Registered:
23/11/16
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Coniston's Latest Comments

Hi Roland,been watching Iron Ore for a while now for an entry into miners via BRWM around 14 % discount to nav.$60 on the Iron Ore price was a target for my 1st scale in( looked a good entry on the charts).May well be to early on my first tranche bearing in mind the sector is down trending.

I take Sb view ,a totally inappropriate portfolio skewed to cyclical sectors with far to much risk in so few sectors.Fine if your an aggressive investor that understands the risk of a concentrated portfolio. .

Thanks Graham for your views on SUS, have been on my watchlist , the one issue i have is the negative cash flow over the last 4/5 years.

Thank you Ed for prompt reply.Got u ,makes a big difference..

Hi Ed,nice set up here,have been with you 6 weeks now & find it saves me a lot of time.The performance of the ftse 250 since the start of 2013 to 2017 has on my reckoning been up around 50% not including dividends.


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