All Ords 7327 down 18 pts or 0.2%Am very pleased to have attended the CXL AGM today.Portfolio performancesThe Superfund portfolio lost 0.8% as follows:A 4.1% fall in Alpha (A4N, 59¢ down 2.5¢, $506m, daily, hrly) took 0.6%. A 4.4% fall in Phoslock (PET, 4.3¢ down 0.2¢, $27m, daily, hrly) took 0.6%. A 6.1% rise in … Read more
All Ords 7345 down 5 pts or 0.1%I am in St Ives tonight in between attending the SDV AGM today and the CXL AGM tomorrow. And when I get back home I will have to think about where to deploy the funds released from sale of CXL (see below). Perhaps I will wait and see … Read more
All Ords 7150 up 21 pts or 0.3%Modest gains today.Sold out of TER at a loss and applied for CXL shares in the SPP.One new breakout of interest in IGL.Portfolio transactionsThis morning the Superfund sold out of TER at 88.5c. Had bought them at $1.10 so made a sizeable loss. They are cum a quarterly … Read more
All Ords 7055 up 81 pts or 1.2%A terrible day for the portfolios today due to large falls in Animoca, PET and to a lessor extent AKP. And there were lots of quarterlies and other announcements to digest.I don’t have time to review other stocks today because of the time spent on writing up the … Read more
All Ords 6974 down 68 pts or 1.0%A busy day for me today on my ‘holiday’ with quarterlies from A4N and AKP, and an announcement from CXL which caused the shares to plummet. So I bought them. Now having buyer’s remorse.Portfolio transactionsToday the Superfund bought back at $4.49 the CXL shares it sold on 26 … Read more
All Ords 6919 down 81 pts or 1.2%I am writing this from St Ives tonight and will be in NZ for a week or so from tomorrow but will try to cover the quarterlies, etc.Portfolio transactionsThis morning the Superfund sold its remaining CXL shares at an average of just over $4.80 against a book value … Read more
All Ords 7000 up 24 pts or 0.3%PET killed me today but really no surprise. Great long term potential but….And CXL made an important announcement regarding a capital raise and a licence deal with Heidelberg.Portfolio performancesThe Superfund portfolio lost 1.3% as follows:A 6.4% fall in Phoslock (PET, 4.4¢ down 0.3¢, $27m, daily, hrly) took 0.8%.A … Read more
All Ords 6854 down 94 pts or 1.4%Another day, another loss. And I comment on CXL, PET and TER.Portfolio performancesThe Superfund portfolio lost 2.8% as follows:A 6.6% fall in Audio Pixels (AKP, $12.10 down 85¢, $350m, daily, hrly) took 2.3%.A 4.7% fall in Andromeda (ADN, 4.1¢ down 0.2¢, $128m, daily, 4hrly) took 0.3%.A 1.9% fall … Read more
All Ords 7208 up 5 pts or 0.1%SDV +6.6% and AKP +3.6% were the stars today. Other movements were relatively minor. There were no announcements of note. I again spent a few hours working on CXL, still on the potential for royalties from the steel industry, which I now envisage as potentially even more important … Read more
All Ords 7203 down 14 pts or 0.2%The porfolios finished down a little because of falls in Animoca and AKP, offset by some rises elsewhere. No announcements of note. I spent a few hours on CXL again. And tonight I saw that NTI has popped up at last and I found a couple more breakouts … Read more
