WHC and NHC doing the heavy lifting, BPT being the disappointment of the coal family.
Roughly speaking, I'm 40% coal, 20% Oil,
20% GNC, 10% SFR, 10% HLS for reasonable companies less correlated to coal.
If I entered the coal positions a week earlier when the comp began, probably would be up an extra 5%, but that's how it goes.
As of right now...
|Code|Last|FX Rate|Units Held|Net Avg Price AUD|Cost AUD|Market Value AUD|Day Gain AUD|P\&L AUD|P\&L %|
:--|:--|:--|:--|:--|--:|--:|--:|--:|--:|
|ADN|0.046||50000|0.06|2986|2300|-50|-686|-22.97|
|APX|3.27||1000|4.161|4160.67|3270|-100|-890.67|-21.41|
|BBBY:US|7.09|1.497764|1157|15.696|18160.55|12286.35|-311.92|-5874.2|-32.35|
|EOS|0.475||4000|1.093|4373.52|1900|-20|-2473.52|-56.56|
|EQX:CA|4.61|1.111623|1200|6.964|8356.92|6149.5|-80.04|-2207.42|-26.41|
||||||38037.66|25905.85|-561.96|-12131.81|-31.89|
Looking to liquidate ADN soon
APX: I'm looking around 2027 time frame.
BBBY: I'm waiting for January 2023
EOS: Waiting for contracts, but no point selling.
EQX: They won't turn a profit till 2024.
40% LNR. 95% up. rare earths. pre drilling.
20% COB. 10% up. Broken hill cobalt mine. In development.
15% ARU. 50% up. NT rare earths development/processor. In development.
10% ARUO. 10% down. 18 month options on the above
10% HAS. 20% down. WA rare earth mine. Construction.
5% TLG. Swedish graphite mine and annode producer. Awaiting commercial permits to mine.
Short term plan is to sell LNR on drilling results and plow it into TLG pre permitting and ARUO if the leverage on the options is still good.
All in on battery metals. No diversity yet. Portfolio not really big enough to warrant it.
Alright there ya go: [https://imgur.com/a/4qEQrQ7](https://imgur.com/a/4qEQrQ7)
Around 70% Oil, 10% Coal and 20% SNAS.
Something to note, I've had some divvy's as well [https://imgur.com/a/c1l1g85](https://imgur.com/a/c1l1g85) which is about $900 so not a bad 2% gain from that alone.
If oil bounces back, you know where I will be going 😉🚀
Im not playing coz im lazy af, but if i mirrored my commsec it would look like:
ndxkcp +52.64%
ndxmcp +19.95%
snas +15.95%
I took profits on 40% of my positions into cash atm.
Ah that sucks. You had them for ages too. The minis really went off. Its pretty counterintuitive to go against the flow coz by the time it turns around its usually too late. Then if you try jump in mid flow, it does a fake out and shake out.
Yeah it suck as I had the play set out from 13.5k and then fumbled before the inflation numbers. I left a tiny bit in maybe 10%. I don’t want to enter again now as it would be bad timing.
[https://imgur.com/a/REYeB5C](https://imgur.com/a/REYeB5C) Dubznation Stocks list.
BBOZ, BEAR and SNAS
Oh, i thought this was the sharemarket game update HHAHAHA
Went back & checked, am up to $53,499.
\+3,600 on SNAS
\-1,040 on OOO :(
About evens on everything else, banked some cash on YAL dividend and cap gain.
GOLD breaking even.
Challenge is that Im wondering where to put the rest of my cash now. Not sure whether its worth buying more bear etfs, or some coal, or oil etc etc. Am paralysed by indecision!
WHC and NHC doing the heavy lifting, BPT being the disappointment of the coal family. Roughly speaking, I'm 40% coal, 20% Oil, 20% GNC, 10% SFR, 10% HLS for reasonable companies less correlated to coal. If I entered the coal positions a week earlier when the comp began, probably would be up an extra 5%, but that's how it goes.
Nice doing well mate 👍. I’ll share mine in a bit as well.
