Member Info for 2phevs

Https://www.linkedin.com/posts/myprotein_retail-b2b-romania-activity-7123217200710062081-8SjL?utm_source=share&utm_medium=member_android

Another 10120 @ 62.27 Deja vu again

If anybody's got dry powder I hope you realise you can buy nearly 20% cheaper than Tightbackside Gallemore did £500k recently and 25% cheaper than Sue Farr in fact the price now is the same as the good Lords average on 2 mill shares

I know AS1 and THG are in a much better position this year anyway just took another 8032 at 62.81

It is another critical piece in the jigsaw to go alongside the support we are receiving from regulatory and policy initiatives in all of our core markets.

Money could well be flooding in from all the grants they didn't need to say this in the RNS interesting could explain the significant in volume

Took another 394k this morning bit of a battle going on here made the money for this punt with £10k profits from TGR past few days

Seems this Alastair Bath at TGR is all over this situation

https://www.linkedin.com/posts/ecga-carbon-graphite_supplychainsustainability-europeanpartnership-ugcPost-7122881992546824193-xevb?utm_source=share&utm_medium=member_android

I posted last week that she liked the L'Oréal linkedin announcement

Looks like they could be ramping up with Ingenuity

https://www.linkedin.com/posts/thg-ingenuity_ingenuity-ecommerce-kraftheinz-activity-7122893844567764993-ck6g?utm_source=share&utm_medium=member_android

The heavier I go the more I post reaffirming my reasons for going in heavy I think Cong possibly others do the same

Cong I was 100 grand down at 32p after going all in at 69p average over 6 months so was pretty happy when I ended up 30k up..

Hope you understand I wanted to derisk then

Here you go Genghis it's quite easy to type your queries into Google and get the answers

On October 20 and in response to the widened U.S. controls, China announced a new set of export restrictions on certain graphite products. As of December 1, Chinese exporters will be required to apply for permits to ship two types of the material, including “high-purity, high-hardness and high-intensity synthetic graphite material and natural flake graphite and its products.”

https://www.csis.org/analysis/chinas-new-graphite-restrictions

Looks like the Dyson is out again this morning and GL Myrtle

Market likes the appointment WON A TOP ESG AWARD THIS YEAR

https://www.linkedin.com/posts/activity-7115661134736547840-wHyY?utm_source=share&utm_medium=member_android

I hope so Steve otherwise I'll be selling some other positions to overweight here

IMO great appointment that will reassure it's on transparent financial management

Got an award for CFO of the year in 2018

https://www.acquisition-international.com/winners/2018-erden-capital-partners-llp-murat-erden/

Top of the trend line excusing the 2 pops above £1 is around the 90p mark for me but you never know how attractive this company or division is to somebody and just pop 100% one day but if I miss it so be it

I follow around 20 companies currently with holdings in 10 of them

over the past few years after becoming more hands on due to having lots of free time I've had 3 opportunities to sell all positions to go all in on a position and plenty of times to go overweight in a company due to news, distressed selling, over reaction to news etc etc but I continue to be interested in these 20 companies until they get taken over aggreko prism bancora did well on these or in some cases delisted administration etc etc lost on these IOG deepmatter W resources..

But I remain positive on all the companies I follow unless something seriously goes wrong like IOG and deepmatter where I at least got out with some capital before it was to late W Resources was learning example to get out before its to late

This is what I do Steveinhull hope you don't mind

I'm not a LTH in anything bridge over muddy water...

LTH'S is a persuasive holding technique by repetitive negative holders clinging on to losses blaming never ending reasons for why their investment decision went wrong time to sell up most of it or turn positive on all of it

Been back in here since the results call because it was the best one I've listened to for the past 2 years and loaded up with an initial 80,000 shares...

This board has become the most repetitive moaning posts I've seen on any board and I've been in and out of many companies.. why is the majority of so called LTH's that have apparently averaged down not traded their averaging down pot for profit and diversified into the SO MANY OTHER UNDERVALUED OPPORTUNITIES that can be traded for a profit...

If you're not happy here just sell half and get in somewhere else might just give you a lift... and lift those negative spirits...

Einstein stated

Stay away from negative people they have a problem for every solution...

Seems very relevant on this board..

Sell up a bit or shut up and quit

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