morning traders
pulled a decent trade out of QMN from open, might reload
also GDAOB although cap raise is likely soon
MSR - placement at slight premium to closing price, heavily oversubscribed to Lion Selection, Perseus and Mac Bank - looking solid so far
SRK - should have held from cash, up 50% from recent lows now
AZZ - was hoping to load up on receipt of cash from Chesapeake but has bounced a few cents from yesterday, buyback soon, should be at least 50c imo - holding a medium term parcel from 42c
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