Short Term Trading Weekend Lounge: 16 - 18 July, page-54

Jesus, just heard Gladys has ‘paused’ construction in the emerald city for 2 weeks, delta must be bad. To deny Sydneysiders their god given right to vandalise open space in their effort to worship at the shrine of the new monkey box bit like suggesting there is no god at all.

Good week for the team with bit of movement in our 4c plays at small end: SES, GWR and honourable mention to FSG, looks like a very positive voluntary suspension but in saying that the market does tend to be a brutal arbitrator of expectation so lets just see want happens. BCC the only crabber at this stage but still time afoot.

5GN a surprise Friday, Eck and I just read the merger anns, didn’t really understand it but seems like a positive so will hold a bit longer. All about SOI of new entity and projected MC so looks ok on 1st glance.

IO juniors on fire, only have the one (GWR) and a real hesitation of jumping on mature trends so that will have to do, my super will have some FMG no doubt.

Looking at STG on weakness pending good 4c, SLC forming a triple ‘bot bot’ < 90, BVS defining local support (320?) for entry and MVP on over reaction to new management cleaning the slate by airing all the bad laundry and setting up a good base which they own, watching closely for support definition.

Was tracking VTI’s 4c but didn’t excite, the perennial ‘Sunday too far away’ stock.

Only real hiccup was RVR, average production qtrly, will wait for the actual numbers then get out.

Noticed Dazed post above, shame frank in hibo as the little bloke would have been amused at the use of the terms ‘humans’ & ‘evolved intelligence’ in the same paragraph even if only in the form of suggestion.

Here’s one for the Sydney siders, noticed a bit of a social media ‘pile on’ by other states suggesting the gold standard not so ‘golden’, the QLD’ers in particular going in hard coming off the back of a state of origin series drubbing, god luv em.