All Ords 7246 up 23 pts or 0.3%AKP rules.Portfolio performancesThe Superfund portfolio lost 1.0% as follows:A 10.3% rise in Besra Gold (BEZ, 16¢ up 1.5¢, $67m or $71m diluted, daily, hrly) added 0.6%. A 4.7% rise in Blue Star Helium (BNL, 2.2¢ up 0.1¢, $43m or $46m diluted, daily, hrly) added 0.4%. A 0.3% rise … Read more
All Ords 7287 down 4 pts or 0.1%Portfolio transactionsThe rest of my buy order for LRS at 6.4¢ was completed today when the stock fell in a heap.Superfund portfolio performanceThe portfolio lost 1.6% as follows:A 2.1% fall in SciDev (SDV, 90¢ down 2¢, $138m, daily, hourly) took 0.8%.A 3.2% fall in Alpha (A4N, 60¢ down … Read more
All Ords 6926 down 17 pts or 0.2%Trading portfolioSciDev (SDV, 64.5¢ up 2.5¢, $83m)The rise added 2.5% to portfolio value and importantly cut through the first of the resistance levels. The main resistance level now relates to the November high of 75.5¢. Here are the daily and hourly charts.Other holdingsMovements in the other holdings shaved … Read more
All Ords 6792 down 52 pts or 0.7%Trading portfolioSciDev (SDV, 57¢ up 5¢, $70m)The 10% rise in price added 5.2% to portfolio value and took the shares to a 60% portfolio weighting. It came after the company announced a couple of senior appointments, including a COO, but perhaps the rise was unrelated to that.As seen … Read more
All Ords 6584 up 20 pts or 0.3%Trading portfolioThe portfolio fell 1.5% with a number of stocks falling significantly. They were led by YOJ -16%, TGM -7%, ISX -5% and DCC -6%. One bright spot was RSH +7%.YOJ (10.5¢ down 2¢) continues to pull back from its run last week.I was monitoring TGM (14¢ down … Read more
All Ords 6140 down 9 pts or 0.1%Trading portfolioThe portfolio had a phenomenal day, up 3.7%. By far the main influence was SDV +25%, which now accounts for 11% of the portfolio. Other strong contributors were BRB +9%, ATU +7% and VTG +7%. BID -2% was the main negative, with the fall due to profit-taking … Read more