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HIGH DAYS AND HOLIDAYS


It's the Summer Solstice today, so we are hoping the weather may improve enough for us to enjoy some of these treats!


June was a great month for our portfolio which has continued to rise. We also received a number of good dividends which always put a smile on our Treasurer's face.


Reading the minutes of our June meeting, I'll list a few of our shares working in alphabetical order:


AB Dynamics: This share has risen steadily since December 2020 and we are showing a profit on our initial investment. Having added to our investment when the share was slightly higher, we will have to wait patiently for our profit to kick back in. We are, as always, optimistic this will happen.


Agronomics: Very pleased with this share in the short time we have held it. There is a big future out there for plant based food production.


BHP Billiton: Absolutley no concerns about this solid company in which we are showing over a 54% profit.


Ceres Power: In March of this year we invested in this AIM share with high hopes. Our average buying price was 1176p and the share is now sitting at 998p. A disappointing start, which often happens in the AIM market. However recent interest in "green energy" has given the share a little boost. The company designs the fuel cells that convert hydrogen back into electricity. A definite hold for us.


Clinigen: For those of you who have bought into this company, as we did on Questor's advice, DO NOT DESPAIR! It suffered a large loss last month mainly due to the global reduction in hospital based oncology treatments in which its drugs are used. This problem should rectify itself once treatments resume.


Croda: This company's expertise became essential for the biggest vaccine drive in history.

A fabulous share still on the up. Need I say more!


Dechra: Increased pet ownership during the pandemic has helped lift first half sales by over a 5th to nearly 300 million. Consequently Dechra has raised its expectations for its full year revenue. This was reflected in the upward trend of its share price this month.


Diageo: This share is on the increase which should continue with catering opening up.


Fevertree: Another share which should benefit from the opening of the hospitality business.


Genus: Although we banked some of our profit in this company, it continues on its upward path. A great investment for the China Dolls.


Halma: We bought this share when it was recommended at a Mello Event back in 2019. We have not been disappointed and are showing a good profit of almost 60% since purchase. The company recently reported a robust financial performance with record profits for the 18th consecutive year.


Homeserve: The new Homeserve chairman recently invested almost £500,000 into this company which is always a positive sign. We are showing a good profit on this share.


ITM Power: has had some very negative reports written about it this month. Consensus is that there is a high cost in producing "green hydrogen" and the company will not show a profit for a few years. However there are contracts in the pipeline and we are showing a 20% profit, so we'll hang on in there.



The sun is actually shining over here in Ireland, so I'm off out to enjoy it. Sadly I don't have any ice cream in the freezer - but that's probably a good thing.


I'll report on the rest of our shares next month.


DISCLAIMER

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.














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