All Ords 7686 down 14 pts or 0.2%I comment today on releases by A4N and ADN.AKP fell in response to yesterday’s quarterly, which I guess is no real surprise but I do think investors are taking too short-sighted a view.And it was good to see the strength in PET.Portfolio transactionsThis morning the Superfund sold a … Read more
All Ords 7674 up 8 pts or 0.1%Portfolio performance rescued by Animoca.Quarterlies released by A4N and TER.Bought back those A4N.Portfolio transactionsThs morning I was forced to buy back the A4N that I sold at 59.5c last week, because the stock broke its downtrend, and I paid 61.5c. The stock subsequently fell back, which was annoying, … Read more
All Ords 7200 down 121 pts or 1.7%I am back on deck today but unfortunately will be unable to write the report tomorrow because I will be undergoing a second medical procedure, this time to insert a stent in a narrowing of the left anterior descending coronary artery as identified in yesterday’s angiogram. These procedures … Read more
All Ords 7481 up 39 pts or 0.5%Another quiet day.Back doing research on ADN, hope to get a report out in due course.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 2.1% rise in Audio Pixels (AKP, $12.40 up 25¢, $359m, daily, hrly) added 0.7%. A 3.3% fall in SciDev (SDV, 29¢ down 1¢, $55m, daily, … Read more
All Ords 7442 up 23 pts or 0.3%I’m better today but my second RAT test was positive so after lunch I went and got a PCR test done. Results awaited.Three of the portfolio stocks made positive announcements so that was nice, albeit the market didn’t take much notice.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A … Read more
All Ords 7422 up 46 pts or 0.6%This is our last day in Adelaide.Viewed the live video stream of A4N’s AGM and did a little work on the ADN spreadsheet.The portfolio performance was ruined by a pullback in AKP but I was pleased to see the CXL breakout.Portfolio performancesThe Superfund portfolio lost 2.2% as follows:A … Read more
All Ords 7339 up 1.2 pts or 0.2%Another quiet day, but I was pleased to receive confirmation of the CXL allocation.Portfolio transactionsThe Superfund was allocated the CXL at $4.24 from the SPP today, so there was a nice profit at today’s closing price.Portfolio performancesThe Superfund portfolio gained 1.3% as follows:A 6.8% rise in Alpha (A4N, … Read more
All Ords 7350 evenAt the prompting of a subcriber I corrected the calc for Investment Trust performance. I had been calculating a YTD return worse than -100%, which of course is impossible. The correct figure is -80% (when PET relisted the YTD return went from +0.4% to -65% in one day, and the stock has … Read more
All Ords 6974 down 68 pts or 1.0%A busy day for me today on my ‘holiday’ with quarterlies from A4N and AKP, and an announcement from CXL which caused the shares to plummet. So I bought them. Now having buyer’s remorse.Portfolio transactionsToday the Superfund bought back at $4.49 the CXL shares it sold on 26 … Read more
All Ords 6978 up 109 pts or 1.6%I am still in NZ and finding it difficult to complete these reports. Tomorrow might be better.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 5.1% fall in Animoca on Primary Markets ($1.87 down 10¢, $1.872.00, $3.4b) took 0.8%.A 1.1% fall in Audio Pixels (AKP, $11.80 down 13¢, $341m, … Read more
