June 1, 2023
Quiet Contrarian. Ep43: Trades for May 2023
Sells Aeris Resources Ltd – AIS.ASX – Chose to clear out my holding for a trifecta of reasons: 1. They revised down their guidance for the year, dropping production estimates by 12-20% due to technical issues in one of their mines. 2. Copper price has been weakening since the beginning of the year. 3. Trying to improve my portfolio management and...