All Ords 7244 down 121 pts or 1.6%That’s better! But not out of the woods just yet, unfortunately.Portfolio performancesThe Superfund portfolio rose 3.2%, taking the loss for the week to 0.3% and likewise the return for the new financial YTD to 0.3%. Movements today were as follows:A 4.6% rise in Audio Pixels (AKP, $12.03 up … Read more
All Ords 7329 up 17 pts or 0.2%Quiet day.Portfolio performancesThe Superfund portfolio gained 0.4% as follows:An 11.1% rise in Animoca on Primary Markets ($1.00 up 10¢, $0.80/1.00, $1.8b) added 0.8%. A 4.9% rise in Andromeda (ADN, 4.3¢ up 0.2¢, $134m, daily, hrly) added 0.3%. Audio Pixels (AKP, $14.10, $412m, daily, hrly) closed unchanged. Peak Rare … Read more
All Ords 7447 down 3 pts onlyEOS and its AGM was the highlight for me todayPortfolio performancesThe Superfund portfolio lost 0.3% as follows:A 0.6% rise in Audio Pixels (AKP, $9.05 up 5¢, $263m, daily, hrly) added 0.1%. A 0.9% rise in Peak Rare Earths (PEK, 56.5¢ up 0.5¢, $134m, daily, hrly) added 0.1%. Animoca on … Read more
All Ords 7451 down 21pts or 0.3%Animoca spoilt the party.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 5.7% rise in Peak Rare Earths (PEK, 56¢ up 3¢, $133m, daily, hrly) added 0.8%. A 1.1% rise in Audio Pixels (AKP, $9.00 up 10¢, $261m, daily, hrly) added 0.3%. A 1.5% rise in SciDev (SDV, 34.5¢ up … Read more
All Ords 7453 up 4 pts onlySaved by the highly volatile and unpredictable Animoca.Portfolio performancesThe Superfund portfolio rose 0.8%, taking the gain for the week to 1.4% and the return for the financial YTD to minus 37.7%. Movements today were as follows:A 30.0% rise in Animoca on Primary Markets ($1.17 up 27¢, $2.1b) added 2.3%. … Read more
All Ords 75021 up 19 pts or 0.3%This report was finished on Sunday. Sorry about that but I was travelling on Friday and there were so many announcements to cover. So the report is a little larger than normal.Portfolio performancesThe Superfund portfolio fell 0.9%, taking the loss for the week to 3.0% and the return … Read more
All Ords 7503 down 9 pts or 0.1%I have cut the report short today because we are travelling; currently we are in Port Macquarie.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A 6.7% fall in Peak Rare Earths (PEK, 62.5¢ down 4.5¢, $130m, daily, hrly) took 1.1%. A 2.9% fall in SciDev (SDV, 33.5¢ down 1¢, … Read more
All Ords 7578 up 18 pts or 0.2%Good to see the positive announcement from EOS. And there should be one from PEK tomorrow.Quarterly reporting season to kick off with SDV tomorrow.Lots of breakouts!Portfolio performancesThe Superfund portfolio gained 3.1% as follows:A 9.4% rise in SciDev (SDV, 35¢ up 3¢, $66m, daily, hrly) added 1.5%. A 4.6% … Read more
All Ords 7412 down 22 pts or 0.3%Today saw a portfolio trade and some interesting price movements. Now hanging my hat on PEK. The kiss of death?Portfolio transactionsI made one of my rare trades this morning with the Superfund selling out of CXL to almost double up on PEK. The CXL was sold at just … Read more
All Ords 7416 up 43 pts or 0.6%EOS was the highlight today.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A 3.3% fall in Audio Pixels (AKP, $8.70 down 30¢, $253m, daily, hrly) took 0.9%. A 7.6% fall Animoca on Primary Markets ($1.10 down 9¢, $1.10/1.30, $2.0b) tookk 0.7%. A 1.7% rise in Alpha (A4N, 89.5¢ up … Read more
All Ords 7312 up 76 pts or 1.1%A$N has broken out.Portfolio performancesThe Superfund portfolio gained 2.1% as follows:A 14.5% rise in Alpha (A4N, 83 up 10.5¢¢, $712m, wkly, daily, hrly) added 2.5%. A 2.8% fall in Audio Pixels (AKP, $8.75 down 25¢, $254m, daily, hrly) took 0.7%. A 4.4% rise in Andromeda (ADN, 4.7¢ up … Read more
All Ords 7138 down 11 pts or 0.2%End of an era at EOS.Portfolio performancesThe Superfund portfolio rose 0.6%, taking the loss for the week to 2.4% and the return for the financial YTD to minus 42.3%. Movements today were as follows:A 6.1% rise in Alpha (A4N, 69.5¢ up 4¢, $596m, daily, hrly) added 1.0%. A … Read more
All Ords 7085 down 103 pts or 1.4%Anoher bad day caused mainly by continued weakness in PET.Portfolio performancesThe Superfund portfolio lost 2.7% as follows:A 6.5% fall in Phoslock (PET, 4.3¢ down 0.3¢, $27m, daily, hrly) took 0.9%. A 4.5% fall in Alpha (A4N, 63¢ down 3¢, $540m, daily, hrly) took 0.7%. A 2.0% fall in … Read more
All Ords 7458 up 38 pts or 0.5%A busy day with AKP, EOS, PET and TER all reporting. ADN is still to report; not a good look.Portfolio performancesThe Superfund portfolio lost 2.4% as follows:A 10.9% fall in Phoslock (PET, 4.9¢ down 0.6¢, $31m, daily, hrly) took 1.8%. A 5.6% fall in SciDev (SDV, 33.5¢ down … Read more
