4DX

Mon 1 May 2023

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All Ords 7524 up 23 pts or 0.3%Big falls in PEK, MEI and SDV meant the Superfund portfolio got slaughtered.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:A 12.8% fall in Peak Rare Earths (PEK, 54.5¢ down 8¢, $114m, daily, hrly) took 2.1%. A 6.2% fall in SciDev (SDV, 30¢ down 2¢, $57m, daily, hrly) took … Read more

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Tue 11 Apr 2023

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All Ords 7504 up 92 pts or 1.2%Good performances by A4N and PEK were offset entirely by poor performances by PET and SDV.I comment below on announcements by AKP and PEK and highight some breakouts.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 6.2% rise in Alpha (A4N, 93.5¢ up 5.5¢, $802m, daily, hrly) added 1.3%. … Read more

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