TK Journal 2021-07-28

Hi Cam,

Mil­le­ni­um Ser­vices (MIL) is back to what we paid for it in the Dum­my Port­fo­lio.

Giv­en that it has an Empha­sis of Mat­ter around Going Con­cern in its Audit Report and the fact that Rule 1 now applies, can you swap MIL out of the Dum­my Port­fo­lio and replace it with Cash Con­vert­ers (CCV)?

Fol­low­ing Medusa Min­ings quar­ter­ly report which indi­cates an increase in the cost of pro­duc­tion, the share price is back to what we paid for it in the Dum­my Port­fo­lio. So, I am invok­ing Rule 1 and would like to swap it out for Ive Group (IGL).

I am by-pass­ing Humm Group on the QAV rank­ing because it is on a down­turn at the moment and only a cent or two from it’s sell price.

I hold MML in my own port­fo­lio as part of the test of swap­ping stocks low on the check­list for those high on the check­list. I am giv­ing notice that I will wait 24 hours and Sell MML from my port­fo­lio if it con­tin­ues to be neg­a­tive for me. In which case I will buy into IGL as well. Because I am only tak­ing small, test posi­tions in these stock, IGL meets my ADT needs.

Regards,

Tony