Thu 21 Mar 2024

All Ords 8045 up 90 pts or 1.1%BNL seems amazingly cheap.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 1.8% rise in Alpha (A4N, 86.5¢ up 1.5¢, $808m or $818m diluted, daily, hrly) added 0.5%. A 9.0% rise in Andromeda (ADN, 2.4¢ up 0.2¢, $75m, daily, hrly) added 0.5%. Animoca on Primary Markets (99¢, 85/96¢, $1.9b) … Read more

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Fri 27 Jan 2023

All Ords 7710 up 22 pts or 0.3%Rather than falling back as I had feared, last night the S&P 500 broke its bear market downtrend line. And Nasdaq looks as if it is about to do so too. So is this the end of the bear market? Quite possibly. Actually, if the weakness really is … Read more

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Wed 3 Aug 2022

All Ords 7203 down 14 pts or 0.2%The porfolios finished down a little because of falls in Animoca and AKP, offset by some rises elsewhere. No announcements of note. I spent a few hours on CXL again. And tonight I saw that NTI has popped up at last and I found a couple more breakouts … Read more

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Mon 16 May 2022

All Ords 7326 up 19 pts or 0.2%Superfund portfolio performanceThe portfolio lost 0.1% as follows:A 2.9% fall in Alpha (A4N, 59¢ down 1.5¢, $398m, daily, hrly) took 0.2%.A 2.0% fall in Andromeda (ADN, 9.7¢ down 0.2¢, $301m, daily, hrly) took 0.1%.A 0.8% rise in Audio Pixels (AKP, $18.80 up 15¢, $540m, daily, hrly) added 0.1%.A … Read more

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Wed 6 Oct 2021

All Ords 7496 down 40 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.9% as follows:A 2.0% fall in SciDev (SDV, 75¢ down 1.5¢, $119m, daily, hourly) took 0.6%.A 5.3% fall in Alpha (A4N, 45¢ down 2.5¢, $357m, weekly, daily, hourly) took 0.3%.A 7.1% rise in Animoca (old code ABI, $1.65 up 5¢, quotes … Read more

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Wed 21 Jul 2021

All Ords 7581 up 55 pts or 0.7%Portfolio transactionsVirtual portfolioI added back at yesterday’s closing prices three of the six stocks I sold yesterday, being LYC at $5.73, VUL at $8.97 and XF1 at46¢, at the usual $10,000 apiece.I also added $10,000 of Predictive Discovery (PDI, 13.5¢ up 0.5¢, $182m, daily, hourly) at yesterday’s closing … Read more

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Fri 25 Jun 2021

All Ords 7579 up 40 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 0.1%, taking the loss for the week to 0.8% and the return for the financial YTD to 30.7%. Main movements today were as follows:A 2.4% rise in SciDev (SDV, 85¢ up 2¢, $135m, daily, hourly) added 0.8%.A 2.4% fall in Audio … Read more

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Mon 14 Dec 2020

All Ords 6900 up 14 pts or 0.2%Portfolio stocksElectro OpticAnnounced it is the prime contractor for a new $34.4m contract with the Australian Army for battlefield communications. The contract is within EOS’s Defence Systems division. But much of the work will be awarded by EOS to sub-contractors. I don’t believe this to be a matter … Read more

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Thu 3 Dec 2020

All Ords 6847 up 36pts or 0.5%This post is the first one on the new website. If you have got this far it means you have subscribed to the service on a trial basis. Thank you! I hope you continue with the service once the trial period is up.Portfolio stocksAndromedaAha! ADN has at last announced … Read more

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Mon 23 Nov 2020

All Ords 6772 up 32 pts or 0.5%Portfolio stocksFirst GrapheneThe shares surged today and it would appear that the next target could be the 32¢ achieved in June 2019. The move coincided with a buy call by one of the publications issued by Port Philip Publishing and also with a video interview of Warwick Grigor … Read more

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