All Ords 7737 up 34 pts or 0.4%Calm before the storm?Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 12.0% rise in Besra Gold (BEZ, 14¢ up 1.5¢, $59m or $65m diluted, daily, hrly) added 0.6%. A 1.5% rise in Alpha (A4N, 99.5¢ up 1.5¢, $929m or $941m diluted, daily, hrly) added 0.4%. A 4.5% rise … Read more
All Ords 7420 up 95 pts or 1.3%Portfolio transactionsYou might remember that a week or two ago within the Superfund I sold half the Andromeda (ADN) holding at 23¢ and with the proceeds bought into Latin Resources (LRS) at 6.4¢, on the basis that LRS appeared to be another halloysite play yet was a fraction … Read more
All Ords 7122 down 12 pts or 0.2%TransactionsNone today.Superfund portfolio performanceThe main portfolio scarcely changed in value; a big move in AKP was offset by a modest fall in SDV. In more detail, the stocks performed as follows:A 9.6% rise in Audio Pixels (AKP, $29.49 up $2.59, $846m, daily, hourly) added 1.2%.A 3.3% fall in … Read more
All Ords 7134 up 32 pts or 0.5%Superfund portfolioBreakout transactionsThis morning I sold just over 1% of the SciDev holding (SDV, 75.5¢ down 1.5¢, $116m) at 75¢, making a good profit on the 7¢ it cost in March 2019 although not so much on the 58¢ marked to market at 30 June 2020.With the proceeds … Read more
All Ords 7102 down 59 pts or 0.8%Superfund portfolioBreakout transactionsThis morning I sold out of Dicker Data (DDR, $12.38 up 13¢, $2.1b, daily, hourly) at $12.16, making a small profit on the $11.17 paid on 14 January. DDR has a good solid business and is thus lower risk than my typical holding but I needed … Read more