Sold VKA at a loss.... topped up on G88, It's about to go on a monster run, first offload target $2 to reduce some risk, maybe free carry but not sure if I'd want to let go of half of my holding (I hold a lot more on the main portfolio).
Once this $1 barrier is knocked down and stays down it's going to run hard I think, close above $1.50 not out of the question - glad I topped up sub $1
