Bought back into #VLE (canadian) at 7.23 CAD

lowkeycapital.substack.com/?r=1ep0gg&utm_…

Bought a starter position of #ALU at 345p. News flow has been good. Missed most of run up over last year but business is well run. Expect continued growth, even with backdrop of worsening UK market.

Picked up some #BOWL at 247p. Solid UK business for all seasons. Exit at 3 quid by xmas?

Bought back into #GPM at 60.5p and a top up of #GGP at 346p. No stopping this train.

Trimmed $EDU at .43 AUD for +55%. Doubled position in $NVO at 71.3 USD

Sold my #BKS at 227p for -6%. News flow is ok, but not really moving upwards.

Sold all my #PTAL for 37.5p Including dividends I am pretty much flat on the trade over 18 months of a falling oil price. Still like company but probably better chance of success with #AET and $VAL. #AXL beaten up and in need of some drilling news.

Bought some aussie $BSA at 13 cents as a special situation upon winding up and selling assets. Risk/reward looks favorable, some execution risk but large holders motivated and board have some skin in the game.

Bought back into #FTC. Great run and market spooked by recent results. Solid business. Also picked up a chunk of $TFG - bit of a crypto discount of NAV play

Bought back into $IPF at 211p and added to $AXL at 14.8p

Bought back into #SPSY at 203p