SRX 0.00% 15.5¢ sierra rutile holdings limited

firstly cafa, well done on some great informative posting while...

  1. 322 Posts.
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    firstly cafa, well done on some great informative posting while everyone had gone quiet.

    Feel a bit like you TP, did sell some at 12 and 11, but felt i had to take some off the table.

    still well overweight compared to the rest of my holdings.

    6% growth last quarter scared me a bit as i know coming off of some great numbers, but felt if we had flat or slightly negative again this quarter we would be closer to 9-10 for awhile we waited for the 'step change'.

    especially when you consider HHL capping the price a little due to their requirement to sell down their holding if it does breach their investment limit.

    i have been glad to see it gaining great momentum lately, gives a bit of a cushion of the numbers are disappointing.

    AUD falling must be a big part of this i would have thought.

    srx, xro, neu, ahz, nxt, lbt, cda, mwr, nhf, amp
 
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