Early last week West China Cement caught my eye after finishing the day up 34 pence at 490 pence, a rise of a little over 7% on the day. At that point after a little positive pondering, I postulated that if WCC could breach the 5 quid mark that week and remain there – remaining there’s a biggy – then it could be onward and upward for West China Cement in the coming weeks and mon...

First off allow me to apologise for the infrequency of my posting of late. Rather than braving the European chill, for the last month I’ve been avoiding things that slither and sting down under. I’ve swapped my laptop for a beach towel and the only stock that’s piqued my interest has been the stock of beer in the esky. I’ve attempted to keep an eye on things financial whils...

It’s been a hair-raising start to 2010 for Renseola – our manufacturer of solar wafers and solar power products – but no-one said investing in China-based alternative energy AIM shares was gonna be easy! January started with an optimistic bang sending SOLA.L skyrocketing from it’s Christmas break price of 145 pence up to 190 pence in the space of a week. That’s a 23.6...

Earlier today ReneSola announced its third quarter results (for the period ending 30th September 2009) and the future is looking pretty rosy for our vertically integrated Chinese manufacturer of solar power products. Highlights included: Third quarter net revenues exceeded guidance coming in at US$140.9 million, an increase of 70.6% over second quarter net revenue figures of US$82.6 million. Tota...

So I’ve been talking about it for long enough but last Friday I put my money where my mouth was and topped up on some Renesola, adding another 692 shares to our holding at £1.23488 a share for a total consideration of £854.54. Renesola has been on our radar again since it visited the 150 pence mark in late September where it traded within a range for a fortnight or so before continuing its...

It seems as though our portfolio has been hovering in a range just above or below 10K for months now. In reality, it’s probably been closer to a few weeks but after the meteoric rise of our – small caps dominated – portfolio in the preceding four months, expectations have been high. But sideways isn’t a bad thing, especially when you see dips as potential entry points. Rene...

We’ve been stockpiling a little cash of late at Investor Trader – taking the top off one or two nicely performing investments – and today we blew the lot! Again we’ve sent our money east to the Chinese, this time to their agricultural sector purchasing some 254 shares of Asian Citrus (ACHC.L) at £4.27 per share for a total outlay before costs of £1,085. The reasons in bri...

The last couple of weeks has seen a little turnaround in the fortunes of our – predominantly – small capped portfolio. The recent rise and rise of the FTSE seems to indicate that there’s still faith in the market in general so maybe it’s a case of people taking from AIM to invest in the main board. Whatever the case, we’ve decided to pocket a little profit from our Cl...

So it seems an age since I’ve posted on Investor Trader but in reality its only been the best part of three weeks. Three weeks since we broke through the 10K figure. And whilst the FTSE powers on northward, heading back towards it’s old stomping grounds of ‘07 and ‘08 – beyond the 6K level – our portfolio has spent the past few weeks neither gaining or losing to...

Today’s boost to our bottom line can mainly be attributed to a 17.8% rally by Renesola – our Chinese manufacturer of solar energy wafers. After peaking at a little over £2.40 in June of ‘09, Renesola has trended broadly downward since. The reason for yesterday’s surge? Renesola have put pen to paper on a new deal worth $706 million: The project, awarded by the Taiyangshan ...