TK Journal 2020-12-21

Hi every­one, I have done a new down­load in prepa­ra­tion for our record­ing today. Here are the changes to be high­light­ed:

Gas­coyne Resources (GCY) is added to the Man­u­al­ly Entered Data tab. How­ev­er, as it has a qual­i­fied audit, it does not get added to the Buy List.

Logi­cams has changed its name to Ver­brec Lim­it­ed (VBC) which has neces­si­tat­ed adding VBC to the Man­u­al­ly Entered Data Tab. VBC is added to the Buy List with a QAV score of 0.16

Mas­termyne (MYE) has breached its Sell line and is removed from the Buy list.

Autosports Group was removed from the Buy list, but con­tin­ues to slight­ly improve. It appears to be a ris­ing shroedinger.

ICS Glob­al (ICS) is removed from the Buy list due to a ris­ing share price.

JB HiFi (JBH) slips off the Buy List due to a ris­ing share price.

Rice­grow­ers Lim­it­ed (SGLLV) have new fig­ures in Stock Doc­tor fol­low­ing their Octo­ber results peri­od and remains on the Buy List with a QAV score of 0.11

West­gold (WGX) has slipped off the Buy List due to a ris­ing share price.

The­new Buy and Watch lists have been added to the QAV Port­fo­lio Google Sheet. I have added the % of stock held by direc­tors. Note, how­ev­er, that there are some strange occur­rences where the Director’s hold­ings look high­er than the mar­ket cap. Eg Aus­tral Gold (AGD). I have asked Stock Doc­tor to look into this for me.

Regards, Tony