AFF Member Stock Discussion

[cove]

Regal is going well now. That is RPL. Should have bought more.
We went and added to our OPH holdings as they are doing pretty well. We are going to their Perth show and tell at the Ritz Carlton. OPH love Service Stream but we don’t have that stock.Ophir now have 2 billion dollars in their funds.

 

[Quickstatus]

32% up on RPL

 

[cove]

We were down 2 commas yesterday and today we got it all back and more today. I preferred today rather than yesterday but missed a bit of it by going to the work office on a project as a consultant.
Good to hear you are up on RPL @Quickstatus.
We don’t want you to retire too early as we enjoy the medical thread replies on AFF.
By the way are any of you coming to the Sydney training event or the dinners in September?

 

[cove]

Had a call from one of my brokers wanting to buy 100,000 COG this morning. No thanks!
JLG bid at $4 by private equity is sweet.

 

[cove]

Just been reading Reddit reviews of GYG food. Have never eaten any but gee the reviews were pretty bad.
I am thinking we won’t go there.

 

[SYD]

Just been reading Reddit reviews of GYG food. Have never eaten any but gee the reviews were pretty bad.
I am thinking we won’t go there.

Really? I’ve been going there for years - starting back when there were only a few shopfronts. I don’t go super regularly but maybe every couple of months.

Perhaps the quality control has slipped as they expanded?

 

[cove]

QPM Energy has its SPP at 3.1 cents close on the 18th July. This stock has had its share price firm up this week so it looks like they will raise the money they need to pay for the fast start generators from General Electric. We have two separate holdings and we took up two placements plus now we are trying to get 2 lots under the SPP.
What QPM are trying to do is challenging and we liked their plan.
Have never owned GYG and I probably should try something that won’t cause my cardiologist to faint.
Yesterday I was at the work office and it went ok.

 

[Quickstatus]

TCL transurban looking atrractive

 

[SYD]

TCL transurban looking atrractive

Question is why it’s sliding?

I have a fairly decent holding that’s paid decent dividends for years - I have been pondering topping it up.

The Brokers aren’t screaming BUY just yet.

 

[Mr_Orange]

TCL transurban looking atrractive

Not really. A recent double top followed by 4 weeks in a down trend. I took my stop loss back in May.

 

[cove]

Do try to buy TCL near their years low. They are ex distribution so you can be patient.

 

[Quickstatus]

Anyone interested in SIQ?
Smartgroup - novated leasing, salary packaging

 

[cove]

We are in MMS and COG so not needing SIQ.

 

[prozac]

WHC having a good run. Chinese stockpiling?

 

[cove]

WHC was quite underpriced in the last couple of months. It is a good story. I missed the bottom but that would have been difficult to pick.

 

[prozac]

WHC was quite underpriced in the last couple of months. It is a good story. I missed the bottom but that would have been difficult to pick.

I anguished about buying more mid-fours b/c I didn't want to leave myself short for other stocks. I have a 6.11 cost base so finally head above water.

 

[cove]

Just picked up some Reece shares which is REH.
Our average in Whitehaven is $5.70 and we did get the dividend so we missed the lows by quite a bit.
Put our bid in for the LRV placement today at 68 cents.

 

[prozac]

Just picked up some Reece shares which is REH.
Our average in Whitehaven is $5.70 and we did get the dividend so we missed the lows by quite a bit.
Put our bid in for the LRV placement today at 68 cents.

REH are out of favour, any particular reason?
Bought WHC just prior to last divi. so at least received that much.