All Ords 7433 down 39 pts or 0.5%Superfund portfolio performanceThe portfolio lost 1.1% as follows:A 4.0% fall in Audio Pixels (AKP, $20.25 down 85¢, $581m, daily, hrly) took 0.6%.A 3.2% rise in Animoca on Primary Markets ($2.60 up 8¢, $4.7b) added 0.3%.A 4.6% fall in Alpha (A4N, 51.5¢ down 2.5¢, $410m, daily, hrly) took 0.3%.A … Read more
All Ords 7463 up 8 pts or 0.1%Superfund portfolio performanceThe portfolio lost 1.7% as follows:An 8.4% fall in Audio Pixels (AKP, $18.13 down $1.67, $520m, daily, hrly) took 1.2%.A 3.3% fall in Calix (CXL, $7.92 down 27¢, $1.3b, daily, hrly) took 0.4%.A 2.6% fall in Brainchip (BRN, $1.105 down 3¢, $1.9b, daily, hrly) took 0.1%.A … 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 7351 up 24 pts or 0.3%Superfund portfolio performanceThe portfolio gained 2.4% as follows:A 12.0% rise in Animoca on Primary Markets ($2.80 up 30¢, $5.0b) added 1.3%.A 4.2% rise in Calix (CXL, $6.93 up 28¢, $1.1b, daily, hrly) added 0.4%.A 4.0% rise in Alpha (A4N, 52¢ up 2¢, $414m, daily, hrly) added 0.3%.A 2.1% … Read more
All Ords 7326 up 19 pts or 0.2%Superfund portfolio performanceThe portfolio lost 0.1% as follows:A 2.9% fall in Alpha (A4N, 59¢ down 1.5¢, $398m, daily, hrly) took 0.2%.A 2.0% fall in Andromeda (ADN, 9.7¢ down 0.2¢, $301m, daily, hrly) took 0.1%.A 0.8% rise in Audio Pixels (AKP, $18.80 up 15¢, $540m, daily, hrly) added 0.1%.A … Read more
All Ords 7547 down 57 pts or 0.7%Superfund portfolio performanceThe portfolio gained 0.2% as follows:A 5.0% rise in SciDev (SDV, 42¢ up 2¢, $80m, daily, hrly) added 0.8%.A 2.7% fall in Animoca on Primary Markets ($3.65 down 10¢, $6.5b) took 0.4%.A 2.4% fall in Calix (CXL, $8.51 down 21¢, $1.37b, daily, hrly) took 0.3%.A 1.2% … Read more
All Ords 7868 up 46 pts or 0.6%Superfund portfolio performanceThe portfolio lost 1.4% as follows:A 5.4% fall in SciDev (SDV, 44¢ down 2.5¢, $83m, daily, hrly) took 1.0%.A 6.3% fall in Animoca on Primary Markets ($3.75 down 25¢, $6.7b) took 0.9%.A 6.2% rise in Alpha (A4N, 69¢ up 4¢, $549m, daily, hrly) added 0.4%.A 2.5% … Read more
All Ords 7790 down 10 pts or 0.1%Superfund portfolio performanceThe portfolio gained 1.7% as follows:An 11.4% rise in SciDev (SDV, 44¢ up 4.5¢, $83m, daily, hrly) added 1.7%.A 5.1% rise in Audio Pixels (AKP, $18.60 up 90¢, $533m, daily, hrly) added 0.5%.A 2.3% fall in Animoca on Primary Markets ($4.30 down 10¢, $7.7b) took 0.4% … Read more
All Ords 7665 up 44 pts or 0.6%Superfund portfolio performanceThe portfolio gained 1.2% as follows:A 15.7% rise in Calix (CXL, $8.05 up $1.09, $1.3b, daily, hrly) added 1.3%.A 5.0% rise in Audio Pixels (AKP, $19.00 up 90c, $545m, daily, hrly) added 0.5%.A 5.0% fall in Andromeda (ADN, 19c down 1c, $581m, daily, 4hrly) took 0.4%.A … Read more
All Ords 7323 up 50 pts or 0.7%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 6.2% rise in SciDev (SDV, 51¢ up 3¢, $96m, daily, hrly) added 1.2%.A 5.9% rise in Andromeda (ADN, 18¢ up 1¢, $447m, daily, 4hrly, hrly) added 0.4%.A 3.2% fall in Audio Pixels (AKP, $18.10 down 60¢, $519m, daily, hrly) took … Read more
