Great as always. On another subject, you didn't invest in the relisting of DOF Group ($DOFG.OL) in the end? I managed to get allocated shares at the relisting, has been one hell of a performer so far and I am holding for the long run since I see their subsea segment and Brazilian AHTS as a very interesting edge. Would be interesting to get your take.
I looked at it at the time and opted for TDW and MRM.ax over it. Reviewing the decision objectively now DOF is the winner from relisting to today at 150%, MRM 140% and TDW at 123%. Bigger regret is not rapping my head around the torque OSVs had vs drillships as I can accept the above underperformance. Buying RIG at the same time and now sitting on a slight loss was the real opportunity cost!
Great as always. On another subject, you didn't invest in the relisting of DOF Group ($DOFG.OL) in the end? I managed to get allocated shares at the relisting, has been one hell of a performer so far and I am holding for the long run since I see their subsea segment and Brazilian AHTS as a very interesting edge. Would be interesting to get your take.
I looked at it at the time and opted for TDW and MRM.ax over it. Reviewing the decision objectively now DOF is the winner from relisting to today at 150%, MRM 140% and TDW at 123%. Bigger regret is not rapping my head around the torque OSVs had vs drillships as I can accept the above underperformance. Buying RIG at the same time and now sitting on a slight loss was the real opportunity cost!
Is this dynamic with long-dated treasuries correct, and there fore they are
risky in recession economic condition?
Rising interest rates: New bonds offer more return, making your older long-term ones less valuable.
Recession fears: Safe haven buying can drive prices up, but a real recession could hurt bond values.
Thank you for your input!
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