One question around MKS is that it was a top 5 pick for 2024, with one bagability potential two weeks ago, but you seem to be questioning it now when it is lower now than it was then?
I did say I think it can still one bag but it's probably less likely than some of the other stuff I hold. There is stuff I'd like to buy and other holdings I want to increase too but I'm 100% invested. I often sell a bit when I have doubled my money on a stock just to lock in profits and de-risk, no slur on the share itself, just prudent risk management, these were over 20% of my holdings and on a big 1 year high more or less of over 100%.
ALU have confirmed interims for Tue 6 Feb. Will be on Investor meet company at 1500. Thanks for all your labours.
Thank you, I will put that in my diary
Hi Rebel
Thanks for the info packed update.
One question around MKS is that it was a top 5 pick for 2024, with one bagability potential two weeks ago, but you seem to be questioning it now when it is lower now than it was then?
Hi
I did say I think it can still one bag but it's probably less likely than some of the other stuff I hold. There is stuff I'd like to buy and other holdings I want to increase too but I'm 100% invested. I often sell a bit when I have doubled my money on a stock just to lock in profits and de-risk, no slur on the share itself, just prudent risk management, these were over 20% of my holdings and on a big 1 year high more or less of over 100%.
Ok thanks
Hi Richard, great update as always.
LUCE is scheduled to update on 30th January, so a little longer to wait for that one.
https://www.lucecoplc.com/reports-and-information/financial-calendar/
Cheers James, on a Tuesday then, that's good, not on a quiet Friday or Mon
Ta