All Ords 7474 up 52 pts or 0.7%Superfund portfolio performanceThe portfolio gained 1.4% as follows:A 8.0% rise in SciDev (SDV, 47.5¢ up 3.5¢, $89m, daily, hrly) added 1.4%.A 3.9% fall in Animoca on Primary Markets ($3.65 down 15¢, $6.5b) took 0.7%.A 11.0% rise in Calix (CXL, $5.67 up 56¢, $915m, daily, hrly) added 0.7%.A 2.9% … Read more
All Ords 7573 up 83 pts up 1.1%Superfund portfolio performanceThe portfolio gained 0.8% as follows:A 2.5% rise in Animoca on Primary Markets ($4.05 up 10¢, $7.3b) added 0.4%.A 2.8% rise in Andromeda (ADN, 18.5¢ up 0.5¢, $459m, daily, 4hrly) added 0.2%.A 3.3% rise in Calix (CXL, $5.40 up 17¢, $871m, daily, hrly) added 0.2%.A 0.1% … Read more
All Ords 7268 up 2 ptsSuperfund portfolio performanceThe portfolio gained 0.1% as follows:A 4.3% fall in Alpha (A4N, 67¢ down 3¢, $533m, daily, hrly) took 0.3%.A 1.3% rise in Animoca on Primary Markets ($4.05 up 5¢, $7.3b) added 0.2%.A 2.7% rise in Andromeda (ADN, 19¢ up 0.5¢, $472m, daily, 4hrly) added 0.2%.A 1.0% fall in … Read more
All Ords 7667 up 65 pts or 0.9%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.3% as follows:A 2.3% rise in Audio Pixels (AKP, $22.50 up 50¢, $646m, daily, hrly, 10min) added 0.3%.A 3.2% rise in Calix (CXL, $5.86 up 18¢, $945m, daily, hrly) added 0.2%.A 0.9% fall in SciDev (SDV, 53¢ down 0.5¢, $99m, daily, … Read more
All Ords 7766 up 65 pts or 0.8%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.6%, taking the gain for the week to 2.6% and the return for the financial YTD to 4.0%. Movements today were as follows:A 19.9% rise in Calix (CXL, $7.34 up $1.22, $1.18b, daily, hourly) added 1.4%.A 1.5% rise in Animoca (old … Read more
All Ords 7713 up 66 pts or 0.9%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio leapt 3.1% in value as follows:A 23.8% rise in Animoca (old code ABI, $2.60 up 50¢, quotes $2.55/$2.60, $3.9b, chart) added 2.3%.A 3.3% rise in Audio Pixels (AKP, $23.49 up 74¢, $674m, daily, hourly) added 0.4%.A 5.9% rise in Calix (CXL, $5.88 … Read more
All Ords 7760 up 37 pts or 0.5%Portfolio transactionsThis morning the Superfund sold all the FGR at 18.5¢, making a reasonable profit on the 14¢ paid in June and September 2020, and put the proceeds into CXL at $5.60, adding 39% to that holding and taking its weighting to 5.1% which is the same order … Read more
All Ords 7723 down 17 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.5% as follows:A 39.7% rise in Calix (CXL, $5.35 up $1.52, $857m, daily, hourly) added 1.2%.A 2.2% fall in SciDev (SDV, 91¢ down 2¢, $144m, daily, hourly) took 0.7%.A 2.7% fall in Animoca (prev. code AB1, $1.80 down 5¢, $1.86b) took … Read more
All Ords 7740 up 14 pts or o0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.4% as follows:A 6.3% rise in SciDev (SDV, 93¢ up 5.5¢, $148m, daily, hourly) added 2.0%.A 8.8% rise in Animoca (prev. AB1, $1.85 up 15¢, $1.9b) added 0.6%.A 8.2% fall in Calix (CXL, $3.83 down 3+4¢, $613m, daily, hourly) took 0.3%.A … Read more
All Ords 7784 down 29 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.7% as follows:A 3.8% rise in SciDev (SDV, 95¢ up 3.5¢, $151m, daily, hourly) added 1.3%.A 11.1% rise in First Graphene (FGR, 20¢ up 2.5¢, $110m, daily, hourly) added 0.2%.A 3.0% rise in Alpha (A4N, 51.5¢ up 1¢, $408m, daily, hourly) … Read more