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Bullboard - Stock Discussion Forum Agilyx Ord Shs AGXXF

Agilyx ASA is a Norway-based company that provides recycling services. The Company’s chemical recycling technology and intelligent feedstock management system, mixed plastic waste can be converted to new virgin-equivalent plastics, as well as chemical products and fuels creating the opportunity for true circularity.

OTCQX:AGXXF - Post Discussion

Agilyx Ord Shs > Top Holding
View:
Post by retiredcf on Feb 28, 2016 3:24pm

Top Holding

Michael Decter wasn't asked about AGT when he appeared on Friday but as can be seen, it's the second largest holding in his fund. GLTA

Fund profile
 

LDIC North American Small Business Fund (Class F)

Top 5 holdings and weightings. (Feb 23rd close)
 

AGT Food & Ingredient 6.89%

Boyd Group Income Fund 5.93%

DealNet Capital 12.04%

Premium Brands Holdings 6.53%

Progressive Waste Solutions 5.63%

 
Comment by PAGODA5 on Mar 07, 2016 7:55pm
Sell this now at $37.  Trust me, it goes lower. 
Comment by Matlock on Mar 08, 2016 9:40am
You've now predicted three times on this board in two months AGT is going to plummet.  It hasn't happened yet. What is your thesis on this?
Comment by ferret_ca on Mar 08, 2016 4:59pm
I just trimmed my position today as I was fairly overweight this stock. i am now just slightly underweight a full position which I will hold for the long term. if does take one of it's dipsy dives I will add back to over weight as I still really like it, just thinking it may be getting a little ahead of itself. cheers and gl ferret
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