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 cut my losses of losers that have fundamental problems sooner rather than later.