OUR CHRISTMAS LUNCH

At The Ivy restaurant in Bournemouth

OUR FEES FOR THIS WEBSITE ARE INCREASING - SO WE ARE CONSIDERING CLOSING IT DOWN AND REPORTING FROM OUR FACEBOOK PAGE WHICH IS OPEN FOR ALL TO READ.

THE FIRST "FACEBOOK" REPORT IS NOW ON LINE.

A copy of which I have printed here. We will make a final decision next month.

March Meeting

Our Treasurer, Pam S, reported that thankfully our portfolio has not suffered too much considering the turbulent world we live in at the moment.

Our investment in BAE 5 years ago is proving to be our best decision showing a paper profit of 160%. All for the wrong reasons, over which we have no control!

Share price at the time of writing: 2237

HALMA: a global group of life-saving technology companies focused on growing a safer, cleaner, healthier future. Headquartered in the UK and listed on the FTSE 100, it acquires and develops businesses in three main markets: Safety (hazard detection), Environment (monitoring and resource protection), and Health (diagnostic and surgical products).

China Dolls are showing a paper profit of 97% - but this was one of the first of our investments over 25 years ago.

Share price at the time of writing: 3636

COSTAIN: Amazingly we were considering selling our holding in Costain as appeared to be going nowhere.

We are so pleased we didn't! It has risen over 76% over the past year and we are now showing a 109% paper profit.

Share price at the time of writing: 186

All three of the above shares are just some of "our winners"

However, for those of you who follow us regularly, we also have some losers! Our biggest being:

ITM Power - showing a paper loss of 70% - but we are hanging on in there.

QUANTUM DATA ENERGY - what possessed us to buy this one? In the few months we have held it we are showing a loss of -82% THE DECISION WAS MADE TO SELL ALL OF OUR HOLDING..

SURFACE TRANSFORMS - what can I say! The company lost one large contract and, consequently, has been suspended with administrators appointed. We feel the company was guilty of misleading investors if one contract could have such a devasting effect.

DECISIONS:

We also sold our holding in Easyjet. The share price has dropped 24% over the past month, and although this may reverse with holidaymakers flying to more european destinations, we felt it was time to sell.

We discussed buying back into Cornish Metals.

This is a mineral exploration and development company focused on reopening the South Crofty high-grade underground tin mine in Cornwall, UK, with production aimed for 2028. The company also holds 15,000 hectares of exploration licenses in Cornwall for tin, copper, lithium, tungsten, and zinc.

The reason behind our interest is that TRUMP (yes I've said the word!) has expressed an interest in Cornish tin and has mentioned Cornish Metals in his appraisal. We are holding off for now - but one to watch.

FINAL DECISION WAS TO INVEST IN FILTRONIC.

FILTRONIC: This is a company we discussed at our November meeting. Since when it has risen over 30%.

The company designs and manufactures advanced radio frequency (RF), microwave, and mmWave communication products, specializing in high-frequency components for telecom infrastructure, aerospace, defense, and space applications. Key products include power amplifiers, transceivers, and filters (like E-band) that enable 5G backhaul, satellite communications, and secure, high-speed data transmission.

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.