All Ords 7938 evenAn even quieter day.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 0.9% rise in Alpha (A4N, $1.00 up 1¢, $1.03b or $1.05b diluted, daily, hrly) added 0.3%. Animoca on Primary Markets ($1.00, $0.90/0.98, $1.9b) last traded 19 April. Andromeda (ADN, 1.9¢, $59m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or … Read more
All Ords 7703 down 47 pts or 0.6%Still working on BEZ.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 3.2% rise in Alpha (A4N, 98¢ up 3¢, $915m or $927m diluted, daily, hrly) added 0.8%. A 1.0% rise in Audio Pixels (AKP, $8.25 up 8¢, $241m or $260m diluted, daily, hrly) added 0.4%. Animoca on Primary … Read more
All Ords 6972 up 29 pts or 0.4%Portfolio transactionsThis morning I sold out of another two of the breakouts stocks within the Superfund, A3D and TTT, in order to provide funding for a proposed pension payment.Aurora Labs (A3D, 13¢ even, $20m, hourly) was sold at 13¢ for a gain on the 11.3¢ paid a month … Read more
All Ords 7134 up 32 pts or 0.5%Superfund portfolioBreakout transactionsThis morning I sold just over 1% of the SciDev holding (SDV, 75.5¢ down 1.5¢, $116m) at 75¢, making a good profit on the 7¢ it cost in March 2019 although not so much on the 58¢ marked to market at 30 June 2020.With the proceeds … Read more
All Ords 7102 down 59 pts or 0.8%Superfund portfolioBreakout transactionsThis morning I sold out of Dicker Data (DDR, $12.38 up 13¢, $2.1b, daily, hourly) at $12.16, making a small profit on the $11.17 paid on 14 January. DDR has a good solid business and is thus lower risk than my typical holding but I needed … Read more
All Ords 7051 up 36 pts or 0.5%Superfund portfolioPerformanceThe portfolio fell 0.3% as follows:A 2.5% fall in SciDev (SDV, 78¢ down 2¢, $120m, daily, hourly) took 0.9%.A 6.9% rise in First Graphene (FGR, 31¢ up 2¢, $164m, weekly, daily, hourly) added 0.4%.A 4.6% rise in Alpha (A4N, 34¢ up 1.5¢, $235m, daily, hourly) added 0.2%.A … Read more