Thu 9 Mar 2023

All Ords 7514 up 11 pts or 0.1%I have completed my initial research on PEK and make some final comments below. No doubt very boring for those of you who are not interested.Portfolio performancesThe Superfund portfolio lost 1.2% as follows:An 8.9% fall in Audio Pixels (AKP, $9.10 down 89ยข, $264m, daily, hrly) took 2.4%. A … Read more

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Mon 16 Jan 2023

All Ords 7605 up 65 pts or 0.9%It will be a busy couple of weeks for me. We have entered the all-important quarterly reporting season with PET issuing its report today. It was a reasonable quarter and I comment further below. I am looking forward to reports from the other holdings, especially those from AKP, … Read more

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Fri 30 Jul 2021

All Ords 7664 or down 31 pts or 0.4%Thank you for the feedback on the virtual portfolio. In summary, you want me to continue with the breakouts but do not care much for the portfolio. So the latter has been removed from the blog, which lifted quite a burden.I note that the gain for the … Read more

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