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 7558 down 21 pts or 0.3%A disappointing day for my portfolio stocks, especially for PEK and SDV which both fell heavily despite their positive announcements. I comment on both companies today, especially on SDV. A year or two ago I would have written a 5 or 10 page research note but these days … Read more
All Ords 7350 evenAt the prompting of a subcriber I corrected the calc for Investment Trust performance. I had been calculating a YTD return worse than -100%, which of course is impossible. The correct figure is -80% (when PET relisted the YTD return went from +0.4% to -65% in one day, and the stock has … 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 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