(I wrote this first bit late last night) Good morning, it’s Paul here, with the placeholder article for Tue morning. This is partly to allow subscribers an early opportunity to post your thoughts about the 7am RNS. Also, of course, in this time of market disruption, for you to all have a good old rant about anything (shares-related) that you want. I read all comments with interest. Community is really important at times like this. I’ve closed almost all my hedges (short positions) now, because I think the 20-30% price fall is probably enough. So my focus is now on adding little positions to my small caps portfolio. Although I have to say, this crisis has really made me wonder (again!) about position sizing for small caps. After all, if you cannot get out, then risk:reward might be not so good. I topped up these stocks yesterday (NOT recommendations, we have to do our own research); Beeks Financial Cloud (LON:BKS) – I tried to buy 25k shares at 80p, but only got 10k. Had to up my price to 82p to get the balance. Cloudcall (LON:CALL) – dropped sharply. My buy order was…
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