Mon 22 Apr 2024

All Ords 7902 up 85 pts or 1.1%BEZ in the doldrums.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 6.2% rise in Andromeda (ADN, 1.7¢ up 0.1¢, $53m, daily, hrly) added 0.2%. A 3.1% rise in Red Metal (RDM, 16.5¢ up 0.5¢, $49m or $59m diluted) added 0.1%. Alpha (A4N, $1.09, $1.02b or $1.04b diluted, daily, … Read more

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Thu 6 Oct 2022

All Ords 7034 up 3 pts onlySummary commentsPortfolio performancesThe Superfund portfolio gained 2.5% as follows:An 11.5% rise in SciDev (SDV, 29¢ up 3¢, $55m, daily, hrly) added 1.2%.A 5.8% rise in Phoslock (PET, 5.5¢ up 0.3¢, $34m, daily, hrly, 10min) added 0.7%.A 6.8% rise in Andromeda (ADN, ¢¢, $146m, daily, hrly) added 0.4%.A 2.3% rise … Read more

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Fri 14 Jan 2022

All Ords 7717 down 80 pts or 1.0%Superfund portfolio performanceThe portfolio lost 0.4%, taking the gain for the week to 1.0% and the return for the financial YTD to 6.4%. Movements today were as follows:A 2.6% fall in SciDev (SDV, 56.5¢ down 1.5¢, $106m, daily, hrly) took 0.5%.A 6.9% rise in Alpha (A4N, 66¢ up … Read more

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Mon 15 Feb 2021

All Ords 7150 up 69 pts or 1.0%Portfolio transactionsBreakouts portfolioThis morning I sold half the Calix holding (CXL, $1.625 up 2.5¢, $242m, daily, 30min) at $1.625, making a reasonable profit on the $1.305 paid on 21 January. They broke their short term uptrend last week and then rallied a little today so I decided to … Read more

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