CNB

Tue 11 Apr 2023

by

All Ords 7504 up 92 pts or 1.2%Good performances by A4N and PEK were offset entirely by poor performances by PET and SDV.I comment below on announcements by AKP and PEK and highight some breakouts.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 6.2% rise in Alpha (A4N, 93.5¢ up 5.5¢, $802m, daily, hrly) added 1.3%. … Read more

To access this post, you must purchase a membership.

Wed 8 Feb 2023

by

All Ords 7741 up 27 pts or 0.4%Saved by another terrific performance by PET, out of the blue again.I comment at length on ADN and on PEK. I am familiar with ADN and think it is way too cheap, as you know by now, while the more I look at PEK the more I like … Read more

To access this post, you must purchase a membership.