Review of recent trades

December 21st, 2012 | Posted by shauniekent in My positions

I’ve been busy starting a new job recently so not had time to blog often but I wanted to do a little round up of recent trades as I’ve been quite successful J

I bought more PVCS as outlined previously. These have seen a decent little rise but im holding tight as I expect more to come.

NTOG bought on a twitter tip has risen 6% and I’m still waiting on the news due soon about two other wells which if positive could spark a big gain.

CAPD has been the star performer and my best ever return. Up 60% (!!!) since buying on Centamins Egyptian problems where it dropped an inexplicable 40%. Centamin has things running again in Egypt and predictably CAPD has recovered well. It is still undervalued by many measures so im continuing to hold. Credit goes to WShak the motley fool boards heavy weight who drew my attention to this one.

My other held shares in GKP have continued to drift downwards, I hope to buy more soon because the court case looks weak and ceteris parabus these will jump on the court case result.

Carpetright continues to defy all known market efficiency theories. Its worth a fraction of its current value. This is undeniable. Recent poor results haven’t knocked it though so im still holding on for the day they fall through the floor…  I might be old and grey first.

Frontier Mining FML – is trickling down unendingly. Poor sentiment about this company and lack of news + mine shut down for the winter have left this drifting. I do believe when production restarts q2 next year these will be higher. Im also thinking of adding more at these prices but I think it will drift lower yet.

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