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Coniston's Latest Comments

Thanks Ben, very interesting,is it possible to direct me to the uk portfolio of SOS.

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.

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