Tue 6 Dec 2022

All Ords 7488 down 40 pts or 0.5%Another quiet day.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 2.2% rise in Audio Pixels (AKP, $11.45 up 25¢, $331m, wkly, daily, hrly) added 0.7%. A 3.4% rise in Alpha (A4N, 75¢ up 2¢, $643m, daily, hrly) added 0.5%. A 2.7% fall in Phoslock (PET, 3.6¢ down 0.1¢, … Read more

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Wed 4 May 2022

All Ords 7565 down 23 pts or 0.3%Superfund portfolio performanceThe portfolio lost 1.4% as follows:A 5.5% fall in SciDev (SDV, 26¢ down 1.5¢, $49m, wkly, daily, hrly, 10min) took 0.7%.A 5.5% fall in Alpha (A4N, 60¢ down 3.5¢, $477m, daily, hrly) took 0.4%.A 6.2% fall in Andromeda (ADN, 9.1¢ down 0.5¢, $282m, daily, hrly) took … Read more

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Tue 2 Nov 2021

All Ords 7647 down 45 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio plummeted 2.4% as follows:A 9.0% fall in SciDev (SDV, 65.5¢ down 6.5¢, $104m, weekly, daily, hourly) took 2.5%.A 5.0% rise in Animoca (old code ABI, $2.10 up 10¢, quotes $2.01/$2.30, $3.2b) added 0.4%.A 5.7% fall in Andromeda (ADN, 16.5¢ down 1¢, $406m, … Read more

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Mon 27 Sep 2021

All Ords 7691 up 41 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio plummeted 3.3% as follows:A 22% fall in Animoca (old code ABI, $1.40 down 40¢, quotes $1.36/1.78, $2.0b, daily) took 1.7%.A 5.1% fall in SciDev (SDV, 84¢ down 4.5¢, $134m, daily, hourly) took 1.6%.A 4.8% rise in Calix (CXL, $5.20 up 24¢, $833m, … Read more

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Mon 9 Aug 2021

All Ords 7804 down 3 ptsSuperfund portfolio performanceThe portfolio dropped 1.1% as follows:A 1.7% fall in SciDev (SDV, 94.5¢ down 1.5¢, $150m, daily, hourly) took 0.5%.A 1.9% fall in Audio Pixels (AKP, $27.64 down 54¢, $793m, daily, hourly) took 0.3%.A 3.3% fall in Alpha (A4N, 45.5¢ down 1.5¢, $360m, daily, hourly) took 0.2%.A 4.8% fall … Read more

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Fri 5 Feb 2021

All Ords 7113 up 75 pts or 1.1%Superfund portfolioBreakout transactionsNone today.PerformanceThe portfolio rose 1.8%, taking the gain for the week to 1.5% and the return for the financial YTD to 21.9%. Main features today were as follows:An 8.9% rise in Audio Pixels (AKP, $29.40 up $2.40, $844m, weekly, daily) added 1.2%.A 9.3% rise in Andromeda … Read more

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Wed 30 Dec 2020

All Ords 6943 down 19 pts or 0.3%Some of you have expressed the wish to receive an email when something is posted on the website. You can now choose this option by scrolling to the bottom of any post, adding a comment, clicking on the box for “Notify me of any new posts by email” … Read more

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Thu 24 Dec 2020 updated

All Ords 6918 up 25 pts or 0.4%MERRY CHRISTMAS EVERYONE,AND THANKS FOR SUBSCRIBING!Superfund portfolioPerformanceThe portfolio lost 0.7%, taking the loss to the week to 0.7% also, and the return for the financial YTD to 19.2%. Main influences were as follows:A 6.9% fall in Andromeda (ADN, 27¢ down 2¢, $581m undiluted, daily, hourly) took 0.4%.A 7.9% … Read more

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Tue 8 Dec 2020

All Ords 6922 up 13 pts or 0.2%Portfolio stocksAndromedaADN came back on this morning after the release of drill results from the Wudinna gold project on the Eyre Peninsula. I am not sure why it took so long to release but my guess is that the ASX stuck their oar in. Anyway, there was only … Read more

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Thu 22 Oct 2020

All Ords 6384 down 19 pts or 0.3%Superfund portfolioThe portfolio gained 0.7% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 0.6% rise in SciDev shares (SDV, 79¢ up 0.5¢, $120m, daily, hourly) added 0.2%.A 1.5% rise in Audio Pixels shares (AKP, $30.45 up 45¢, $874m, daily, hourly, 10min) added 0.3%.Movements in … Read more

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Tue 21 May

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

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Tue 19 Feb

All Ords 6184 up 13 pts or 0.2%Trading portfolioThe portfolio fell 0.4% today, the main influences being BRB -3%, BID -4%, ATU -3% and GOR -3%. Best on the positive side were CUV +4% (it made another new high) and CYL +4%.I find it interesting that most of the gold stocks fell despite the rise … Read more

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Fri 25 Jan

All Ords 5971 up 41 pts or 0.7%Have finally discovered how to put links to pdf documents into the text.Trading portfolioThe portfolio rose 0.4% today. Best performers were BGL +5% and BID +4%. Worst was ATU -5%.Long term portfolioThe portfolio rose 0.2% today. There were no significant movements. And nothing more to say. AVZ Minerals … Read more

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