Its Over, page-3400

Long positions in B&B has now squared back to 0% leaving gains residing in Shorts, in Long-Short B&B.

G&B declined in correlation with a higher Dow and lower gold.

	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6	Column 7
0	BEAR & BARGAIN	B&B
1				18/4/20		29/4/20
2	SHORTS		Mkt Cap(m)	Entry Price	Weightage	Curr Price	YTD return
3
4	BBOZ			$   11.40	47%	$ 11.81	3.6%
5
6
7	LONG
8			Mkt Cap(m)
9	CODAN	CDA	$ 1,096	$ 6.09	6.7%	$    6.30	3.4%
10	M7T	M7T	$ 111	$ 0.58	6.7%	$ 0.600	3.4%
11	MASTERMYNE	MYE	$   71	$ 0.69	6.7%	$ 0.775	12.3%
12	CLOVER	CLV	$ 342	$ 2.06	6.7%	$ 2.070	0.5%
13	SYDNEY AIRPORT	SYD	$   14,192	$ 6.28	6.7%	$ 5.850	-6.8%
14	CHALICE GOLD MINE	CHN	$ 337	$ 1.23	6.7%	$ 1.120	-8.9%
15	SWIFT MEDIA	SW1	$ 4.4	$   0.022	6.7%	$ 0.023	4.5%
16	PENTAL	PTL	$    53.8	$   0.425	6.7%	$ 0.390	-8.2%
17
18					100%	Composite	1.7%
19						Return ex Short	0.0%
20					XJO since 18/4	5393.40	-1.7%
21					Relative to XJO	Outperform by	3.5%
22
23	GOLD & BEAR	G&B
24				23/4/20		29/4/20
25	SHORTS		Mkt Cap(m)	Entry Price	Weightage	Curr Price	YTD return
26
27	BBUS			$ 3.62	36%	$    3.29	-9.1%
28
29
30	LONG
31			Mkt Cap(m)
32	NORTHERN STAR	NST	$ 9,413	$   13.34	7.1%	$ 12.99	-2.6%
33	CATALYST METAL	CYL	$ 190	$ 2.39	7.1%	$ 2.830	18.4%
34	BLACK CAT SYNDICATE	BC8	$   31	$   0.385	7.1%	$ 0.400	3.9%
35	PMGOLD	PMGOLD	$ 342	$   27.12	14.3%	$    26.210	-3.4%
36	GOLD ETF	GOLD	$   14,192	$ 254.49	14.3%	$ 245.310	-3.6%
37	CHALICE GOLD MINE	CHN	$ 337	$ 1.05	7.1%	$ 1.120	6.7%
38	BELLEVUE GOLD	BGL	$ 375	$   0.550	7.1%	$ 0.585	6.4%
39
40					100%	Composite	-1.9%
41						Gold Return	2.1%
42					XJO since 23/4	5393.40	3.4%
43					Relative to XJO	Underperform by	-5.1%