All Ords 7483 up 100 pts or 1.4%Today I focus on the ADN valuation, comment on ID8 and highlight a couple of interesting breakouts.Portfolio performancesThe Superfund portfolio rose 3.7%, taking the loss for the week to 0.6% and the return for the financial YTD to minus 12.3%. Movements today were as follows:A 10.6% rise in … Read more
All Ords 7518 up 11 pts or 0.1%Big rises in A4N unrelated to its report, and in MEI and VMM following the release of some remarkable assays at Caldeira, were partly offset by a relatively small fall in AKP post its update which revealed a further delay in receipt of the G2 chips.Portfolio performancesThe Superfund … Read more
All Ords 7761 up 97 pts or 1.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 0.4% as follows:A 0.4% fall in SciDev (SDV, 90¢ down 1¢, $143m, daily, hourly) took 0.4%.A 4.9% fall in Alpha (A4N, 49¢ down 2.5¢, $388m, daily, hourly) took 0.3%.A 7.6% rise in Calix (CXL, $2.99 up 21¢, $474m, daily, hourly) added … 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
All Ords 6983 up 29 pts or 0.4%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