Even more unconvinced on the macro's atm, dow could be going...

Even more unconvinced on the macro's atm, dow could be going anywhere, liquidity still in market so steady as she goes.(for now)

Might be seeing what I want to see but seems like some defined uptrends are floating around with the smalls.

CLV fragile but keeps bouncing from 1.30 (yeah I know I tend to bang on about this stock but something about its position in market that appeals)

ANO local resistance 1.20 now 1.30, like the model good IP, has begun a 12 mths run of expansion and hopefully stellar metric upgrades, all about investment grade improving and resultant increased investment flows from instos.

IMA Gees been in this one for awhile, wouldn't want to be holding your breath, model realisation pending, see increasing investment grade re ANO.

Bloody MYX, been good to me over last year or so, bit of yin yang going on, sold @ 80 last week, soon as market realised new pronounced uptrend materialised now 86 bugger.

SLC still holding but couple of pips away from stop, rules are rules.

2 micros that I have brought back onto my primary WL, AHF & OGA.

Would not consider taking a position yet as models are too immature but ........

OGA in particular, food production for Asia, premium production model > premium product.
My initial concern with model was scale, I could not see intial IPO forecasts confirming model.
This as been solved and have been informed WA gov REALLY wants this to work.

JAT (still holding), AHF an immature JAT but has got very good scale metrics and vertical intregration IF they can deliver.

Got some LYC @ 1.56 ish today, not sure if good or bad thing.

AJQ?

Off for a twilight bush walk with BH and trading hound.