» Progress Updates
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West China CementFirst 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...
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Buckle Up For a Renesola RideIt’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...
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Not Up, Not Down, Just SidewaysIt 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...
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Selling a Few Clipper WindpowerThe 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...
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Day 153 – Portfolio Value £10,413 Up £134 On The ...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...
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Clearing 10k – Just Two More Zeros To GoToday the value of our portfolio banged and crashed its way through the four figure barrier and into the five figure bracket with a lovely £370 rise on the day, taking it to to £10,159 (see the juicy, big blue numbers to the right). So five figures down and only two to go before we hit the magical million mark – a walk in the park. Careful, don’t slip on the sarcasm! Looking back ove...
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Day 114 – Portfolio Value £8,680 Up £452 On The D...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 ...
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Day 107 – Portfolio Value £8,261 Up £160 On The D...So after taking a bit of breather in June and July, the UK markets seem to have returned to their northward trajectory in the past month or so dragging our little green portfolio with it. Germany and France today announced GDP growth in the previous quarter indicating rosier times ahead and the US Reserve held interest rates leading many pundits to speculate whether things aren’t as bad ac...
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An Overdue UpdateSorry it’s been a while since I’ve posted, what can I say, it’s summer where I’m at and our little portfolio has being just dandy on its own without my meddling hand. There’s been some chunky news floating about, so let’s get down to the nitty gritty. Remember Cosalt – our provider of safety products and services to the marine, industrial and offshore oil ...
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Day 92 – Portfolio Value £7,378 Up £47 On The DayFollowing yesterday’s regurgitation of all gains made on Monday (and then some), today was a little more settled with a handful of modest gains made across our portfolio. Ceramic Fuel Cells finished the day up 6.5% on the back on news that it has extended its agreement with GDF Suez to develop and deploy fuel cell micro combined heat and power (mCHP) units in France. Lloyds Bank continued it...






