Graeme Newing

BSc (Hons 1) Mineral Technology, Otago 1973 Almost 30 years as a securities analyst in Australia with various stockbrokers. Now retired and maintaining an active portfolio of shares.

Portfolio transaction in API

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I sold the position in API today, at $1.835. It was a good gain as I had bought them on 4 Sep last year at 71¢, purely on the charts. There is no sign of the momentum slowing, but I needed the money. Australian Pharmaceutical Industries Ltd (ASX:API) has a market cap of over $900m … Read more

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Greenearth Energy (GER)

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I bought GER at 7.2c in November 2014. The shares are now 10¢ and with 197.6m shares on issue it capitalises the company at almost $20m. Greenearth Energy Ltd (ASX:GER) has suffered a cash deficit from operations of between $0.5m and $0.8m for each of the last four quarters and its cash position at 31 December 2014 … Read more

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Altium Ltd (ALU)

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I bought Altium (ASX:ALU) in September through October 2014 at an average price of $3.15 including brokerage. It is currently at $4.43 which gives it a market cap of $573m. At 31 December 2014 it had cash of US$59m and no borrowings. The company’s focus is on developing software design tools for engineers to create printed circuit boards … Read more

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Spookfish (SPI)

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I have held Spookfish Ltd shares (ASX:SPI) since November 2014 when I bought them at 5.4¢. They are currently 6.3¢, which with 706.5m shares on issue gives the company a market cap of about $45m. However, there are additional shares to be issued if certain milestones are achieved, being another 171.2m shares on annual revenue of $20m, and a further … Read more

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Leaf Resources (LER)

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LER is another of my portfolio stocks. I bought it between November 2014 and March 2015 at an average of just under 19¢. With 113.4m shares, at the current price of 16¢ its market cap is just over $18m. Leaf’s claim to fame is its Glycell technology, enabling very cheap production of cellulose from waste biomass. It … Read more

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Aziana Ltd (AZK)

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A new investment of mine is Aziana (ASX: AZK) . I bought at 4.7¢ on Friday and it finished the day 4.3¢. With 204.2m shares on issue it had a market cap of $8.8m. Until last week it was a mineral exploration company operating in Madagascar but on 18 March it announced a HOA to buy BrainChip Inc., … Read more

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