MEETING ON THE ISLE OF WIGHT

For those "eagle eyed" people. Yes, this is Normany coastline, almost an exact replica of the Needles on IOW

The China Dolls ladies travelled over to my house on the Isle of Wight for our June meeting

As usual, we went through our portfolio and discussed all our shares. Do we hold, sell or buy more shares held in our existing portfolio - or perhaps a member has spotted a new company with potential we should invest in. So after a lovely lunch we got down to business.

We received a couple of good dividends this month which, added to our monthly contributions, gave us a healthy amount to invest.

BHP: Share price 3183 at the time of writing.

We've held shares in this company for a number of years and are showing a healthy profit of over 90%. At the time of our meeting we had not read any detrimental news about this company: therefore we made the decision to invest a further £2000.

We were a little premature in our optimism.

Recent reports state:

Shares in BHP fell sharply after the miner flagged a $2.3 billion write-down on its Jansen potash mine in Canada, driven by higher costs and delays tied to the project's expansion. The move marked BHP's biggest one-day share decline in 14 months, adding fresh pressure on a project that has already faced investor scrutiny over its scale, spending, and long development timeline.

Analysts are still recommending a "hold" on this share. We are going with the analysts:

A HOLD FOR US.

COSTAIN: Share price at the time of writing 212.50

Costain is a major British infrastructure and engineering firm that designs, builds, and optimizes critical infrastructure across the transportation, water, energy, and defence sectors. It is a share we contemplated selling a while ago as we were disappointed in its performance.

The company announced recently that it had secured a five-year extension to its long- running project controls contract with EDF, a deal worth 75m that would see the engineering group continue supporting operations across the French utility’s eight UK nuclear power stations

Our average purchase price on this share is 90p at which it sat for many months. However we held on - thank goodness we did. The share price is now 212.50 giving us well over 100% profit. Analysts are overwhelmly bullish about Costain and rate it as a "strong buy" with a potential high of 297. ANOTHER HOLD FOR US

RASPBERRY Pi: Price at the time of writing 873

After much deliberation, we invested £1600 into this company a decision made during our May meeting, at which time the share price was 643. It is now sitting at 873 giving us a very healthy uplift in a short period.

The Company is a designer of high-performance single board computers (SBCs).  

Arm holdings (remember them!) increased its ownership in April from 8.4% to 13.1% 

We have no reason to sell at this moment in time. A HOLD for us.

THE PROPERTY FRANCHISE GROUP:

share price at the time of writing 500p.

We reported on this company last month when the share price was sitting at 476 and decided it was a definite hold.

Further discussion was held at this meeting. The share price at the time of the June meeting had risen to 485 - and we held a total of 1200 shares . Our average purchase price on this share being 400.

We decided to sell half our holding to lock in our profit.

Looking at the share price today - possibly not our best move!

CORNISH METALS: Share price at the time of writing 114

We invested into Cornish Metals but sold out a few years ago. However we have been keeping an eye on it.

Cornish Metals is now progressing toward a Final Investment Decision in the summer 2026 to reopen the South Crofty tin mine in Cornwall, targeting first production in 2028. The project has secured a massive funding pipeline, including a US$210 million Nordic bond and a £52 million shareholder credit facility.

As reported a few months ago, Trump has shown an interest in Cornish Tin mines, mentioning Cornish Metals.

Yes, it is a high risk, long term investment. Which is why we only invested £1000 .

A new share to our portfolio.

ITM: Share price at the time of writing 131p showiing a 76% upturn over the past year.

Another high-risk, high-reward renewable energy growth stock. While the company is scaling up rapidly and backed by significant government funding, it remains pre-profit and highly reliant on flawless execution to reach profitability in the coming years.

We must have been feeling reckless - we invested a further £1000 into ITM.

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.