Highlights from my portfolio:

I am having difficulty making any headway this week.

Alterian (LON:ALN) stormed up to 205 and then fell back to 200. Patience required.

Avanti Communications Group Plc (LON:AVN) slips, presumably on pre-launch fears.

Dialight (LON:DIA) recovers, I'm pleased I found a reason to add rather than sell.

Devro (LON:DVO) has slipped from highs and two of my four chart signals have flagged it as a sell. It was a difficult decision but I decided to takemy 35% profits from April.

Kryso Resources (LON:KYS) produced a summary of the BFS we have been waiting for. Shock. The resource is non-compliant and more work has to be done by Snowden's to produce a compliant number of oz. There are also less indicated oz than I hoped for and the costs are slightly higher but tolerably so. On the plus side is that the project is a runner. The Chinese now have 3-months to try and find the financing. I sold all my positions, the best for just over 80% and the one from Monday at a small loss. I'm disappointed with the outcome but that's the nature of the business. The price has help up remarkably well and I will have no hesitation getting back in when I feel the time is right.

Medusa Mining (LON:MML) finally announced a date for the move from AIM to main market. Hurrah.

Senior (LON:SNR) - I haven't been able to find a definitive reason for the rise yesterday but a learned friend of mine (also an ex-top-city fund manager) suggested I might turn to the Bodycote International (LON:BOY) interims for inspiration. He is quite right, they raise the expectation that SNR might also be having a jolly good year. Although SNR tried to top yesterday's rise, in the end a little has been given back.…

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