Trading portfolio Today I bought into Altech Chemicals (ATC, 21¢ unchanged, $85m) at 21¢. I also added to the portfolio the small holding in Reedy Lagoon Corporation (RLC, 3.6¢ down 0.2¢, $11m) which I picked up in the underwriting shortfall at 2.5¢. The portfolio rose another 1.7% today, taking the YTD return to 19.1%. The … Read more
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