management of companies I own shares in.
4/
Expected a difficult year in 2022 and saw breakeven as a very good result and so it turned out
Suspect this year may be another difficult year but who knows?
Will remain pretty fully invested once I find new homes for #LOAD money
'You gotta be in it to win it'
Good luck to all
5/
Suspect this year may be another difficult year but who knows?
Will remain pretty fully invested once I find new homes for #LOAD money
'You gotta be in it to win it'
Good luck to all
5/
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