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Morning all!

Beautiful summer day in Sydney. Hope it’s good where you are.

Taken at 10.45 am this morning:)

Week ahead is interesting one.

Not surprisingly the ASX has opened down but as we cleared some stocks out last week we have some cash for bargain hunting.

We’ve been getting out of a few stocks over the past week as you’ll see from our updated holdings page.

You can check our position at the end of last week on the site www.insidemarket.net anytime.

We feel the timing has changed a bit for Fastbrick ASX:FBR , Titomic ASX:TTT and 4DS Memory ASX:4DS.

They are all great companies with great tech and amazing potential and in order of retaking positons we will be going TTT, 4DS and then FBR.

But we are always trying to ensure we have our small fund in the best position of getting big returns ASAP.

Waiting too long is an inefficient use of our capital and given we are in the business of making money that is bad.

Going through what we do hold at the start of this week:

ASX:3DP

We got the timing completely wrong on entering this one! We’ve copped it in the neck as a result and in fact took a big hit last week (sold off 50%) to protect against further downturn and inefficient capital. We are still holding $12k and are $5k under water. Happy to concede that we let our discipline on this one slip!!

ASX:BUD

Small holding and timing again, couldn’t have been worse. Seems like they’ve been caught up in the Getswift net by a reactive ASX. Sit and wait but exposure small.

ASX:ELS

This update is starting to depress me:) Another hit but I put this down to more bad luck than bad management. These guys are in some great spaces with some cool tech. But again we have inefficient capital so will take a 50% loss on our holdings today.

ASX:GSW

We all still waiting for Getswift and their PWC audit results. Can’t do much but be patient on that one.

ASX:LNU

Finally to a bright note. We have been doing some more homework onLinius over the past week and are convinced they must be getting close to some forward movement on sales.

They’ve appointed of a number of people to run their business in industry verticals like:

Security and defence

Anti piracy

Personalized advertising

Search

They started making these appointments in the middle of last year so if these people are good they should be getting close to locking some deals down.

Linius has also announced a collaboration with IBM: Village Roadshow is moving to roll out their software in anti piracy: they have integrated their software into Microsoft’s Azure platform and Cognitive AI platforms plus they have made the Linius VVE software available as a SaaS to developers.

As I write they are down 15%. We just bought a bunch more.

Also there is a live demo for shareholders of their software tonight (Monday) at 6.00pm Sydney (AEST) time and 8.AM Monday morning NY (EST) for investors.

Email ir@linius.com if you wish to be sent a calendar invite for this event and receive login details.

If you aren't familiar with them I have posted a link to their demo video here.

As always we wish you luck and remind you we don’t offer any investment or financial advice.