All Ords 6949 down 27 pts or 0.5%Another terrible day for the portfolios led by a further collapse in PET. Hopefully it is near a bottom. On the research front I published a report on SDV; some unanswered questions there.Portfolio performancesThe Superfund portfolio lost 5.2% as follows:A 25% fall in Phoslock (PET, 6¢ down 2¢, … Read more
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