Mockingbird Investment – Page 3 – Better returns through sharing ideas

December 4, 2023

Quiet Contrarian. Ep50: Trades for November 2023

Buys Reckon Ltd – RKN.ASX – Continuing to add to this position. I have a bit of concern, when taking a bit of a chartist look, I noted that they tend to drop in price after the Feb announcement. Not sure if this is due to previous structure of the business model, or something else. I have faith in their quality...

Stories

November 2, 2023

Quiet Contrarian. Ep49: Trades for October 2023

Been a busy month. Starting to see some value reappearing in the market, and have been interested in some of the healthcare rout that seems to be ongoing. Buys Reckon Ltd – RKN.ASX – High quality company, lots of muddy waters due to the recent sale of their accounting division, a major part of their business, but despite all this, the...

Stories

October 3, 2023

Quiet Contrarian. Ep48: Trades for September 2023

Sells DDH Drill – DDH.ASX – These guys had hit the point I wanted to sell them, but then their share price took a dive based on the PRN merger. I got out on the last day possible, when the price strangely spiked and hit my target. Not a great result, but still profitable and I didn’t like the look of...

Stories

September 4, 2023

Quiet Contrarian. Ep47: Trades for August 2023

Buys Neometals Ltd – NMT.ASX – They recycle batteries and produce battery metals. Business model is to get multiple revenue streams through recycling batteries themselves, partnering with companies to recycle the batteries, or receive royalites from companies that want their tech to do it themselves. CEO seems like a straight shooter, and from what I’ve seen and they seem very well...

Stories

August 3, 2023

Quiet Contrarian. Ep46: Trades for July 2023

Sells Airtasker Ltd – ART.ASX – I talked about this last month, continuing to sell down. Kina Securities Ltd – KSL.ASX – There is so much going on in these guys that is good, then there are alot of geopolitical and regulatory risks I’m pretty sure I don’t understand. They have an AMAZING dividend, at ~14%, but they have also been stopped...

Stories

July 10, 2023

Quiet Contrarian. Ep 45: FY23 Reflection

Overall update – Story of the year FY23 was looking like a pretty similar tale of two halves, to FY22. Though this time I timed it a bit better. Taking out profit at market peaks near December, though I’m not sure it was quite as successful as last year, as the second half was still nett positive, definitely won a...

Ideas

July 10, 2023

Quiet Contrarian. Ep44: Trades for June 2023

Sells Airtasker Ltd – ART.ASX – This was a tough one. I still believe in their offering, and they were forecasting 58% revenue growth next year. But the market didn’t like it, with them having bled out 50% or so in the last year. Unsure of how dilution and revenue growth combined to give a reasonable valuation. Decided that maybe getting...

Stories

June 1, 2023

Quiet Contrarian. Ep43: Trades for May 2023

Sells Aeris Resources Ltd – AIS.ASX – Chose to clear out my holding for a trifecta of reasons: 1. They revised down their guidance for the year, dropping production estimates by 12-20% due to technical issues in one of their mines. 2. Copper price has been weakening since the beginning of the year. 3. Trying to improve my portfolio management and...

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