Tue 30 Aug 2022

All Ords 7230 up 37 pts or 0.5%Another poor performance today, for the same two reasons – ADN and AKP. I make some comments on ADN following today’s webinar, and on TER following release of its financials.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 7.3% fall in Audio Pixels (AKP, $14.47 down $1.14, q $14.47/15.99, … Read more

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Tue 8 Feb 2022

All Ords 7489 up 75 pts or 1.0%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 4.2% rise in Animoca on Primary Markets ($3.75 up 15¢, $6.7b) added 0.7%.A 5.3% rise in Andromeda (ADN, 20¢ up 1¢, $497m, daily, 4hrly) added 0.4%.A 1.5% rise in Alpha (A4N, 67¢ up 1¢, $533m, daily, hrly) added 0.1%.A 0.7% … Read more

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Wed 4 Aug 2021

All Ords 7779 up 28 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.4% as follows: A 2.7% rise in SciDev (SDV, 95¢ up 2.5¢, $151m, daily, hourly) added 0.9%.A 2.7% rise in Calix (CXL, $3.06 up 8¢, $489m, daily, hourly) added 0.1%.A 1.0% fall in Alpha (A4N, 49¢ down 0.5¢, $388m, daily, hourly) … Read more

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