This time is different?
Very good. Smart & simple.
Actually took a profit today on UAN. I think fair value is probabyl $160-220. So not that cheap over $130. Natural gas situation is making me a bit nervous, as that is a major cost.
Asia Commercial sounds juicy. Special dividends is something I’ve rarely seen in HK small caps so that’s an encouraging sign
Very good. Smart & simple.
Actually took a profit today on UAN. I think fair value is probabyl $160-220. So not that cheap over $130. Natural gas situation is making me a bit nervous, as that is a major cost.
Asia Commercial sounds juicy. Special dividends is something I’ve rarely seen in HK small caps so that’s an encouraging sign