All Ords 7335 down 20 pts or 0.3%We are in Adelaide for a few days, having driven from Cobar yesterday.The highlight today was attending the ADN AGM. The low point was the accelerated decline of PET in the absence of any material sales contracts.Portfolio transactionsThis morning the Superfund bought more CXL at $5.06, approximately doubling … Read more
All Ords 7146 down 42 pts or 0.6%A quiet but poor day due to weakness in AKP and ADN.I estimate what TER divs could be on a range of coal prices, and comment on ADN’s presentation material.Portfolio transactionsTrading stocksThe SPZ order was completed today; it wasn’t quite filled yesterday.Portfolio performancesThe Superfund portfolio lost 2.0% as … Read more
All Ords 7055 up 81 pts or 1.2%A terrible day for the portfolios today due to large falls in Animoca, PET and to a lessor extent AKP. And there were lots of quarterlies and other announcements to digest.I don’t have time to review other stocks today because of the time spent on writing up the … Read more
All Ords 6656 down 22 pts or 0.3%Another ordinary performance.I comment on ADN and TER following recent announcements.Portfolio transactionsThis morning the Superfund completed its buy order in AKP at $13.00, taking the total addition to the holding over the last week to just under 10%. With my order completed, and another smaller one at $13.00 … Read more
All Ords 6679 down 82 pts or 1.2%Summary commentsPortfolio transactionsI was out of the office most of the day doing various things and got back about 3.30pm to see that someone had bought 612 AKP shares at $12.95. And there was a further 111 offered at $2.95. So I placed another buy order at $13 … Read more
All Ords 7056 down 24 pts or 0.3%Did a bit better than the market for once. Worked on a PET report. And ADN, having been queried by ASX on that controversial announcement made earlier in the week, provided responses that were scarcely credible. Portfolio performancesThe Superfund portfolio rose 1.7%, taking the loss for the week … Read more
All Ords 7230 up 37 pts or 0.5%Another poor performance today, for the same two reasons – ADN and AKP. I make some comments on ADN following today’s webinar, and on TER following release of its financials.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 7.3% fall in Audio Pixels (AKP, $14.47 down $1.14, q $14.47/15.99, … Read more
All Ords 7360 up 68 pts or 0.7%Bought into TER but the main feature of the day was a huge fall in ADN although thankfully the effect was more than offset by a huge rise in AKP. ADN’s fall was caused by a disturbing release by the company, while I guess AKP’s strength just reflects … Read more
All Ords 7174 up 58 pts or 0.8%Superfund portfolio performanceThe portfolio rose 2.7%, taking the gain for the week to 4.0% and the return for the financial YTD to 14.6%. Movements today were as follows:An 11.5% rise in SciDev (SDV, 34¢ up 3.5¢, $64m, daily, hrly) added 1.7%.A 5.8% rise in Audio Pixels (AKP, $17.05 … Read more
All Ords 7025 up 19 pts or 0.3%Superfund portfolio performanceThe portfolio lost 2.0% as follows:A 4.6% fall in Audio Pixels (AKP, $16.50 down 80¢, $474m, daily, hrly) took 1.0%.A 6.7% fall in SciDev (SDV, 28¢ down 2¢, $53m, daily, hrly) took 0.9%.A 7.2% fall in Animoca on Primary Markets ($2.70 down 21¢, $5.0b) took 0.8%.A … Read more
All Ords 6877 up 40 pts or 0.6%Portfolio transactionsThis morning I took advantage of the further rally in CXL to sell a few more shares at $5.84, amounting to about one sixth of the original holding, so now the sales amount to about half the holding. I don’t intend to sell any more at this … Read more
All Ords 6610 down 54 pts or 0.8%Portfolio transactionsThis morning I used most of the surplus cash in the Superfund to buy more ADN at 7.0c, adding 27% to the size of the holding. I just feel that at these prices it is too much of an opportunity to miss. The same could be said … 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 7822 up 50 pts or 0.6%Superfund portfolio performanceThe portfolio rose 1.3%, taking the gain for the week to 3.8% and the return for the financial YTD to 1.0%. Movements today were as follows:A 5.9% rise in Calix (CXL, $8.94 up 50¢, $1.4b, daily, hrly) added 0.6%.A 4.0% rise in Audio Pixels (AKP, $19.96 … Read more
All Ords 7772 up 37 pts or 0.5%Superfund portfolio performanceThe portfolio gained 0.9% as follows:A 4.5% rise in Audio Pixels (AKP, $19.20 up 83¢, $551m, wkly, daily, hrly) added 0.5%.A 3.2% rise in Alpha (A4N, 64.5¢ up 2¢, $513m, daily, hrly) added 0.2%.A 1.3% rise in Animoca on Primary Markets ($4.05 up 5¢, $7.3b) added … Read more
