All Ords 7906 up 54 pts or 0.7%Some encouragement for the portfolios today.This report was published on Saturday morning. I ran out of time on Friday because I am spending most of my hours on Phoslock these days. But today I had more time (at the expense of my gym session though!) so was able … Read more
All Ords 7413 up 25 pts or 0.3%The rally in AKP suggests the prolonged weakness over past months is finally over.Portfolio performancesThe Superfund portfolio rose 2.6%, taking the loss for the week to 3.4% and the return for the financial YTD to minus 38.6%. Movements today were as follows:A 10.0% rise in Audio Pixels (AKP, … Read more
All Ords 7373 down 26 pts or 0.4%Superfund portfolio performanceThe portfolio gained 1.3% as follows:An 11.7% rise in Animoca on Primary Markets ($3.35 up 35¢, $6.0b) added 1.5%.A 2.4% rise in Audio Pixels (AKP, $18.95 up 45¢, $544m, daily, hrly) added 0.3%.A 2.5% fall in Alpha (A4N, 57.5¢ down 1.5¢, $457m, daily, hrly) took 0.2%.A … Read more
All Ords 7399 up 8 pts or 0.1%Superfund portfolio performanceThe portfolio gained 1.2% as follows:A 6.4% rise in SciDev (SDV, 25¢ up 1.5¢, $47m, daily, hrly) added 0.7%.A 3.1% rise in Calix (CXL, $7.67 up 23¢, $1.2b, daily, hrly) added 0.3%.A 2.4% fall in Audio Pixels (AKP, $18.50 down 45¢, $531m, daily, hrly) took 0.3%.A … Read more
All Ords 7468 down 172 pts or 2.3%Portfolio transactionsThis morning I used about a third of the cash in the Superfund to buy some BRN at $1.10 as a trade and it now accounts for 0.5% of the portfolio. A tiny position but I do like the story and the shares broke out today which … Read more
All Ords 7669 up 12 pts or 0.2%Superfund portfolio performanceThe portfolio gained 1.6% as follows:A 13.9% rise in Andromeda (ADN, 24.5¢ up 3¢, $609m, daily, 4hrly, hrly) added 1.2%.A 7.7% rise in Alpha (A4N, 70¢ up 5¢, $557m, daily, hrly) added 0.5%.A 5.0% fall in Calix (CXL, $6.41 down 34¢, $1.03b, daily, hrly) took 0.4%.A … Read more
All Ords 7927 up 148 pts or 1.9%Superfund portfolio performanceThe portfolio rose less than 0.1% as follows:A 2.0% fall in Audio Pixels (AKP, $22.04 down 46¢, $633m, daily, hrly) took 0.2%.A 3.3% rise in Alpha (A4N, 62¢ up 2¢, $492m, daily, hrly) added 0.2%.A 2.7% rise in Andromeda (ADN, 19¢ up 0.5¢, $472m, daily, 4hrly) … Read more
All Ords 7688 down 42 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.7% as follows:A 13.2% rise in Animoca (old code ABI, $3.85 up 45¢, $5.8b) added 1.9%.A 7.5% fall in Calix (CXL, $7.29 down 59¢, $1.2b, daily, hrly) took 0.7%.A 4.7% rise in Alpha (A4N, 55.5¢ up 2.5¢, $440m, daily, hrly) added … Read more
All Ords 7024 up 44 pts or 0.6%Some of you have expressed the wish to receive articles posted on the website via email. 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” then clicking … Read more
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
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
All Ords 6924 down 76 pts or 1.1%This report was delayed into the weekend because I wanted to add some detail for the new trading portfolio position within the Superfund and that took an enormous amount of time. Some parts of the spreadsheet had to be rewritten. Anyway, it’s done now.I should do the same … Read more
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
All Ords 6727 up 29 pts or 0.4%Portfolio stocksMinotaurI missed today’s AGM which I regret because I would have liked to hear what they said about the nanotech applications for halloysite. Yes, I read the presentation but what is said is more important.OthersOther than that, nothing much happened with the portfolio stocks. I do like … Read more
Trading portfolio The portfolio did well today, up 1.7% and taking the YTD return to 8.2%. While AKP (+1%) and EOS (unchanged) were mildly positive the big performers were LYC (at 12.5¢, up 1.5¢ or 14%) and FBR (at 20¢, up 2¢ or 11%). It looks as if LYC is going to have another go … Read more