CODEMASTERS: At the beginning of lockdown we invested in this company anticipating a lot of online games may be played by people stuck in their homes. We were right! Codemasters share price has continued to rise throughout the pandemic. Our holding is up over 100% during this short period - although I know if feels like longer - and the company is now being fought over in a bidding war. An offer is already on the table valuing it at £945 million which gives it a share price of 604p. Currently the share price is sitting at 654p which predicts the offer will have to be in excess of £1 billion to secure the deal.
ANOTHER SUCCESS STORY FOR THE CHINA DOLLS.
VESTAS WIND SYSTEMS: If you read our blog regularly you will know that we bought into this company back in October after Boris announced a government investment package into wind farms. Two months later we are already looking at a 24% profit.
So although we were not able to celebrate over our usual Christmas lunch at the Chewton glen Hotel, we did have a Christmas Zoom party which was great fun. It will be lovely when we can all get together in person once again.
This year has been hard for everyone.
We wish every one of you a very happy Christmas and hope 2021 brings better times for us all.
The China Dolls is a group of private individuals who meet regularly to discuss investment strategy and make investments based on the collective opinion of the the group.
The China Dolls is not in the business of offering any form of advice on investing or other financial matters.
The content of this blog is not to be considered an inducement to trade as we trade and is offered for illustrative purposes only.
Any use you may make said content is entirely your responsibility and The China Dolls will not be held liable for any losses you may incur as a result of using this blog to help you trade.