From JF page tonight and our "friend" Nisse writes (google translated)
"Sometimes JF his standard recommended portfolio. A day like today. JF has over time the focus mainly on the gold-silver-oil lithium-HITEC.
How it looks today:
G U L D: Semafo, Sandstorm Gold, Endeavour Mining
Oil: Peter Lundin, Ecopetrol, Maurel & Prom, Gran Tierra
Silver / lithium: Excellon, Endeavour Silver, Fortuna Silver, Lithium America
Hi-tec Tobii, Clavister, CellaVision
Strong spices for those who so desire (high chance-risk): Maya Gold & Silver, Enquest
We do not have the heavy companies within rsp sector as they often have heavy overheads and hard to make money on lower prices. Nor have we with matbolagen, who looks to be in consolidation phase"
Where guld is gold and matbolagen is basically food companies.
So there it is a probable reason there is a sell off in SIAF is because JF told it's followers that gold,oil,silver, lithium and hight tec is the way to go. And not mentioning siaf in the basic portfolio
On the positive note ia that when JF tells to turn around people will follow. In the mean time maybe or hopefully Solomon will show his legs to get some attention from other corners of the world. I see some funny translation in the above quoted text. But never mind.
AI