All Ords 6844 down 28 pts or 0.4%Another day, another loss. And some comments on A4N, CAI and DBI.Portfolio performancesThe Superfund portfolio lost 1.3% as follows:A 5.6% fall in Alpha (A4N, 42.5¢ down 2.5¢, $345m, daily, hrly) took 0.5%.A 1.6% fall in Audio Pixels (AKP, $12.40 down 20¢, $359m, daily, hrly) took 0.5%.A 1.8% rise … Read more
All Ords 6921 down 109 pts or 1.6%Another day, another fall in valuation. But some good news on A4N.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 7.1% fall in Calix (CXL, $7.03 down 54¢, $1.14b, daily, hrly) took 0.5%.A 7.0% rise in Alpha (A4N, 46¢ up 3¢, $374m, daily, hrly) added 0.5%.A 3.3% fall in … Read more
All Ords 7080 down 146 pts or 2.0%EOS was suspended for failing to lodge its FY22 accounts with ASX. They really need to make a clarifying statement as soon as possible. Is the failure due to personnel changes and thus lodgement is merely delayed, or is the company potentially in financial diffculties and the auditor … Read more
All Ords 7226 down 4 pts or 0.1%PET, A4N and AKP all reported today, and what with that and PET’s webinar I am a bit snowed under. And the fact that EOS and SDV have not yet reported appears ominous. But no doubt they will do so tomorrow.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A … Read more
All Ords 7038 up 13 pts or 0.2%Superfund portfolio performanceThe portfolio lost 0.2% as follows:A 5.0% rise in Andromeda (ADN, 10.5¢ up 0.5¢, $327m, daily, 4hrly) added 0.4%.A 1.8% fall in SciDev (SDV, 27.5¢ down 0.5¢, $52m, daily, hrly) took 0.2%.A 1.9% fall in Animoca on Primary Markets (buyer $2.65 down 5¢, $4.9b) took 0.2%.A … Read more
All Ords 6762 up 71 pts or 1.0%Superfund portfolio performanceThe portfolio rose 1.1%, taking the gain for the week to 3.0% and the return for the financial YTD to minus 28.6%. Movements today were as follows:A 6.1% rise in SciDev (SDV, 17.5¢ up 1¢, $33m, daily, hrly) added 0.5%.A 3.5% rise in Calix (CXL, $6.29 … Read more
All Ords 6682 down 19 pts or 0.3%Superfund portfolio performanceThe portfolio lost 0.1% as follows:A 2.9% rise in Audio Pixels (AKP, $18.00 up 50¢, $517m, wkly, daily, hrly) added 0.4%.A 4.0% fall in Andromeda (ADN, 7.2¢ down 0.3¢, $224m, wkly, daily, hrly) took 0.3%.A 2.9% fall in SciDev (SDV, 16.5¢ down 0.5¢, $31m, wkly, daily, … Read more
All Ords 7319 down 115 pts or 1.5%Portfolio transactionsI sold the Brainchip shares out of the Superfund today at $1.005 compared with the average price of $1.121 paid a month ago. Disappointing. But the shares have cut though a long term uptrend so I really had no choice, it being a trading stock and all. … Read more
All Ords 7725 up 82 pts or 1.1%Superfund portfolio performanceThe portfolio fell 2.6%, taking the loss for the week to 5.0% and the return for the financial YTD to minus 8.1%. Movements today were as follows:A 26.6% panic in SciDev (SDV, 29¢ down 10.5¢, $54m, wkly, daily, hrly) took 4.4%.An 8.5% rise in Animoca on … Read more
All Ords 7642 up 95 pts or 1.3%Superfund portfolio performanceThe portfolio lost 1.2% as follows:A 6.0% fall in SciDev (SDV, 39.5¢ down 2.5¢, $74m, daily, hrly) took 1.0%.An 8.3% rise in Alpha (A4N, 66¢ up 5¢, $525m, daily, hrly) added 0.5%.A 0.4% fall in Animoca on Primary Markets ($3.55 down 10¢, $6.4b) took 0.4%.A 2.7% … Read more
