The fundamental change in our portfolio mix continues. With the recent sale of all our Renesola, Clipper Windpower and OPG Power Ventures holdings and what for us is a fairly heavy (in terms of portfolio percentage) investment in Berkeley Mineral Resources, we’ve taken a leap into more speculative mineral waters. Ouch! Sorry, do pardon the [...]
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It’s been a busy fortnight and it ain’t over yet. On Tuesday we sold off our entire holding of OPG Power Ventures for 68 pence a share after buying in at 66 pence a share in April. With the meagre profit, we covered our dealing costs. Mid to long term I have no doubt that [...]
When you’re on a good thing… Following on from last Monday’s purchase of 21,712 shares of Berkeley Mineral Resources (BMR.L) at a little over 4.53 pence, we’ve gone back for more, stocking up with a further 23,777 shares at 6.23 pence last Friday and again this Monday with another 18,646 shares at 5.28 pence. To [...]
Late last week, following our sad farewell to Renesola, we sold off our final cache of another Investor Trader stalwart, Clipper Windpower. The once proud Clipper Windpower whose price previously stormed its way toward ten quid recently became a takeover target for UTC and not for the first time if memory serves me correct. Anyway, [...]
With last rites being performed on Renesola’s AIM listing before shifting their focus solely to their New York Stock Exchange listing, last Thursday 4th November we sold off our final tranche of 500 shares of our portfolio stalwart for 4.0150 pence a share and a total return of £2,007.50 before dealer costs. We were averaged [...]