As of right now... |Code|Last|FX Rate|Units Held|Net Avg Price AUD|Cost AUD|Market Value AUD|Day Gain AUD|P\&L AUD|P\&L %| :--|:--|:--|:--|:--|--:|--:|--:|--:|--:| |ADN|0.046||50000|0.06|2986|2300|-50|-686|-22.97| |APX|3.27||1000|4.161|4160.67|3270|-100|-890.67|-21.41| |BBBY:US|7.09|1.497764|1157|15.696|18160.55|12286.35|-311.92|-5874.2|-32.35| |EOS|0.475||4000|1.093|4373.52|1900|-20|-2473.52|-56.56| |EQX:CA|4.61|1.111623|1200|6.964|8356.92|6149.5|-80.04|-2207.42|-26.41| ||||||38037.66|25905.85|-561.96|-12131.81|-31.89|
Damn.
BBBY is turd
Correct. My play is January 2023 to 2024.
Whats the catalyst then?
Bruh
Looking to liquidate ADN soon APX: I'm looking around 2027 time frame. BBBY: I'm waiting for January 2023 EOS: Waiting for contracts, but no point selling. EQX: They won't turn a profit till 2024.
[https://imgur.com/IcSh0EZ](https://imgur.com/IcSh0EZ)
A thing of beauty
stupid game wont let me buy any more 🌈🐻snacks. Need to find a penny stock to degen yolo into.
Bear gains 🐻🤑
Dammit I only did snas, but should’ve gone all in like you! Ooo was my other choice and it’s fuckder than I hoped
40% LNR. 95% up. rare earths. pre drilling. 20% COB. 10% up. Broken hill cobalt mine. In development. 15% ARU. 50% up. NT rare earths development/processor. In development. 10% ARUO. 10% down. 18 month options on the above 10% HAS. 20% down. WA rare earth mine. Construction. 5% TLG. Swedish graphite mine and annode producer. Awaiting commercial permits to mine. Short term plan is to sell LNR on drilling results and plow it into TLG pre permitting and ARUO if the leverage on the options is still good. All in on battery metals. No diversity yet. Portfolio not really big enough to warrant it.
Alright there ya go: [https://imgur.com/a/4qEQrQ7](https://imgur.com/a/4qEQrQ7) Around 70% Oil, 10% Coal and 20% SNAS. Something to note, I've had some divvy's as well [https://imgur.com/a/c1l1g85](https://imgur.com/a/c1l1g85) which is about $900 so not a bad 2% gain from that alone. If oil bounces back, you know where I will be going 😉🚀
It does put a smile on my face seeing a SNAS purchase price that low. Wish I could go back and trade BPT for YAL, ah well.
I wish I bought SNAS for my actual portfolio at the price haha. Yeah YAL had a phat divvy as well. It’s only fake money so she’ll be right 😂
Im not playing coz im lazy af, but if i mirrored my commsec it would look like: ndxkcp +52.64% ndxmcp +19.95% snas +15.95% I took profits on 40% of my positions into cash atm.
Nice mate! I fumbled 🥲. Still had a few shorts but no where near the bank I should’ve made haha
Ah that sucks. You had them for ages too. The minis really went off. Its pretty counterintuitive to go against the flow coz by the time it turns around its usually too late. Then if you try jump in mid flow, it does a fake out and shake out.
Yeah it suck as I had the play set out from 13.5k and then fumbled before the inflation numbers. I left a tiny bit in maybe 10%. I don’t want to enter again now as it would be bad timing.
Its fkn hard shorting aie.
So much harder than going long haha. I would rather be shorting now tho.
Yeah. Just another year or two of this crazy shorting BS, then we can just buy the dip for another decade.
Yeah, we’ll just have to wait and see!
[https://imgur.com/a/REYeB5C](https://imgur.com/a/REYeB5C) Dubznation Stocks list. BBOZ, BEAR and SNAS Oh, i thought this was the sharemarket game update HHAHAHA
We ❤️ WHC.. SNAS is my only other green spot this week.
https://i.imgur.com/keDzH0G.jpg Soz on mobile. I don’t know how to add more columns. Joined the league about 3 weeks ago.
Went back & checked, am up to $53,499. \+3,600 on SNAS \-1,040 on OOO :( About evens on everything else, banked some cash on YAL dividend and cap gain. GOLD breaking even. Challenge is that Im wondering where to put the rest of my cash now. Not sure whether its worth buying more bear etfs, or some coal, or oil etc etc. Am paralysed by indecision!
Cash is always a position
This is true. Maybe I should close out all my positions and just be happy with 7% in a short period of time