Monthly Archives: April 2008
Managed Accounts Share Trading Investment Notification – Purchase of NCM
Posted on April 29, 2008 by admin
Once again, and as with Lihir, we purchased Newcrest because the share price has been savaged whilst the gold price has not been. Continue reading »
Managed Accounts Share Trading Investment Notification – Sale of OXR and LGL
Posted on April 18, 2008 by admin
Good afternoon, into the brief period of market strength yesterday we made the decision to sell our positions in OXR and LGL at $3.41 a piece, delivering gross returns of 4.6% and 7.9% respectively or 1.875% on the whole portfolio.
Managed Accounts Share Trading Investment Notification – Purchase of Lihir Gold (LGL)
Posted on April 15, 2008 by admin
Good morning, Yesterday we purchased Lihir Gold Limited (LGL) with a portfolio weighting of 15% at $3.16. We have not traded LGL in the portfolio before, however it is one of our two preferred Gold plays listed on the ASX … Continue reading »
Managed Accounts Share Trading Investment Notification – Sale of BHP and MQG
Posted on April 3, 2008 by admin
yesterday and today we made the decision to sell out of most of the portfolio at profit, in Macquarie Group and BHP Billiton. Continue reading »
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