Probably the biggest deal ever...1 Aug 2020 15:37
... and no punters are interested. Because the Market is always right? This week I sold 26% of my holding in LOGP and banked a 48% profit leaving the rest of my holding open to a takeover offer which may never materialise. So that's one jackpot gone! Which is OK - LOGP's a solid long-term investment. No sign of a ZIOC takeover offer either but that's what we badly need. I like the gossip about an Arab takeover - surely ZIOC is a much better investment than IAG? But they're probably too stupid to see. Another solid long-term investment is ITV in which I increased my holding 89% this week. Another takeover candidate with US companies having $billions to burn. I hate to brag but, briefly on Wednesday, my PF was # 1 Top Riser on Telegraph Fantasy Fund Manager - largely thanks to AML rocketing 10% and it didn't last!