Strix Group: (KETL.L, Aim 100, Market cap.¬†¬£262m, 138p, 2.0% of JIC Portfolio and 0.0% of JIC Top 10):¬†
On 6th¬†and 14th¬†February I sold in two tranches, my position in Strix Group on concerns that supplies from China would be interrupted.
I have today bought some of the stock back at 139p, some 25% lower than my sell price.
At 139p it is on a prospective December 2019 dividend yield of 5.6%.
Strix has a strong balance sheet, is highly cash generative and looks to me good value again on a one year plus basis.
On Stockopedia it has StockRank of 90 (Quality 86, Value 57 and Momentum 73)
FWIW, Simply Wall Street believes it to be trading 51.8% below fair value!