yes it looked strong yesterday. Certainly no leaks of any less than favourable results... I did notice at least one stock had a massive dump late in the day and I expect their qtrly to be poor tomorrow, it’s a shame the market is not always fair and efficient.
I have no sector specific experience here so ensure to conduct your own research. I just have a preference for a very small number of larger holdings (relative to my portfolio size) and conduct extensive sector and stock research through a filtering process looking for multibag inflection points. I’ve done this for 15 years now and got a lot better at it although they don’t all win, My other largest holding currently which meets my own criteria is BCC.
I have been tracking IME for 18 months + but really increased my holding the last 3 months off the back of the trail of director buys but most notably the clear month to month acceleration of Aquila sales.
today will be interesting!
IME Price at posting:
$1.81 Sentiment: Buy Disclosure: Held
