I’ve noticed a fair bit of weakness in my portfolio so far, and wanted to record all my recent transactions here.
Portfolio Update

Notes on a small investment portfolio
I’ve noticed a fair bit of weakness in my portfolio so far, and wanted to record all my recent transactions here.
The Affimer platform has proven to be outstanding inside the laboratory. Avacta could be a titan in the making. That’s for sure.
Their tests will likely develop significant revenues in the years to come – Covid is here to stay unfortunately. The current share price does not reflect this, and if they win the government contracts to manufacture LFTs, I expect it to rocket.
Power Metal Resources appeals due to its diverse portfolio of exploration projects and frequent communications to investors.
After a steady decline in the SP since the new year, I have taken the decision to sell my remaining shares at 1.96p
This is an investment company, with its primary focus on the ‘Mahenge Graphite Project’.
Their main license is an area of oil exploration off the Namibian coast. This is a hot spot for oil explorers right now, and they neighbour areas licensed to Exxon Mobil.
The risk with any pharma company is that the product fails during R&D. Having this many products significantly mitigates against that risk.
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.
Given the increasing demand for green-energy, there are surely government contracts to be won. Simec Atlantis seems well placed to win these.