RECO — Position Hub · Vaapad Capital

RECO

Energy

Position closedPosition fully closed — last exit 04. Juni 26.· held 5 months

A retrospective, descriptive note on holding status — not investment advice. Live weight, entry and P&L stay in the sections below (subscriber-gated).

Current positionSubscribers

No current live-book snapshot for RECO in this environment.

Weight, entry and P&L are read from the reconciled brokerage snapshot with a LIVE/STALE/FALLBACK/SHADOW freshness ribbon. When RECO is an open position in the founder's book, the figures render here for subscribers; otherwise this stays an honest empty state rather than showing fabricated numbers.

The thesis

No public thesis published for RECO yet.

The public thesis is drawn from the founder's published field notes. When a public note tagging RECO goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers — their content is never surfaced here.

Why it moved today

No live quote for RECO right now — there is no move to describe. This box fills in automatically once a fresh market quote is available.

Rewards

RECO gives the book Energy exposure — see how that sits in the overall sector mix.
RECO has 1 fully round-tripped call(s) on the public ledger — every one scored, winners and losers.

Risks

RECO is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.
Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.

Position scorecard

71avg / 100 · partial

Track record— 100% hit rate over 1 closed call.

Fundamentals

Fundamentals for RECO are not available from the current data source.

Valuation multiples, key financials and ownership/float are read from the platform's third-party market-data provider. They render here automatically once the provider returns data for RECO (equities resolve; indices, FX and some illiquid names do not).Follow-up integration for filing-grade fidelity: wire IBKR CPAPI /iserver/fundamentals (or a licensed provider) behind the same fundamentals shape — the UI and scorecard consume the shape, not the source, so it is a drop-in swap. Nothing here is fabricated in the meantime.

Conviction history

Field note21. Juli 26
Field note (subscriber)
Reconnaissance Energy Africa — das Kavango-Becken
Trimming04. Juni 26
Trimmed position
1,700 @ 1.16 CAD
Trimming04. Juni 26
Trimmed position
2,200 @ 1.17 CAD

Position history

35 fillsNet 0 unitsBought 23,500Sold 23,50029. Dez. 25 → 04. Juni 26

Date	Action	Qty	Price	Value	Running net
04. Juni 26	SELL	3,000	1.16 CAD	3,480 CAD	0
04. Juni 26	SELL	2,200	1.17 CAD	2,574 CAD	3,000
04. Juni 26	SELL	1,700

RECO on the Call Ledger

Closed	Dir	Entry → Exit	Hold	Return
04. Juni 26	LONG	0.846 → 1.02 CAD	157d	+20,65%

Field notes mentioning RECO

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.