Mon 22 Jan 2024

All Ords 7693 up 41 pts or 0.7%A sea of red for the portfolios today.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:Blue Star Helium (BNL, 2.4¢, $47m or $49m diluted, daily, hrly) closed unchanged. An 11.1% fall in Meteoric Resources (MEI, 20¢ down 2.5¢, $398m or $430m diluted, daily, hrly) took 0.1%. A 0.5% fall … Read more

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Mon 29 Aug 2022

All Ords 7193 down 152 pts or 2.1%Bit of a disaster today, not unexpected given the US markets on Friday. I took my mind off it by working up estimates for TER starting from scratch. Very interesting. Portfolio performancesThe Superfund portfolio lost 4.3% as follows:A 10.7% fall in Audio Pixels (AKP, $15.61 down $1.88, $448m, … Read more

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Tue 2 Aug 2022

All Ords 7216 up 3 pts onlyMost portfolio stocks rose but only by a little, whereas SDV continued to fall heavily after hitting resistance at 35c a couple of days ago, so overall the portfolios were down. There were no announcements of note today so overall it was a pretty quiet day. And I found … Read more

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