Investment journal 16.8.2019: Glaston exit

6.8.2019 Sold all Glaston @ 1.19-1.275 I sold half of my position, which was originally quite big 9 %, already few weeks ago @ 1,275 eur because I lost conviction on the trade. I had just realized 50% loss on CAFOM, and decided to haircut positions across the board as I lost some confidence. Now …

Investment journal 16.8.2019: Apetit house keeping H119

Mixed feelings of the H1/19 report. Frozen Food segment improved operative EBIT by 1 MEUR to 1 MEUR. H2/18 the comparable EBIT was 2,3 MEUR. If H2/19 also improves by 1 MEUR then run rate frozen operative EBIT would be 4,3 MEUR or higher range of my estimate in the last Apetit journal. So Frozen …