Author Topic: What are you buying today?  (Read 2094855 times)

bizaro86

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Re: What are you buying today?
« Reply #3430 on: December 02, 2018, 08:15:23 AM »
MFCB owns a royalty on an iron ore mine that has shut down in Canada. Tacora, the private company that owns the mine announced they had closed the funding on the 27th. This is a big deal, as it should be $20 MM+ in annual revenue at 100% gross margins for a company that has a market cap of ~$60MM after the move.

We talked a but about it in the ALS thread.


gfp

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Re: What are you buying today?
« Reply #3431 on: December 02, 2018, 02:03:17 PM »
Thanks - I had missed that

bigbluffzinc

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Re: What are you buying today?
« Reply #3432 on: December 02, 2018, 09:21:42 PM »
VB, LNR, FB
Current Portfolio: VB, LBTYK, HWO, BAM, AGN, LNR, FB

no_free_lunch

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Re: What are you buying today?
« Reply #3433 on: December 03, 2018, 07:30:44 AM »
Took a position in sec.to.  PB was around 0.55 based on Sept 30 numbers, book would have dropped for sure over past 2 months but still should be around 0.6 book.

flesh

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Re: What are you buying today?
« Reply #3434 on: December 04, 2018, 11:38:47 AM »
More ADS at 189.30. 30% position now.

kab60

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Re: What are you buying today?
« Reply #3435 on: December 04, 2018, 02:02:10 PM »
More ADS at 189.30. 30% position now.
Ditto. And the percentage isn't far off either.

Lakesider

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Re: What are you buying today?
« Reply #3436 on: December 05, 2018, 12:45:12 PM »
Bought more naspers. Can't stop.

boilermaker75

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Re: What are you buying today?
« Reply #3437 on: December 06, 2018, 07:15:31 AM »
Wrote 205-strike, 12/7/18 expiration BRKB puts for $1.65 per share.

gfp

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Re: What are you buying today?
« Reply #3438 on: December 06, 2018, 07:27:11 AM »
Wrote 205-strike, 12/7/18 expiration BRKB puts for $1.65 per share.

Copied your trade but got filled at 1.80. Trying again at 2.15... 

Incidentally, CA wildfire claims looking like $20billion for the industry this quarter

boilermaker75

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Re: What are you buying today?
« Reply #3439 on: December 06, 2018, 07:47:21 AM »
Wrote 205-strike, 12/7/18 expiration BRKB puts for $1.65 per share.

Copied your trade but got filled at 1.80. Trying again at 2.15... 

Incidentally, CA wildfire claims looking like $20billion for the industry this quarter

I'm now thinking about the 202.50 strike puts.