Member Info for lemmink

Bought 5k @ 71p ish ... holding 200k

Sold 2k @ �6.69 ... holding 5k

Sold 3k @ �6.48 ... holding 7k ... just think the markets quite tight generally at the moment... would be nice to see a bit more of a rise though

Sector seems to be rallying

Bought 10k @ 71.9p ... holding 195k ... hello Jolly

5k @ 71.7p... holding 185k ... v quiet here

quite puzzling, maybe it was just over valued ... my own method of valuing fxpo is a bit rubbish ... (sustainable eps of 30p-40p multiplied by a PE ratio of 6 to 10 ...ie �1.50 to �4.00 ... worries about reclaimability of swiss dividend withholding tax (anyone managed to reclaim it?), proximity to Russia with deteriorating Anglo-Russian relations, relevance of Trumps tariffs, issues of Chinese property market and demand for iron, although I think fxpo need not necessarily be impacted by these issues?

Blue! ... scary looking chart IMO ... will it stop hurting soon?

Reduced again ... definitely going off mining stocks!

Sold half at �2.32 ... was too greedy (over exposed) ... might manage to wean my self off the metals after this mess ... head says it's cheap... emotions say aarrrgghh!

Should be stable for the next few days at least! ... Happy Easter!

Hope so ... my timing was petty appalling too ... gl ... Rio bounced a bit today ... hoping Fxpo will follow ... lol fwiw I thought the results were good enough to get a mark up to �3.50 ... ho hum ... trade war potential impacts ???

Over �8.80 ... just checked

I have a bit of a knack for capitulating at the bottom ... time will tell ... thanks

Sold at �8.62 ish ... wanted more cash in dealing account so killing this position, not convinced it's a smart move ... got caught out a tad by this trade war stuff ... not convinced it's a big macro economic bomb, if it impacts on Chinese demand for raw materials then maybe?? ... how long would it take to play out? ... gla

Trade war fears affecting everything ... lol is this his fault?? !!

Bought 10k @ 70p ... holding 180k ... why is it dropping?

Eps 46p ish off average iron index price of a little over 70 USD

Bought 10k @ 74.9p ... holding 170k ... had some bad weather, does it matter?

Not sure, I think theyre worth about a tenner plus or minus a quid or two. I guess it depends what the markets willing to pay? ... seems quite strong at present?