All Ords 7736 down 38 pts or 0.5%Superfund portfolio performanceThe portfolio gained 0.1% as follows:A 4.3% fall in Andromeda (ADN, 11¢ down 0.5¢, $342m, daily, hrly, 10min) took 0.3%.A 4.2% rise in Alpha (A4N, 62.5¢ up 2.5¢, $497m, daily, hrly) added 0.3%.A 2.1% rise in Audio Pixels (AKP, $18.37 up 37¢, $527m, daily, hrly) added … Read more
All Ords 7773 up 1 pt onlySuperfund portfolio performanceThe portfolio lost 0.1% as follows:A xx 4.7% fall Animoca on Primary Markets ($4.05 down 20¢, $7.3b) took 0.7%.A 7.5% rise in Calix (CXL, $8.50 up 59¢, $1.4b, daily, hrly) added 0.7%.A 4.8% fall in Alpha (A4N, 60¢ down 3¢, $477m, daily, hrly) took 0.3%.A 2.3% rise … Read more
All Ords 7772 up 37 pts or 0.5%Portfolio transactionsThis morning I used some of the proceeds from last week’s partial selldown of Animoca shares to buy some more ADN at 11¢, lifting my holding by just under 20% and dropping my average purchase price from 17.7¢ to 16.6¢.Superfund portfolio performanceThe portfolio rose 1.5%, taking the … Read more
All Ords 7735 down 54 pts or 0.7%Superfund portfolio performanceThe portfolio lost 0.6% as follows:A 17.4% fall in Andromeda (ADN, 9.5¢ down 2¢, $295m, daily, hrly, 10min) took 0.9%.A 4.8% rise in SciDev (SDV, 44¢ up 2¢, $83m, daily, hrly) added 0.8%.A 2.1% fall in Calix (CXL, $7.77 down 17¢, $1.3b, daily, hrly) took 0.2%.A … Read more
All Ords 7788 down 45 pts or 0.6%Portfolio transactionsToday I sold 21% of the Animoca holding in the superfund through Primary Markets at an average of $4.36, prior to deducting Primary Market’s fee of 6%. I will use some of the proceeds to comply with the remaining pension drawdown requirement for 2022, and leave the … Read more
All Ords 7665 up 44 pts or 0.6%Superfund portfolio performanceThe portfolio gained 1.2% as follows:A 15.7% rise in Calix (CXL, $8.05 up $1.09, $1.3b, daily, hrly) added 1.3%.A 5.0% rise in Audio Pixels (AKP, $19.00 up 90c, $545m, daily, hrly) added 0.5%.A 5.0% fall in Andromeda (ADN, 19c down 1c, $581m, daily, 4hrly) took 0.4%.A … 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 7414 down 5 pts or 0.1%Superfund portfolio performanceThe portfolio lost 0.8% as follows:A 5.3% fall in Animoca on Primary Markets ($3.60 down 20¢, $6.5b) took 0.9%.A 1.7% rise in Calix (CXL, $5.39 up 9¢, $869m, daily, hrly) added 0.1%.A 0.8% fall in Alpha (A4N, 66¢ down 0.5¢, $525m, daily, hrly) took 0.1%.A 0.1% … Read more
All Ords 7419 up 44 pts or 0.6%Superfund portfolio performanceThe portfolio lost 1.2%, taking the gain for the week to 1.0% and the return for the financial YTD to 2.6%. Movements today were as follows:A 5.0% fall in Animoca on Primary Markets ($3.80 down 20¢, $6.8b, chart) took 0.9%.A 4.5% fall in Audio Pixels (AKP, … Read more
All Ords 7268 up 2 ptsSuperfund portfolio performanceThe portfolio gained 0.1% as follows:A 4.3% fall in Alpha (A4N, 67¢ down 3¢, $533m, daily, hrly) took 0.3%.A 1.3% rise in Animoca on Primary Markets ($4.05 up 5¢, $7.3b) added 0.2%.A 2.7% rise in Andromeda (ADN, 19¢ up 0.5¢, $472m, daily, 4hrly) added 0.2%.A 1.0% fall in … Read more
All Ords 7442 down 49 pts or 0.6%Superfund portfolio performanceThe portfolio lost 3.5% as follows:A 4.8% fall in Animoca ($4.19 down 21¢, $7.5b) took 0.9%.A 8.7% fall in Andromeda (ADN, 21¢ down 2¢,$522m, daily, 4hrly, hrly) took 0.8%.A 8.6% fall in Calix (CXL, $5.60 down 53¢, $903m, daily, hrly) took 0.6%.A 2.8% fall in SciDev … 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 7657 down 79 pts or 1.0%Superfund portfolio performanceThe portfolio gained 1.3% as follows:A 15.0% rise in Animoca ($4.60 up 60¢, $8.3b) added 2.5%.A 3.5% fall in SciDev (SDV, 55¢ down 2¢, $103m, daily, hrly) took 0.7%.A 3.6% fall in Calix (CXL, $6.75 down 25¢, $1.09b, daily, hrly) took 0.3%.A 1.0% fall in Audio … Read more
All Ords 7762 up 52 pts or 0.7%Superfund portfolio performanceThe portfolio gained 0.2% as follows:A 13.2% rise in Andromeda (ADN, 21.5¢ up 2.5¢, $534m, daily, 4hrly, hrly) added 1.0%.A 2.5% fall in Animoca ($3.90 down 10¢, $5.9b) took 0.4%.A 1.7% fall in SciDev (SDV, 59¢ down 1¢, $111m, daily, hrly) took 0.4%.A 4.3% rise in … Read more
All Ords 7626 up 8 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 4.7%, taking the gain for the week to 4.0% and the return for the financial YTD to 5.7%. Movements today were as follows:A 27.4% rise in Audio Pixels (AKP, $24.20 up $5.20, $695m, wkly, daily, hrly, 5min) added 2.9%.An 8.0% rise … Read more