All Ords 7700 down 9 pts or 0.1%Two quarterlies today, EOS’s prior to the open with the shares falling heavily in response, and AKP’s after the close and I await the market response tomorrow with bated breath.The other features were a big fall in A4N out of the blue, and a good rise in CXL … Read more
All Ords 7610 up 12 pts or 0.2%ADN is featured today following insider buying, plus I highlight a couple of breakouts in the healthcare industry.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:An 8.8% rise in Andromeda (ADN, 6.2¢ up 0.5¢, $192m, daily, hrly) added 0.8%. A 7.8% fall in Animoca on Primary Markets ($1.06 down … Read more
All Ords 7432 up 10 pts or 0.1%We are in Broken Hill tonight en route to Newcastle. And I have very limited time available to do this report so have omitted the sections on Other stocks and New breakouts of interest.Very sad to see PET’s decline.Portfolio performancesThe Superfund portfolio lost 1.6% as follows:A 10.0% fall … Read more
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 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 6835 down 8 pts or 0.1%The highlights were a rescue of EOS and a poor performance by PET; I am very cautious of the latter as discussed below. And there are three new breakouts to consider.Portfolio performancesThe Superfund portfolio lost 1.4% as follows:A 4.4% rise in Audio Pixels (AKP, $12.95 up 55¢, $m, … Read more
All Ords 6668 down 121 pts or 1.8%Another awful day for the portfolios. I actually sold some shares today to reduce risk, just in case of further substantial falls.Portfolio transactionsI needed to raise some cash for pension payments over coming months and I also wanted to reduce my market exposure, so I sold down some … Read more
All Ords 7254 up 46 pts or 0.6%Summary commentsPortfolio performancesThe Superfund portfolio gained 0.9% as follows:A 6.7% rise in SciDev (SDV, 32¢ up 2¢, $61m, daily, 4hrly) added 1.0%.A 4.1% fall in Alpha (A4N, 46.5¢ down 2¢, $378m, daily, 4hrly) took 0.2%.A 1.7% rise in Andromeda (ADN, 5.9¢ up 0.1¢, $183m, daily, 4hrly) added 0.1%.A … Read more
All Ords 7139 up 54 pts or 0.8%The portfolio performance was saved by Animoca, I make a few more comments on EOS and uncover some more breakouts.Portfolio performancesThe Superfund portfolio rose 0.7%, taking the loss for the week to 0.7% and the return for the financial YTD to 7.1%. Movements today were as follows:A 6.3% … Read more
All Ords 7086 up 126 pts or 1.8%The portfolios did much better today, even with EOS falling by one third when it was reinstated on ASX, but it could just be a bear market rally. By the way the new EOS management appears to be a breath of fresh air. And lots of breakouts today.Portfolio … Read more
All Ords 7080 down 146 pts or 2.0%EOS was suspended for failing to lodge its FY22 accounts with ASX. They really need to make a clarifying statement as soon as possible. Is the failure due to personnel changes and thus lodgement is merely delayed, or is the company potentially in financial diffculties and the auditor … Read more
All Ords 7174 up 58 pts or 0.8%Superfund portfolio performanceThe portfolio rose 2.7%, taking the gain for the week to 4.0% and the return for the financial YTD to 14.6%. Movements today were as follows:An 11.5% rise in SciDev (SDV, 34¢ up 3.5¢, $64m, daily, hrly) added 1.7%.A 5.8% rise in Audio Pixels (AKP, $17.05 … Read more
All Ords 7018 up 43 pts or 0.6%Superfund portfolio performanceThe portfolio gained 0.3% as follows:A 2.7% fall in Animoca on Primary Markets ($2.90 down 8¢, $5.3b) took 0.3%.A 3.5% rise in Alpha (A4N, 44.5¢ up 1.5¢, $354m, daily, hrly) added 0.2%.A 6.8% rise in Chalice (CHN, $4.38 up 28¢, $1.7b, daily, hrly) added 0.2%.A 3.4% … Read more
All Ords 6787 down 6 pts or 0.1%Superfund portfolio performanceThe portfolio lost 0.9% as follows:A 3.0% fall in Audio Pixels (AKP, $16.01 down 50¢, $459m, wkly, daily, hrly) took 0.4%.A 3.8% fall in Andromeda (ADN, 7.5¢ down 0.3¢, $233m, daily, 4hrly) took 0.3%.A 2.9% fall in Calix (CXL, $5.40 down 16¢, $872m, wkly, daily, hrly) … Read more
All Ords 6878 down 76 pts or 1.1%Superfund portfolio performanceThe portfolio lost 0.2% as follows:A 2.3% fall in SciDev (SDV, 21¢ down 0.5¢, $39m, daily, hrly) took 0.3%.A 0.3% rise in Calix (CXL, $6.23 up 2¢, $1.0b, daily, hrly) made little difference.Animoca on Primary Markets ($2.50, $4.5b) closed unchanged.Audio Pixels (AKP, $17.52, $503m, daily, hrly) … Read more
All Ords 6953 up 60 pts or 0.9%Due to a technical problem on Tuesday night I lost access to the site and could not complete and publish this post at that time. I finally gained access to the site on Wednesday afternoon, to discover the last changes I made had not been saved, so I … Read more