All Ords 7785 up 37 pts or 0.5%Now in the quarterly reporting season. Am not sure whether any of the reports for the portfolio stocks will be that exciting with anything material already reported. The one exception could be AKP but if history is any guide ……Portfolio performancesThe Superfund portfolio broke even, taking the loss … Read more
All Ords 7031 up 126 pts or 1.8%I am in Newport and St Ives this week visiting family so have less time to do these reports.Another poor performance from the portfolios thanks to weakness in PET more than offsetting a rise in AKP. And there is really no market in AKP so its rise today … Read more
All Ords 6761 up 101 pts or 1.5%A better performance today.Portfolio transactionsThis morning I put my money where my mouth is and through the Superfund bought some AKP at 10.31am at just under $13, increasing the holding by about 6%. The market is so thin that there were no trades recorded after that (and only … Read more
All Ords 7279 up 19 pts or 0.3%The feature of the day was a big recovery in Animoca to $2.80 although I should add it may not be sustained because the closing offer was only $2.55; Animoca being thinly traded, that circumstance is not uncommon. And on the research front I hope to publish a … Read more