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Rothbard

619 Posts.

47

04/03/19

11:24

Post #: 37641846
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Originally posted by stayer: ↑

Rothbard
If I was a glass half empty person I wouldn’t torture myself at the small end of the market! This is one of my bigger holdings, and I have a terrific unrealised profit, but this small market sector is risky! And the considered comments of you and Mal about SRH are similar to my first comment after the report, which was off the cuff so to speak.

With respect to my mood at present I do have a good few things going right, but RLE issue was a short term blow, and LCM nearly going broke is another; but the latter I don’t have much funds in. I do have about 90 odd companies which takes a bit of following. I would have liked to get into your zinc cream stock by the look, but have done very well out of Bkl in that field I guess, though should have sold at much higher levels. Box I bought and sold before I did much damage, but even it was a buy eventually!

My portfolio in Super fund has recovered to levels before sell off late last year which I am happy with...outside of Super I am a bit dependent on SRH, ASH, TER, LBL, DGR to keep going ahead, even though good profits in all them; as SHJ, PFG, EAR letting me down a bit amongst bigger holdings.

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lol, fair enough! Not that there's anything wrong with glass half empty types - not least on hot copper, where they provide some welcome balance to all the wildly optimistic hype.

SRH Price at posting: 34.0¢ Sentiment: Buy Disclosure: Held
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Upcoming half year results, page-27

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