All Ords 7106 up 56 pts or 0.8%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 0.9%. Main influences were:A 8.9% rise in Alpha (A4N, 49¢ up 4¢, $339m, daily, hourly) added 0.6%.A 6.8% rise in Andromeda (ADN, 31.5¢ up 2¢, $678m, daily, hourly) added 0.4%.A 1.3% fall in Audio Pixels (AKP, $27.00 down 35¢, $775m, daily, … Read more
All Ords 6917 down 48 pts or 0.7%Portfolio stocksAndromedaI paid a visit to Professor Vinu at the university this afternoon. He proudly showed me his very impressive nanotech laboratory facilities and was able to clarify a few points. But he very correctly did not tell me anything confidential about his work for ADN/MEP.The rise in … Read more
All Ords 6606 up 5 pts or 0.1%Trading portfolioSciDev shares (SDV, 25¢) remain in suspension and we remain in suspense.Other stocks in aggregate made no difference to portfolio value. Best were MCR +8% (to new recent high) and PIO +6%; worst were ISX -4% (pulling back a bit after its strong gains) and WAF -4%.Long … Read more
Trading portfolio This morning I purchased a holding in Synlait Milk (SM1, $11.76 up 75¢, $2.1b) at $11.41 after it broke out yesterday. I also chanced my arm and bought back some Speedcast (SDA, $4.20 down $2.51 or 37%, $1.0b) at $4.53. I had been kicking myself for being knocked out of the stock at … Read more
Trading portfolio The portfolio did poorly today, down 1.6% and wiping out all gains for the YTD. Worst was TER -11% following its quarterly, then NEA -3% and APX -3%. TER aside, there seems to be a trend at present, of marking down most of the stocks that have done very well and are perhaps … Read more