A frustrating time over the last week, with the portfolio up, down and all over the place. Some nice gains being offset by some strong fallers.

Globus Maritime (GLBS) has been a star ever since I bought, up over 28% in last week, so much that I have taken a little bit of profit off the table. Its very illiquid & can move quickly in either direction. It still looks cheap to me here & given the big volumes over the last few days clearly other buyers agree with me.

Eros International (EROS) is worth highlighting with a strong move upwards over the last two days. It seems that the large seller may finally be finished and Canaccord Adams reiterated their buy recommendation with a target price of 313p yesterday.

The current volatility is well illustrated by Geong (GNG) & Kryso Resources (KYS), both down about 20% from where they were last week. These type of moves can happen quite often on small caps and its easy to be shaken out of your position. I am confident in the long term prospects of both so I am happy to hold on and in fact added £100 per pt in KYS @ 11p today as some buying came in.

Overall happy with how the portfolio looks right now and am hopeful of a good run for the rest of the month.