Buy and Sell Theses

Links to my buys and sells:

Purchase #1: Thorn Group    Purchased 30.03.2017 for $1.32.

Sale #1: Sold Thorn Group    Sold 15.08.2017 for $1.20. Lost 6.7%, or 0.3% of capital.

Purchase #2: RNY Property Trust    Purchased 07.04.2017 for $0.034.

Sale #2: Sold RNY    Sold 21.07.2017 for $0.009. Lost 76% or 4% of capital.

Purchase #3: Eureka Group Holdings – purchased May 2017 for $0.334.

Purchase #4: Probiotec Limited – purchased 16.06.2017 for $0.437.

A curious set of incentives at Probiotec – Management wants to trade a cash STI for options set well above the market.

Purchase #5: Crowd Mobile Ltd – purchased 29.06.2017 for $0.15.

Purchase #6: NGE Capital Ltd – purchased 02.08.2017 for $0.49.

Purchase #7: Mayne Pharma Group Ltd  –  Purchased 30.08.2017 for $0.68.

Sold #7: Sold Mayne Pharma Group Ltd – Sold all shares for $0.68 on 28/01/2018. Broke even.

Purchase #8: Just Group Plc – purchased 25.09.2017 for 154.19 pence.

Purchase #9: Oliver’s Real Food – purchased 05.10.2017 for $0.227.

A qualitative look at Oliver’s – long piece including a detailed look at Oliver’s restaurant locations.

Purchase #10: Undisclosed – now disclosed:

Purchase #10: Tower Limited – purchased in 3 transactions late in 2017 for $0.55.

Lengthy screed on Tower Limited – long piece with info that informed my purchase.

Note that performance figures and prices here are rounded off and are approximate. Performance figures in % include all dividends etc, this is why performance may be different than what appears from the share price. All buy and sell prices are after brokerage. More in depth info on portfolio performance can be found here.

See the portfolio