The Value Thread

Hi, heres my portfolio (the aptly named "pantsfolio").
Mainly tech plop (all at big discounts to cash) with one notable exception.

1. EYR (25%).Hold 120K and comprises 25% of my wealth! Valued as a basket case when clearly is not.
2. PTH (20%). Biotech plop. Big discount to cash and other assets. And an Action Group pressing for sale.
3. AOR (15%). Same as above without Action Group
4. ALK (10%). Far too cheap IMO.
5. DAG (7%). More tech plop.

Also hold in small amounts NMT, IREV, ASP and DOC.

Happy New Year and as they say in Scotland, get it right up ye!!