4 Comments

Very good. Smart & simple.

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Actually took a profit today on UAN. I think fair value is probabyl $160-220. So not that cheap over $130. Natural gas situation is making me a bit nervous, as that is a major cost.

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Asia Commercial sounds juicy. Special dividends is something I’ve rarely seen in HK small caps so that’s an encouraging sign

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Yeah hate how if you want to buy in size you are basically locked in. $2k USD of average daily trading volume...

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