All Ords 8050 down 24 pts or 0.3%Saved by Animoca this time.Portfolio performancesThe Superfund portfolio rose 1.2%, taking the gain for the week to 7.0% and the return for the financial YTD to minus 31.5%. Movements today were as follows:A 20.7% rise in Animoca on Primary Markets ($1.05 up 18¢, 85/85¢, $2.0b) added 2.3%. Audio … Read more
All Ords 6968 up 7 pts or 0.1%Huge number of quarterlies to go through, all commented on in this report.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 33.9% rise in Animoca on Primary Markets (75, 75/80¢, $1.4b) added 2.1%. A 0.1% rise in Audio Pixels (AKP, $8.76 up 1¢, $256m, daily, hrly) added 0.1%. A … Read more
All Ords 7388 up 30 pts or 0.4%It was AKP’s turn to shine.Portfolio performancesThe Superfund portfolio gained 6.3% as follows:A 13.6% rise in Audio Pixels (AKP, $11.25 up $1.35, $329m, daily, hrly) added 5.8%. A 13.6% rise in Blue Star Helium (BNL, 2.5¢ up 0.3¢, $40m, daily, hrly) added 0.6%. A 7.6% rise in Animoca … Read more
All Ords 7507 up 90 pts or 1.2%I can’t seem to win a trick. Bought more VMM yesterday, so of course today they fell 19%. And A4N has turned down in a big way. But at least BEZ rallied. And tomorrow could be a pivotal day for AKP, one way or the other.Portfolio performancesThe Superfund … Read more
All Ords 7086 up 126 pts or 1.8%The portfolios did much better today, even with EOS falling by one third when it was reinstated on ASX, but it could just be a bear market rally. By the way the new EOS management appears to be a breath of fresh air. And lots of breakouts today.Portfolio … Read more
All Ords 7319 down 115 pts or 1.5%Portfolio transactionsI sold the Brainchip shares out of the Superfund today at $1.005 compared with the average price of $1.121 paid a month ago. Disappointing. But the shares have cut though a long term uptrend so I really had no choice, it being a trading stock and all. … Read more
All Ords 7472 up 72 pts or 1.0%Superfund portfolio performanceThe portfolio lost 0.3%, taking the gain for the week to 0.1% and the return for the financial YTD to minus 16.2%. Movements today were as follows:A 13.1% fall in Animoca on Primary Markets ($2.52 down 38¢, $4.5b) took 1.6%.A 6.3% rise in Audio Pixels (AKP, … Read more
All Ords 7604 down 164 pts or 2.1%Superfund portfolio performanceThe portfolio lost 1.4% as follows:A 4.1% fall in Audio Pixels (AKP, $18.51 down 79¢, $531m, daily, hrly) took 0.5%.A 6.8% fall in Alpha (A4N, 62¢ down 4.5¢, $493m, daily, hrly) took 0.5%.A 2.0% fall in Calix (CXL, $8.72 down 18¢, $1.4b, daily, hrly) took 0.2%.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 7683 up 16 pts or 0.2%Superfund portfolio performanceThe portfolio lost 0.7% as follows:A 2.8% fall in SciDev (SDV, 51.5¢ down 1.5¢, $97m, wkly, daily, hrly) took 0.6%.A 3.1% fall in Audio Pixels (AKP, $21.80 down 70¢, $626m, daily, 10min) took 0.4%.A 2.2% rise in Calix (CXL, $5.99 up 13¢, $966m, daily, hrly) added … Read more
All Ords 7698 up 1 pt onlyPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.7% as follows:A 7.6% fall in Animoca ($3.65 down 30¢, $5.5b, chart) took 1.3%.A 5.9% rise in Andromeda (ADN, 18¢ up 1¢, $447m, daily, hrly) added 0.4%.A 1.7% rise in Calix (CXL, $6.43 up 11¢, $1.1b, daily, hrly) added 0.1%.A 1.9% fall … Read more
All Ords 7689 down 18 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.3% as follows:A 8.8% rise in Animoca ($3.97 up 32¢, $6.0b, chart) added 1.4%.A 2.6% fall in SciDev (SDV, 57¢ down 1.5¢, $107m, daily, hrly) took 0.6%.A 5.8% rise in Alpha (A4N, 55¢ up 3¢, $436m, daily, hrly) added 0.3%.A 3.1% … Read more
All Ords 7529 down 15 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.6% as follows:A 4.0% fall in Animoca ($3.60 down 15¢, $5.5b) took 0.7%.A 6.4% fall in Calix (CXL, $6.04 down 41¢, $974m, daily, hrly) took 0.5%.A 3.0% fall in Audio Pixels (AKP, $19.01 down 51¢, $546m, daily, hrly) took 0.3%.A 4.9% … Read more
All Ords 7760 up 37 pts or 0.5%Portfolio transactionsThis morning the Superfund sold all the FGR at 18.5¢, making a reasonable profit on the 14¢ paid in June and September 2020, and put the proceeds into CXL at $5.60, adding 39% to that holding and taking its weighting to 5.1% which is the same order … Read more
All Ords 7740 up 14 pts or o0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.4% as follows:A 6.3% rise in SciDev (SDV, 93¢ up 5.5¢, $148m, daily, hourly) added 2.0%.A 8.8% rise in Animoca (prev. AB1, $1.85 up 15¢, $1.9b) added 0.6%.A 8.2% fall in Calix (CXL, $3.83 down 3+4¢, $613m, daily, hourly) took 0.3%.A … Read more
All Ords 7898 up 37 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.4%, taking the gain for the week to 0.7% and the return for the financial YTD to 5.4%. Main movements today were as follows:A 40.0% rise in Animoca (AB1, $1.75 up 50¢, in private trade).A 3.2% fall in SciDev (SDV, 92¢ … Read more
All Ords 7780 up 1ptPortfolio transactionsNone todaySuperfund portfolio performanceThe portfolio rose 0.5% as follows:An adjustment in prices for Animoca and iSignthis (see details below) added 0.7%A 1.1% fall in SciDev (SDV, 94¢ down 1¢, $149m, daily, hourly) took 0.4%.A 4.1% fall in Alpha (A4N, 47¢ down 2¢, $372m, daily, hourly) took 0.2%.A 3.1% rise in … Read more
All Ords 7209 down 72 pts or 1.0%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 2.6% as follows:A 7.0% fall in Audio Pixels (AKP, $20.00 down $1.50, $574m, weekly, daily, hourly) took 0.9%.An 11.9% fall in Andromeda (ADN, 18.5¢ down 2.5¢, $400m, daily, hourly) took 0.9%.A 1.3% fall in SciDev (SDV, 76¢ down 1¢, $116m, daily, … Read more