The risk with any pharma company is that the product fails during R&D. Having this many products significantly mitigates against that risk.
Bought: 4d Pharma
Alex Rand invests • AR/i
Notes on a small investment portfolio
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Sold: N4 Pharma
I can foresee the share price falling further in the short term. I may open a position again when Nuvec is further along in development.
Bought: SIMEC Atlantis Energy
Given the increasing demand for green-energy, there are surely government contracts to be won. Simec Atlantis seems well placed to win these.
Bought: EQTEC
Demand for green-tech is rising and Eqtec offers an ‘Advanced Gasification Technology’ to generate safe, green energy from different varieties of waste.
Bought: N4 Pharma
Given the need of vaccines to help defeat Covid, there will surely be a high demand for a product that increases their efficacy.
Bought: Bushveld Minerals
I currently don’t own any mining companies. Bushveld seems like a good place to start, and gains me exposure to Vanadium.
Bought: Tiziana Life Sciences
TILS looks to be an exciting company with multiple projects in the pipeline. I also like the look of the Covid product they are developing.
Held: Scottish Mortgage Investment Trust
I’m very keen on owning shares in Tesla, and SMT is overweight in this fast growing stock.
Bought: Avacta Life Sciences Ltd
I bought this at 69.5p, after asking for advice on a fast growing stock which might benefit from the COVID-19 crisis.