Welcome to Winter - solstice was 1711 GMT this morning, so 0911 pst ... days get longer now, we're in the expansive half of annual rhythm, exactly what this counts for in quantifiable market terms is hard to say, but it does improve my personal mood, look forward to more light and less cold, wet, mud, etc
npk.to - largest recent buys in all accts ... much in the .40s, dang, girls didn't all get their funds in while it was half that, still it should do well for them as developments unfold, old highs not on i fear, something considerably better than current cad18m market cap however, halfway to the old high gets you above 5.00 and i like the sounds of that, still be under cad200m market cap for virtually endless potash right within the area of its demand
Lots of adds and/or reloads to old faves - gqc.v probably next largest of recent adds, svb.to, ktn.v, rg.v, tuo.v, others can't recall just now ... no recent rb.v, got left behind on bid a while ago, holding good chunks all accts anyhow ... vtr.to - added bits in some accts, shaved in others, to make for even number shs of bto.to [smallest divisible numbers - every 2k gets you 300 bto] ... been fairly consistently a few per cent cheaper entry into bto, whose countries i like less than the company's performance in them to date, hmm, one of those saw-off things, could be longer term hold, might freak at political risk, we shall see
rio.to/irl.to - not really old faves but becoming so, bought most rio too early too high, resigned now, loaded quite well and heavy on the irl.to though, near what shows so far as bottom so it provides tiny sense of victory for the moment, along with Volta, geez what a year when you have to rack your brain hard to find any justification for this business at all
acn.v - largest true speckie position du jour, pure drillbit punt with decent risk/reward imho, may or may not turn into old fave at some point, not taxloss season bottom-fish now though
ngd.to - have less than peak shs now, harsh fact of life that ammo for stink bidding speckies had to come from somewhere, and society wasn't rewarding my real life efforts like last year, still have considerable slice of taxable accts in it though, plus some longer term opts/wts, and keeping ready to add when the inevitable upturn gets clearly rolling
xxx.v - most frustrating thing of season, got some quite near all-time low months ago, only acct with full position is daughter's college fund [same as with npk], tried continually to add in others but the bggrs who financed it a while ago are not sharing the largesse, or even the smallesse, so far ... will keep trying, ticker provided in due course, could quite likely become larger-size core 'old fave'
nan.v - new position, been watching since teevee mentioned it here couple years ago, played a bit before and after but wasn't in when it had the big move in august, now finding it quite attractive in low .20s, still have fingers crossed that they spike it down to fill gap from aug, .19ish or so, add if online and funds available, otherwise plan to hold and follow fairly closely, could be long-term |
