Alterian (LON:ALN) statement was boring. I will continue to hold for now but it's on alert for the boot.
Andor Technology (LON:AND) marks time. It did well in 2010 and I am hopeful for more in 2011 but I can see that the pace might slow.
Avia Health Informatics (LON:AVIA) was brought to my attention by a poster on ADVFN and I have bought a few.
Berendsen (LON:BRSN) (was DVSG) is now through the resistance at 440 and my new target area is 520-550.
Baillie Gifford Shin (LON:BGS) added back. Shamefully bought and sold lower; silly me for not getting back in sooner.
£CAPD has been added to portfolio. A new listing in drilling services. Poised to do well. My thanks to The Naked Trader for pointing it out Already have an account?
Carclo (LON:CAR) slips a bit after that huge rise but I'm not complaining about the 30% made so far this year!
Close Enhanced Comm Fund (LON:CED)2 would currently be worth 183p (RNS) and looks a good play on rising softs and oil. Not one to buy and forget tho' and there is some counter-party default risk.
Cairn Energy (LON:CNE) continues to hold nicely. Spring drilling + news of VED takeover of indian assets awaited.
Diamondcorp (LON:DCP) continues to be strong, up 26% on year (mid-mid). I wish I knew the time-line for the samples.
Dialight (LON:DIA) doing nicely.
Devro (LON:DVO) has been weak. Keep eating the sausages please!
£GCL NAV is estimated to be at about 146 (undiluted) and the price of Uranium continues to be strong. I have added and am happy to hold.
HRX (Canada) creeps up. Looks like a bid target to me.
Intandem Films (LON:IFM) is up nicely on the year. Patience required.
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