Sold Voxtur, remaining 15k shares @ 0.15 CAD. Net loss on these is about 80%. I’ll continue to follow with interest to see when the direction turns and Gary’s predictions start hitting. There should be time to get back in later.
Sold entire Witted position. Maybe unnecessary panicking based on the Witted thread, but my understanding is not enough to evaluate the future prospects. A loss of approx. 30% from this adventure.
Looks like I added 25% to my Crown Castle REIT (CCI) position yesterday
No debt maturities in the coming years
Recession resilience: Communication / Telecom towers and infra.
Valuation has been driven down to historical lows.
6% dividend yield, which is the highest the company has ever paid: In previous years, this could be acquired with a ~3% dividend yield.
For 2023–2024, the company has communicated that it won’t grow at historical rates because T-Mobile acquired the operator Sprint: there will be some lease cancellations. CCI is guiding for a return to 7–8% growth from 2025 onwards after two slower years.
Morning trades. Morning spurt on a Dax long, as a TC was made upwards overnight (15min & 1H) and at least I would have closed shorts there. The latter sale seems to have hit the absolute peak.
Getting back into Betco, now holding 450 shares, i.e., a half position. Sales were made at 233, 244, and 245 SEK, so now I can comfortably buy the falling knife
ynnä" → “OST about 90% full”.
“Jopa tulee ‘tylsää’ sitten…” → “It might even get ‘boring’ once…” or “It’ll even get ‘boring’…”
Let's go with:
Purchases for the Equity Savings Account (OST): **Nokia** 3.45 and **TietoEVRY** 21.68.
Earlier this week, **Fortum** at 11.72.
So, some of