STTrading weekend thread 3rd and 4th of August 2024, page-13

  1. 1,869 Posts.
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    Bit of an iffy week, have not held U stocks for a while but did get caught long a U ETF on friday, least had good sense to stop out, took a bit of emotional paint off the garage that one.

    All about shortening up trade cycles for little while, looking at stocks like MP1 leading up to 4D's which should very much be an affirmation of model. 22/8 I think so could be 5 or 10% there with a position week or so before, few others on radar.

    BH, hound & I spent a bit of time in Sydney during the week, caught up with the investment group, the groups token geologist in attendance, talking potential tier one copper stocks, he suggested OZ really not the place to look, strip out Olympic Dam, Ernest Henry and few others not much around, Americas do Cu well especially south but if looking for a speccy sitting on a potential tier one resource in a nation of stable (if not entirely rational) government backed by a judicial system that is fairly robust NWC the go, WL only at this stage, many a CR and ? marks ahead before investment grade.

    Still long Au and few others, actually brought some BLG during week.

    Always held the belief through observation that animals are indeed sentient beings, what better way to display than a sense of humour. even the hound saw the humour in this although the little bloke being a trading hound does see himself as seperate and further up the evolutionary scale than your normal dog.

    Low current electric fence, not sure if the humans knew it, the dogs certainty didn't but apparently the donkeys did.

 
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