Wed 8 Feb 2023

All Ords 7741 up 27 pts or 0.4%Saved by another terrific performance by PET, out of the blue again.I comment at length on ADN and on PEK. I am familiar with ADN and think it is way too cheap, as you know by now, while the more I look at PEK the more I like … Read more

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Tue 3 Aug 2021

All Ords 7751 down 10 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 2.8% rise in SciDev (SDV, 92.5¢ up 2.5¢, $147m, daily, hourly) added 0.9%.A 3.2% rise in Andromeda (ADN, 16¢ up 0.5¢, $394m, daily, hourly) added 0.2%.A 1.0% rise in Alpha (A4N, 49.5¢ up 0.5¢, $392m, daily, hourly) added … Read more

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Wed 12 May 2021

All Ords 7281 down 51 pts or 0.7%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.6% as follows:A 20.0% rise in Andromeda (ADN, 21¢ up 3.5¢, $454m, daily, hourly) added 1.2%.A 3.4% fall in Audio Pixels (AKP, $21.50 down 75¢, $617m, daily, hourly) took 0.5%.A 4.0% fall in First Graphene (FGR, 24¢ down 1¢, $129m, daily, … Read more

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