Stock Picks - Darlings and Dogs

[L-Dog]

Thread title talks about 'Dogs'....

Here are my Dogs at this stage. I've sold others off or they delisted, so out of mind out of sight.
WHL: 10 years LOSS=R40k INVESTED=R249k
IVT: 12.5 years LOSS=R30k INVESTED=R302k
PPC: 11.5 years LOSS=R55k INVESTED=R330k
ISO: 2,7 years LOSS=R105k INVESTED=R183k

The above LOSSES include dividends

If you are investing R1m+ you should definately use professional, can even go with higher risk funds like Peregrine Capital or Randswiss.

 

[Bundu]

https://twitter.com/x/status/2033130096459161617

^^^ additional news to


View attachment 1893382

Aluminum - Price - Chart - Historical Data - News

Aluminum rose to 3,631.05 USD/T on May 20, 2026, up 0.97% from the previous day. Over the past month, Aluminum's price has risen 2.79%, and is up 46.58% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this...

tradingeconomics.com

Perhaps gives S32 the push it's been waiting for.

https://www.mining.com/web/south32-mothballs-mozal-smelter-after-failing-to-secure-affordable-power/

 

[Bundu]

If you are investing R1m+ you should definately use professional, can even go with higher risk funds like Peregrine Capital or Randswiss.

I've been managing my portfolio far above R1m for over 20 years

 

[Tun@]

https://www.mining.com/web/south32-mothballs-mozal-smelter-after-failing-to-secure-affordable-power/

Yes, sent it down asx also but nothing the market should'nt have not known about already, that's been known as coming for weeks.
Even Feb 11 same site

South32 confirms Mozambique plant wind-down after profit beat

South32 last year took a $372 million impairment on the business.

www.mining.com

 

[L-Dog]

I've been managing my portfolio far above R1m for over 20 years

Fair enough also no idea what your background is but funds like Peregrine Capital and Randswiss achieve far above market related returns so if you have a decent amount to invest its always worth checking out the options with them. Big funds have to many regulaions and red tape that is why indiviauls / hedge funds can outperform them.

Biggets issue is emotional invetsing when people manage their own investments and the market tanks they often panic but depends on your overall risk tollerance.

 

[Bundu]

Here we go again...

Important Notice to Long-Term Shareholders of ASP Isotopes Inc. (NASDAQ: ASPI); Integer Holdings Corp. (NYSE: ITGR): Soleno Therapeutics, Inc. (NASDAQ: SLNO); and Unicycive Therapeutics, Inc. (NASDAQ: UNCY): Grabar Law Office is Investigating Claims

ASP Isotopes (NASDAQ: ASPI); Integer Holdings (NYSE: ITGR): Soleno Therapeutics (NASDAQ: SLNO); and Unicycive (NASDAQ: UNCY) Shareholder Notice...

www.globenewswire.com

 

[GrootVoet]

Here we go again...

Important Notice to Long-Term Shareholders of ASP Isotopes Inc. (NASDAQ: ASPI); Integer Holdings Corp. (NYSE: ITGR): Soleno Therapeutics, Inc. (NASDAQ: SLNO); and Unicycive Therapeutics, Inc. (NASDAQ: UNCY): Grabar Law Office is Investigating Claims

ASP Isotopes (NASDAQ: ASPI); Integer Holdings (NYSE: ITGR): Soleno Therapeutics (NASDAQ: SLNO); and Unicycive (NASDAQ: UNCY) Shareholder Notice...

www.globenewswire.com

Sold the little I had last week.

 

[W@P]

Here we go again...

Important Notice to Long-Term Shareholders of ASP Isotopes Inc. (NASDAQ: ASPI); Integer Holdings Corp. (NYSE: ITGR): Soleno Therapeutics, Inc. (NASDAQ: SLNO); and Unicycive Therapeutics, Inc. (NASDAQ: UNCY): Grabar Law Office is Investigating Claims

ASP Isotopes (NASDAQ: ASPI); Integer Holdings (NYSE: ITGR): Soleno Therapeutics (NASDAQ: SLNO); and Unicycive (NASDAQ: UNCY) Shareholder Notice...

www.globenewswire.com

So wtf does this mean for us? Should we GTFO while we can or what?

 

[Bundu]

So wtf does this mean for us? Should we GTFO while we can or what?

I'm just going to ride it out - prepared to lose it all

 

[zerocool2009]

With the JSE falling like a brick .... Any nice bargains out there ?

 

[HocusPocusFM]

I'm just going to ride it out - prepared to lose it all

Same, its already tanked... my position on them already -68.51% Fortunately only a couple of grand

 

[Bundu]

With the JSE falling like a brick .... Any nice bargains out there ?

difficult to say at this stage - will depend on what the orange lunatic does next

 

[Jan van Riebeeckstad]

difficult to say at this stage - will depend on what the orange lunatic does next

I heard he is heading to Pretoria

 

[Tun@]

Hows these arsehole algos

Platinum left/ SSW mid/ IMP right
Platiinum already turned but they dont want up, all same period chart

 

[mr_norris]

Here we go again...

Important Notice to Long-Term Shareholders of ASP Isotopes Inc. (NASDAQ: ASPI); Integer Holdings Corp. (NYSE: ITGR): Soleno Therapeutics, Inc. (NASDAQ: SLNO); and Unicycive Therapeutics, Inc. (NASDAQ: UNCY): Grabar Law Office is Investigating Claims

ASP Isotopes (NASDAQ: ASPI); Integer Holdings (NYSE: ITGR): Soleno Therapeutics (NASDAQ: SLNO); and Unicycive (NASDAQ: UNCY) Shareholder Notice...

www.globenewswire.com

Urgh, think I've reached the point where I've lost so much on REN / ASP, no point in selling. Reading that news was rather sad.

 

[Bundu]

my SOL are still climbing - basically my only share that has performed this year

 

[Tun@]

How's this for weird, SSW went into halt/auction for like 18M to get dealt with, opens back up R1 lower.......then i see the exact same thing went down on IMP - that or the algos are mirroring each other, i wasn't looking the market depth on IMP.
Pretty odd

 

[InvisibleJim]

With the JSE falling like a brick .... Any nice bargains out there ?

Can't help but notice Harmony is 27% down in the last month.

 

[InvisibleJim]

my SOL are still climbing - basically my only share that has performed this year

My TGA is also almost 100% and I'm on 32 for Aspen and 24% for Exxaro.

Unfortunately I only managed to buy a small amount of APN until it started going up again.

 

[Bundu]

My TGA is also almost 100% and I'm on 32 for Aspen and 24% for Exxaro.

Unfortunately I only managed to buy a small amount of APN until it started going up again.

I actually forgot about my APN, they are also nicely up