Ann: Off market share trade, page-126

The majority of my mid and small-caps have been sold down across the board in Oz in June. Not seeing it in my US equivalent companies in comparable sectors. EOFY selling for capital loss events in my opinion. Its painful but I am building positions in stocks I am hurting in and reopening stocks like ALK that I've previously held but taken profits.

I will absolutely bow my head to some of the knowledge on here from ALK investors on mining, so perhaps someone can correct me on what has fundamentally changed to ALK's business or gold mining in general to warrant ALK dropping so far in June (because I think its just short-term mkt action of a load of punters who bought the stock mostly above $0.90 selling for tax purposes, that then gets amplified by a few buyers in the 80's joining the fray):



My point is, it should abate in July, all things being equal.