I just bought/sold (Part 7)

Additions to existing positions, funded by earlier sales today.

  • Jumia Technologies @12.95
  • Huhtamäki @28.74

Let’s continue steadily forward with this growth/safe play.

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From beach to beach, and a small piece of ABAT for a $7 limit price :sweat_smile:

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Today it opened nicely and I placed a sell order at $21. The momentum wasn’t quite enough to reach there, so I lowered it to $20. Just now, Trump’s tweet sent the markets plummeting, so I closed the position to be safe. It went ±0 and ~€1500 was a couple of cents away. Thanks, Trump.

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Maybe boring but maybe safe. From the closing auction, 2000 more shares of Nurminen at 1.062.

John Nurminen was once, in my opinion, a very peculiar name for a company doing international freight forwarding.

In my opinion, the translation of the name from Johan Nurminen was somehow left unfinished. They should have just completed the entire translation, in which case it would have become, for example - John Weed - The name would have been so grand that it would hardly have needed further modification, or if it had, then Weed logistics would have been good.

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Lightening SSAB 106 pcs @5.646 Return 13%

It dropped a bit too much as I didn’t have time to follow.

If it continues to drop, the rest will be sold with a small profit.

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Me to colleagues today:\n"I bought Intellego (88SEK) with my coffee and lunch money, so I’ll probably be chilling in Tallinn next week…"\n\nEven a blind man can see where we’ll be on Monday. The stop-losses were quite tight on this one - the shares went back into orbit in a beautiful arc. Since I identify as an open-minded tunnel, I’m definitely willing to try again around 35SEK… Phew.

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Once again, Harvia’s falling knife has been caught. It is still believed that US tariff policy will benefit Harvia and sales in Japan will start rolling. Europe’s recovery, even to moderate growth, supports the narrative.

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Sold ONDS in two batches at $10.25 and $9.67

We’ll see how far the decline continues.

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Target (TGT) added 15 units at $86.32. Now a total of 90 units. This year’s purchases are slowly coming to an end.

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Here, on Wednesday, I bought back the 2,000 ARBE shares sold at $2.65 into the portfolio; the limit order had apparently been executed during my run at a limit price of $2.25. However, at the same time, I noticed that the transaction drains

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And the funniest thing about this is that that course level is entirely possible. It’s Intellego, after all :smiling_face_with_tear:

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After yesterday’s small addition, now already all in Nexstim.

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Kraken Robotics at 5.61 CAD.

It has dipped for a few days, and especially today due to Trump’s latest tariff shenanigans. This is a company that interests me, making a profit (or breaking even depending on the quarter) and achieving double-digit growth, so I dare to hold this in my portfolio longer if the dip continues.

A purely speculative purchase, assuming Trump’s latest tariff shenanigans will be short-lived, limited, and very moderate. The purchase was made by following the crowd and without doing deep sea analysis. Hopefully, the stock price doesn’t drop as deep as their batteries can go to the bottom of the sea (6000 meters).

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I received 278

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And these were sold a day later with a 56% profit. Sometimes even a blind hen finds a grain by luck.

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Oh, was that why Taaleri’s price jumped? Juurikki, being a simple person, thought it was about Taaleri’s dividends arriving in the account. That happened today. I placed a buy order last night with one chip when the price came back from the 7.1x level to a safe 6.8x level.

At the beginning of the closing auction, there were about 750 buy offers @6.83, of which 570 were Juurikki’s. In the end, there were about 2500 buy offers @6.83 and about 1500 sales. One would think that the first to make an offer wins, but there are a few tricks to it. Firstly, if you offer a penny more, you win. Secondly, if both the buyer and seller use the same broker, the purchase goes under the counter and bypasses the “first to offer” rule. The 13/570 pieces finally acquired were quite expensive when considering the brokerage fee. :smiling_face_with_sunglasses:

No worries, sometimes you have to pay for a good hobby, as the immortal Inderes saying goes - it also gives a lot.

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I noticed Trump’s post a bit late, but the rare earth plays on my watchlist were rallying so much that I jumped into MP Materials at a bit over 83 and exited that position at 84 when it started to look a bit too wild intraday. Back in at 81 levels, I do plan to hold these shares a bit longer, hopefully Trump doesn’t broker a deal with Xi over the weekend so that rare earths start flowing again🤔

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Bought this week:

  • Kraken Robotics at 5.93 CAD. Opened a small FOMO position on Tuesday. :person_shrugging: From here and here you get a quite different understanding of the company’s true competitive advantages compared to Michael Sikand’s hype video. (0.9% of the company’s portfolio, 0.6% of all.)
  • Stora Enso R at 8.940 EUR. Opened an initial position in the company’s portfolio on Wednesday (2.3% / 2.2%).
  • UPM-Kymmene. Today, added about 40% more to OST at 22.10 EUR and a quarter more to the company’s larger AOT position at 22.05 EUR. Weight in all portfolios 5.9% → 7.3% (so little due to the price drop) and rose to the third-largest holding. I would actually like to lighten this, but now is not the time.
  • Fiskars at 12.30 EUR. Doubled on OST today. Weight now 7.9% of personal portfolios, 2.9% of all.

I was close to adding Intellegon (68 SEK) on Thursday, but was a bit late with my orders. I ended up with these duller purchases today instead.

It might be that each of these trades was made at a slightly bad time. :slightly_smiling_face: Or at least that there will be better buying opportunities next week.

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20 units of IREN bought on Tuesday at 58.5 were exited with a stop-loss on Friday at 59.6502. The quantity was so small that brokerage fees made the trade slightly unprofitable.

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Bought 1 more ETH on top of the existing ones at a rate of 3,318.08 EUR. Just couldn’t resist taking advantage of such a great discount. A beautiful red daily candle yesterday.

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