XEC 0.31% 2,115.2 s&p/asx emerging companies index

A new year and the sell off deepens for the microc(r)aps. A few...

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    A new year and the sell off deepens for the microc(r)aps. A few negative EV stocks around if you care to look. A few dangling an acquisition carrot in the first quarter. Some with excellent registers and dwindling cash reserves so is the time to pull the trigger this year?

    I've picked up a few new additions....
    AVM - had a small amount from higher but picked up a fair few at 0.9c
    VTX - interesting register similar to KFM. Got a nice amount around 12c avg if it goes. Is gold turning?
    CR1 - started picking up a few so hopefully I have more time
    RON - coming back to settle in at 15-16c?
    SUM - usually the speculation is in the upcoming drill, not the results itself. I've let a few go but holding a couple
    Still got IPB, AO1 and FGL although I don't hold much hope for FGL anymore.

    A few others I'm still buying but I think there's still time. It feels like risk off for the time being.
 
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