Tue 17 Nov 2020

All Ords 6698 up 11 pts or 0.2%Portfolio stocksSciDevThis morning prior to the open SDV announced that between 12 and 16 Nov Lewis Utting sold 749,999 shares at an average of 79¢, realising $592,500 in cash, and at the same time outlaid $80,000 by exercising 800,000 of his 10¢ options expiring 23 July 2022. He … Read more

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Thu 12 Nov 2020

All Ords 6619 down 32 pts or 0.5%Portfolio stocksPhoslockPET gave an update this morning on progress with independent investigations into the fraud perpetuated by (ex) employees in China. It would appear that the investigation is complete. The board’s audit committee is considering the recommendations made before determining what the company’s next course of action should … Read more

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Thu 5 Nov 2020

All Ords 6344 up 79 pts or 1.3%Superfund portfolioThe portfolio gained 0.4% with the main influences as follows:Phoslock shares (PET, 24.5¢, $153m) were suspended 17 September.A 1.3% fall in SciDev shares (SDV, 77¢ down 1¢, $117m, daily, hourly) took 0.5%.A 1.6% rise in Audio Pixels shares (AKP, $28.96 up 45¢, $831m, daily, hourly) added 0.3%.A … Read more

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Wed 4 Nov 2020

All Ords 6265 up 2 pts or evenSuperfund portfolioThe portfolio gained 2.1%. Main influences were as follows:Phoslock shares (PET, 24.5¢, $153m) were suspended 17 September.A 4.0% rise in SciDev shares (SDV, 78¢ up 3¢, $119m, daily, hourly) added 1.5%.A 3.2% rise in Audio Pixels shares (AKP, $28.51 up 88¢, $818m, daily, hourly) added 0.6%.A 3.7% … Read more

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Mon 2 Nov 2020

All Ords 6147 up 14 pts or 0.2%Superfund portfolioThe portfolio fell 2.6% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 4.1% fall in SciDev shares (SDV, 71¢ down 3¢, $108m, daily, hourly) cut 1.5%.A 5.7% fall in Audio Pixels shares (AKP, $27.00 down $1.64, $775m, daily) cut 1.0%.A 7.0% fall in … Read more

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Thu 29 Oct 2020

All Ords 6168 down 94 pts or 1.5%Superfund portfolioThe portfolio lost 1.9% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 3.1% fall in SciDev shares (SDV, 71.7¢ down 2.3¢, $109m, daily, hourly) cut 1.1%.A 1.6% fall in Audio Pixels shares (AKP, $28.75 down 48¢, $825m, daily) lost 0.3%.A 6.2% fall in … Read more

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Wed 28 Oct 2020

All Ords 6263 up 16 pts or 0.3%Superfund portfolioThe portfolio gained 1.0% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.SciDev shares (SDV, 74¢ even, $113m, daily, hourly) closed unchanged.A 0.7% fall in Audio Pixels shares (AKP, $29.23 down 22¢, $839m, daily, hourly) took 0.1%.A 21.4% rise in Andromeda shares (ADN, 17¢ … Read more

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Fri 23 Oct 2020

All Ords 6374 down 10 pts or 0.2%Superfund portfolioThe portfolio gained 0.8%, taking the gain for the week to 3.3% and the return for the financial YTD to 19.8%. Main movements behind today’s gain were as follows:Phoslock (PET, 24.5¢, $153m) have been suspended since 17 September.A 1.3% rise in SciDev (SDV, 80¢ up 1¢, $122m, … Read more

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Tue 20 Oct 2020

All Ords 6397 down 39 pts or 0.6%Superfund portfolioThe portfolio rose 1.7% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 0.6% rise in SciDev shares (SDV, 78¢ up 0.5¢, $119m, daily, hourly) added 0.2%.A 3.0% rise in Audio Pixels shares (AKP, $29.75 up 86¢, $854m, daily, hourly) added 0.5%.Movements in other … Read more

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Fri 16 Oct 2020

All Ords 6385 down 29 pts or 0.5%Superfund portfolioThe portfolio lost 1.3% in value, reducing the gain for the week to 4.8% and the financial YTD return to 16.5%. Main features today were:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 3.2% fall in SciDev shares (SDV, 76.5¢ down 2.5¢, $116m, daily, hourly) … Read more

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Thu 15 Oct 2020

All Ords 6414 up 27 pts or 0.4%Superfund portfolioThe portfolio gained 1.6% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 4.6% rise in SciDev shares (SDV, 79¢ up 3.5¢, $120m, daily, hourly) added 1.7%.A 1.0% rise in Audio Pixels shares (AKP, $29.40 up 30¢, $844m, daily, hourly) added 0.2%.Movements in other … Read more

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Mon 21 Sep 2020

All Ords 6014 down 44 pts or 0.7%Superfund portfolioThe portfolio lost 1.2% as follows:– Phoslock shares (PET, 24.5¢ even, $153m) remain suspended.– A 3.0% fall in SciDev shares (SDV, 65¢ down 2¢, $99m) took 1.1% from value.– A 1.0% fall in Audio Pixels shares (AKP, $24.76 down 24¢, $711m) took 0.2% from value.– A net … Read more

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Wed 16 Sep 2020

All Ords 6147 up 68 pts or 1.1%A technical problem means I can’t link to any charts beyond the ones already done. I had wanted links to ADN, FGR and NOX too. And the new breakouts of interest. Sorry about that.Portfolio transactionsThis morning I bought into Andromeda Metals (ADN, 9.7¢ even, $162m) at 10¢; the … Read more

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Thu 12 Sep

All Ords 6766 up 14 pts or 0.2%Trading portfolioSciDev (SDV, 28.5¢ even, $31m)Remains in suspension.Other holdingsThis morning I sold out of cannabis stock investor MMJ Group (MMJ) at 24¢, making a loss on the 25.5¢ paid in June, in order to buy into a second HPA stock, being Andromeda (ADN) at 4.8¢. Here are the … Read more

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