RE:Nine Points Energy FundBased on the top holdings list from nov vs oct he sold arx, pou, and Pd plus part sale of meg. He added cnq and cpg. A chunk of that 23% would be profits he booked in November. Did he Twitter what he was adding since month end? I don't follow Twitter.
dropthegloves wrote: I noticed in Eric Nuttall's most recent tweet he said he has a 23% cash position that he will be deploying in the coming days. I wonder what companies he sold recently to hold such a large cash position. VII was one of his top holdings