Dragon Ukranian Property – Vote No At EGM
Brief post on Dragon Ukranian Property. I bought this in March 2018 for c18p per share. I had a distribution … Read more
DeepValueInvestmentsBlog
Origo Prefs Deep Value Thesis
By Deep Value Investments Just bought a reasonable chunk (c6% portfolio weight) in Origo Prefs and a similar- c6% weight … Read more
Sold KR1 / Direct Holdings, Shorting Tether
Exited all my crypto holdings gradually over the past month or two. I was lucky enough to be able to … Read more
Polo Resources – Micro Cap At 75% Discount To NAV
By Deep Value Investing I have decided to add a little to Polo Resources. The underlying holdings seem to be … Read more
Taking Profits Thanks To Kazakhstan
By Deep Value Investments @DeepValueInv I am selling all my KMG Chemicals, Inc. (NYSE:KMG) today. Tender ffer has been made for … Read more
Lessons From A 37% Return In 2017
By DeepValueInvestments Just done my final performance numbers for 2017 – I recon the figure will come out at +c37%. … Read more
PV Crystalox Solar – Liquidation play
By Deep Value investments @DeepValueInv Added a 9% portfolio weight to PVCS at 21.68p a share. This is a solar … Read more
Minority Stake In Stock trading at near cash value, likely to realize soon
By Deep Value investments @DeepValueInv Just put a small (3% portfolio weight) into KazMunaiGas (Exploration and Production). This is an … Read more
Selling Kr1
By Deep Value investments @DeepValueInv Exited KR1. The price went up a bit from my entry at 3.75. Coupled … Read more