All Ords 7604 down 164 pts or 2.1%Superfund portfolio performanceThe portfolio lost 1.4% as follows:A 4.1% fall in Audio Pixels (AKP, $18.51 down 79¢, $531m, daily, hrly) took 0.5%.A 6.8% fall in Alpha (A4N, 62¢ down 4.5¢, $493m, daily, hrly) took 0.5%.A 2.0% fall in Calix (CXL, $8.72 down 18¢, $1.4b, daily, hrly) took 0.2%.A … Read more
All Ords 7522 up 86 pts or 1.2%Superfund portfolio performanceThe portfolio lost 0.8% as follows:A 9.6% rise in Alpha (A4N, 62.5¢ up 5.5¢, $497m, daily, hrly) added 0.6%.A 2.3% fall in Animoca on Primary Markets ($4.30 down 10¢, $7.7b) took 0.4%.A 2.3% fall in SciDev (SDV, 42¢ down 1¢, $79m, daily, hrly) took 0.4%.A 2.6% … Read more
All Ords 7436 up 80 pts or 1.1%Superfund portfolio performanceThe portfolio gained 0.6% as follows:A 15.2% rise in Alpha (A4N, 57¢ up 7.5¢, $453m, daily, hrly) added 0.9%.A 2.3% fall in SciDev (SDV, 43¢ down 1¢, $81m, daily, hrly) took 0.4%.A 1.4% rise in Calix (CXL, $7.01 up 10¢, $1.1b, daily, hrly) added 0.1%.The others … Read more
All Ords 7575 up 2 ptsSuperfund portfolio performanceThe portfolio lost 0.4% as follows:A 5.4% fall in Andromeda (ADN, 17.5¢ down 1¢, $435m, daily, 4hrly) took 0.4%.A 1.8% fall in SciDev (SDV, 54¢ down 1¢, $101m, daily, hrly) took 0.4%.A 2.6% rise in Audio Pixels (AKP, $20.01 up 50¢, $574m, daily, hrly) added 0.3%.A 0.7% rise … Read more
All Ords 7489 up 75 pts or 1.0%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 4.2% rise in Animoca on Primary Markets ($3.75 up 15¢, $6.7b) added 0.7%.A 5.3% rise in Andromeda (ADN, 20¢ up 1¢, $497m, daily, 4hrly) added 0.4%.A 1.5% rise in Alpha (A4N, 67¢ up 1¢, $533m, daily, hrly) added 0.1%.A 0.7% … Read more
All Ords 7669 up 12 pts or 0.2%Superfund portfolio performanceThe portfolio gained 1.6% as follows:A 13.9% rise in Andromeda (ADN, 24.5¢ up 3¢, $609m, daily, 4hrly, hrly) added 1.2%.A 7.7% rise in Alpha (A4N, 70¢ up 5¢, $557m, daily, hrly) added 0.5%.A 5.0% fall in Calix (CXL, $6.41 down 34¢, $1.03b, daily, hrly) took 0.4%.A … Read more
All Ords 7717 down 80 pts or 1.0%Superfund portfolio performanceThe portfolio lost 0.4%, taking the gain for the week to 1.0% and the return for the financial YTD to 6.4%. Movements today were as follows:A 2.6% fall in SciDev (SDV, 56.5¢ down 1.5¢, $106m, daily, hrly) took 0.5%.A 6.9% rise in Alpha (A4N, 66¢ up … Read more
All Ords 7636 down 62 pts or 0.8%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.5% as follows:A 9.6% rise in Animoca ($4.00 up 35¢, $6.1b, chart) added 1.5%.A 3.5% fall in SciDev (SDV, 54.5¢ down 2¢, $102m, daily, hrly) took 0.8%.A 3.4% fall in Calix (CXL, $6.21 down 22¢, $1.0b, daily, hrly) took 0.3%.A 2.8% … Read more
All Ords 7707 up 102 pts or 1.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.0% as follows:A 6.5% rise in Calix (CXL, $6.57 up 40¢, $1.1b, daily, hrly) added 0.5%.A 6.7% rise in Andromeda (ADN, 16¢ up 1¢, $397m, daily, 4hrly) added 0.4%.A 1.7% rise in SciDev (SDV, 58.5¢ up 1¢, $110m, daily, hrly) added … Read more
All Ords 7529 down 15 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.6% as follows:A 4.0% fall in Animoca ($3.60 down 15¢, $5.5b) took 0.7%.A 6.4% fall in Calix (CXL, $6.04 down 41¢, $974m, daily, hrly) took 0.5%.A 3.0% fall in Audio Pixels (AKP, $19.01 down 51¢, $546m, daily, hrly) took 0.3%.A 4.9% … Read more