Some amazing volatility in recent days. Most of this seems not to be based on any real data but some excitement around potential of the YOZO/BNPL space. Who knows if they will get any traction here or not. 
I took the opportunity to sell 60% at .11 for a return of >5x. 
If 4c is fantastic I could easily regret this, but am happy to take the win and reduce to a more sensible 2% of RL portfolio. 

strange times are these!

it would seem a well followed twitter poster (with ~10k followers) has made positive noises about CI1, and a few others to boot.

SP was over 10c at its high representing ~300% intraday gain. I was asleep.

It's difficult to come up with a rational explanation.

Most likely represents a sign of the (Robinhood) times. Possibly, a leaky ship pending the upcoming 1/2 yearly.

Honestly, I would have closed out at 10c had I been aware. Have a sell for 1/2 holding at 9.5c.

Having similar thoughts about my 3DP holding.

Greed/fear/greed/fear.

Oh man, I should have bought more bitcoin etc...

recently has had a bit of surge in SP related to the acquisition of YOZO. The idea being that they can now identify and target all those millenials who have gone into debt on the BNPL platforms.

Sounds pretty reasonable in theory, but extremely light on details. Execution risk is ...high.

More important for me is how the next 4c comes in. Has all the turmoil in HK translated into increased profit? Are we still going to get a divvy?

Have the Singapore purchases turned out to be consistent earners or are we looking at a nasty surprise once those businesses have been bedded down and the books opened to proper scrutiny?

DISC: hold in RL, and against my usual rules have a 5% holding in a high risk, non-AU domiciled speccy (outside of super)

Sadly, HK and Singapore will both be badly effected by the pandemic. HK GDP recently revised to -6.8% for 2020. 
All +ve for this company. 
 

like Greyhound in real world am adding to holding  sub 2c. 
 

Continued director buying as noted by Greyhound

Macquarie buying in

business conditions improving significantly. 

MC 17 mill

NPAT conservatively 1.5 mill

could be considerably more

I am doubling down. 
high risk but suspect a huge pop on latest update. I am not a trader by nature but the short term risk:reward here is very favourable