TK Journal 2020-12-04

Hi every­one, I am buy­ing some shares in Sand­fire Resources (SFR) for my own account.

I did anoth­er SD down­load today as there were a few new com­pa­ny reports that occurred the week. Here is a sum­ma­ry of the changes since the last down­load:

Vir­gin Mon­ey UK (VUK) was added to the Man­u­al­ly Entered Data Tab, but not the Buy List. It would need a fudge to add it to the Buy List.

New Zealand Oil and Gas (NZO) was added to the man­u­al­ly entered date tab. SD don’t have NZO data since 2015, so I have asked them for an update.

HUMM Group (HUM) is added to the Man­u­al­ly Entered Data tab, but is just a re-brand of Flexi-Group (FXL).

The Intel­li­gent Investor Aus Equi­ty Income Fund (INIF) was added to the Man­u­al­ly Entered Data Tab and the Buy List with a QAV score of 0.21

The Mont­gomery Glob­al Equi­ties Fund (MOGL) was added to the Man­u­al­ly Entered Data Tab and the Buy List with a QAV score of 0.16.

Aus­tralian Phar­ma­ceu­ti­cal Indus­tries (API) had new fig­ures in SD this week so the Man­u­al­ly Entered Data was updat­ed and API was added to the Buy List with a QAV score of 0.22. How­ev­er, it could be a falling knife.

South 32 (S32) fell off the Buy List due to a share price increase. Hooray, I own it.

Ikwezi Min­ings (IKW) drops off the Buy List due to an aver­age dai­ly trade amount of zero.

Kath­man­du (KMD) re-enters after its price drop.