SELL Geo Energy Resources
Coal prices are still higher than historical values, but it’s decreasing quickly recently. We’re just at the beginning of the winter in Europe, but currently, the reserves there are 100% full, so prices can go…
Coal prices are still higher than historical values, but it’s decreasing quickly recently. We’re just at the beginning of the winter in Europe, but currently, the reserves there are 100% full, so prices can go…
After the sharp declines in the market, today is more of a time to buy than to sell, but it is also a good time to check your current holdings. Remember that a price decline…
Powerband Solutions (PBX.V) posted another weak report, as expected. Sales in Q2 were the same as last year and the net loss continued (net profit was very negative due to write-offs of intangible assets, not…
Tonight I sold the entire position in Orient Overseas (0316.HK) at an average price of 251 HKD. Why did I decide to sell? Just a month ago I wrote that “Orient Overseas 0316.HK or OROVY)…
I bought shares of the South African coal company Thungela Resources (TGA.L) at an average price of 1,296 GBp at 5% of the portfolio value. The stock is traded on the Johannesburg Stock Exchange under…
According to the Russian administration’s decision in April, all shares of Russian companies traded on stock exchanges outside the US must be delisted. The deadline for that seems to be August 3rd, thus if you…
The markets continue to decline. The S&P500 is already minus 17% from its peak and the Nasdaq is 27% below the peak. In my opinion, Nasdaq shares are expected to continue to fall sharply in…
Auto manufacture Stellantis (STLA) is one of the cheapest stocks I know in the market today, and this is why I increased the position in the stock by 1% of the portfolio value at a…
Today I bought the Brazilian potash manufacturer Verde Agritech (NPK.TO on the Toronto Stock Exchange) at an average price of 9.35 CAD with 5% of the portfolio value. The stock also trades on the US…
The war in Ukraine continues, but all signs hint that we are close to its ending. This means that this is probably the last opportunity to take advantage of the strong declines in stocks related…