Bought uranium on the dip again, (DYL.AX) Deep Yellow 0.785 AUD and (LOT.AX) Lotus Resources 0.175 AUD.
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Sold Nokia shares bought earlier this year, fewer lines in the portfolio
Added Incap, which I previously lightened around €40.
Edit. Also subscribed to Spinnova at minimum.
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Citycon addition. Dividends will soon be in my pocket again
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Spinnova 200 pcs and Puuilo 200 pcs subscribed.
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Opened: Patientsky
Long-term hold. The sector is undergoing a real disruption, and the company has already captured almost half of Norway.
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Opened a monitoring position Mercell Holdings AS
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Added Diviot, as other casuals have sold heavily. I would expect some support from this level. We are still waiting for the company to start communicating things better. The annual report seemed to promise something like that, but we are still waiting.
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Reduction: Panoro @ 24.90 NOK
Subscription: Puuilo 150 shares
Subscription: Spinnova 150 shares
Addition: Lion E-Mobility AG @ €3.50
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Fisker out, Puuilo in. Some products you can afford, others you can’t. Puuilo is one of those places where I always check for hardware first. I only discovered this store in recent years and was sad it took me so long to see the prices and quality of their products. When I go there, the disarray gives the impression that you can really dig up something affordable, and that’s exactly how it is.
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Sold Kesko B shares @30.80 EUR, good nearly +50% returns on this.
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Polymetal (POLYP) 5% position opened. Fundamentals are in order, and I assume that the FED’s loose monetary policy will continue. Holding for 1-4 years as a starting point.
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Carasent as a new addition to the portfolio at NOK 35, inspired by Redeye.
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BRAbank opening position 2000pcs. Have been following this for a few months now.
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Bioretec minimum notation.
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Sold Swedish Flowscape, as it finally awoke from hibernation for a moment. Replaced it with Finnish plastic, i.e., an opening position in Orthex.
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Qt sold with a small profit. Replaced with Orthex @9.40, making up about 15% of the portfolio.
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Bought Scanfill on the dip. Also added more Incap as it’s falling even more sharply, seems like I’m stuck with the short end of the stick (in my portfolio) 
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Bought Kindred @142.55. Interesting valuation compared to peers.
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Now Orthex has gained such visibility on the forum that I opened a follow-up position with a 5% weighting. In addition, I’ve planned to add more Nordea.
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Marked Puuilo (Finnish hardware store chain) IPO (Initial Public Offering) 300 shares and Spinnova (sustainable fiber company) IPO 150 shares. The money didn’t leave my Nordnet account immediately; usually it does.
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