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Last edited 2 years ago
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Performance (49m)
51.9% pa
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Straws
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#Considerations
stale
Added 2 years ago

Hey @tbra97 I don’t have any great insights to offer on QPM sorry, it has always been a bit of a speculative play for me and my position in my real portfolio is not as big as the strawman one. 


I accumulated my position between 3.6 - 8c and trimmed some at 20c. I noticed it had shown up in monthly letters recently of a few resource specific funds more recently which increased my confidence. That combined with what looked like exaggerated selling which may have been in part tax loss related is why I thought it looked a decent bet at 12.5c