RE: ??24 May 2019 16:20
Thanks for your thoughts Bern.
The fundamentals have been sound for a very long time now, due praise to the board for balancing growth with stability during uncertain times for the sector. Nor could I attribute the recent movement to coverage and recommendations, there have been many others over the years I've been watching. What we've seen of late has been outside of my experience on this particular share, having been achieved with practically zero hoo haa. Hence the "what's going on" question. Not seeking to start any rumours, just wondered if anyone else had spotted something I hadn't.
Thanks for the portfolio advice. I came in to this one by peeling off substantial profits from bank shares purchased in the depths. Given their performance since it proved to be reasonable timing, though by no means perfect. My issue would certainly be the "where to reinvest" problem, I have a friend who invests only main market, he is crying, small caps are more than enough in my bunch, oilies and miners are a car crash, retail a no no. I don't find the time to study a lot these days. I've nearly completed another property investment, but am wary of doing any more in that region. Looks like it'll have to be wine, women and song then :-)