At the end of the spring bargain sales, we’re only targetting the most select, juicy looking prospects.
Thus we bought some TAM today before they went up, yet failed to score more NAV or NAVO, THXO, APG or any of our new targets - MEE, LRL, HIG or TNG. Perhaps tomorrow after the NY cartel annihilates gold for the 7th day, the sellers may come to us. Or perhaps commodities are recovering first, before the POG.
Of our existing spec portfolio, APG did well, rising from 3 - 3.5 … NAV powered upward to 34c whilst the shining star THX soared again to 43c before dropping back to 42.5
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