Dear Paul,

I have Kogan on my Commsec Watchlist and noted a 10% fall today (25/07/18).

Are you aware of the reason, as I would like to get into this game !

Regards,

I have a small holding of Iron Mountain shares held in my SMSF. I have just had notification that the shares are to be de-listed on the ASX and converted to Common Shares on the NYSE. Should I consider selling the shares prior to the de-listing (making a small profit on today’s price) or hang on and convert to NYSE? I believe there will be some tax implications on owning US shares directly.

SF1 – spookfish
What is your comment/recommendation on this one ? It is competing with NEA on a minuscule basis with a difference that NEA is going north and SFI going south.
Could this small player hold the possibility of a takeover by NEA or similar ?
Or, is it a late comer on a saturated market ?

I read Charlie’s note on APT as a SELL. I do respect his opinion as almost a gospel truth and have followed his FMG success story. But from memory he also commented on CYB and now APT.
It us unsure what sort of holding Charlie asks us to hold or sell within ? APT has exponentially shot and gone up even after his comments to SELL. Do you still maintain a sell ? What price do you reckon the sale will be ? People who might have listened to your SELL call, have made loss (opportunity) compare who did not and made extra profit. Always good to see your comments /recommendations (not advise) with a chart and some more quantitative figures.

This question is for Charlie Aitken.

The Aitken Investment fund has a high conviction on Kidman Resources which the share price of late has pulled back considerably. I expect this is partly due to a drop in lithium prices.
What are Charlies thoughts on this?
Thank you to you both.

Regards