All Ords 7413 up 74 pts or 1.0%Superfund portfolio performanceThe portfolio rose 0.6%, taking the gain for the week to 0.3% and the return for the financial YTD to minus 16.3%. Movements today were as follows:A 4.8% rise in Andromeda (ADN, 11¢ up 0.5¢, $341m, daily, hrly) added 0.3%.A 2.1% rise in SciDev (SDV, 24.5¢ … 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 7725 up 82 pts or 1.1%Superfund portfolio performanceThe portfolio fell 2.6%, taking the loss for the week to 5.0% and the return for the financial YTD to minus 8.1%. Movements today were as follows:A 26.6% panic in SciDev (SDV, 29¢ down 10.5¢, $54m, wkly, daily, hrly) took 4.4%.An 8.5% rise in Animoca on … Read more
All Ords 7604 down 164 pts or 2.1%Superfund portfolio performanceThe portfolio lost 1.4% as follows:A 4.1% fall in Audio Pixels (AKP, $18.51 down 79¢, $531m, daily, hrly) took 0.5%.A 6.8% fall in Alpha (A4N, 62¢ down 4.5¢, $493m, daily, hrly) took 0.5%.A 2.0% fall in Calix (CXL, $8.72 down 18¢, $1.4b, daily, hrly) took 0.2%.A … Read more
All Ords 7772 up 37 pts or 0.5%Portfolio transactionsThis morning I used some of the proceeds from last week’s partial selldown of Animoca shares to buy some more ADN at 11¢, lifting my holding by just under 20% and dropping my average purchase price from 17.7¢ to 16.6¢.Superfund portfolio performanceThe portfolio rose 1.5%, taking the … Read more
All Ords 7788 down 45 pts or 0.6%Portfolio transactionsToday I sold 21% of the Animoca holding in the superfund through Primary Markets at an average of $4.36, prior to deducting Primary Market’s fee of 6%. I will use some of the proceeds to comply with the remaining pension drawdown requirement for 2022, and leave the … 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 7747 up 58 pts or 0.8%Superfund portfolio performanceThe portfolio gained 0.7% as follows:A 5.0% rise in Audio Pixels (AKP, $18.90 up 90¢, $542m, daily, hrly) added 0.5%.A 1.3% rise in SciDev (SDV, 39¢ up 0.5¢, $73m, daily, hrly) added 0.2%.A 1.9% rise in Calix (CXL, $7.47 up 14¢, $1.2b, daily, hrly) added 0.2%.A … Read more
All Ords 7522 up 86 pts or 1.2%Superfund portfolio performanceThe portfolio lost 0.8% as follows:A 9.6% rise in Alpha (A4N, 62.5¢ up 5.5¢, $497m, daily, hrly) added 0.6%.A 2.3% fall in Animoca on Primary Markets ($4.30 down 10¢, $7.7b) took 0.4%.A 2.3% fall in SciDev (SDV, 42¢ down 1¢, $79m, daily, hrly) took 0.4%.A 2.6% … 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 7274 up 21 pts or 0.3%Superfund portfolio performanceThe portfolio leapt 6.9%, taking the loss for the week to 1.3% and the return for the financial YTD to 0.1%. Movements today were as follows:A 17.6% rise in Animoca on Primary Markets ($4.47 up 67¢, $8.0b) added 3.2%.A 14.3% rise in SciDev (SDV, 48¢ up … 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 7657 down 79 pts or 1.0%Superfund portfolio performanceThe portfolio gained 1.3% as follows:A 15.0% rise in Animoca ($4.60 up 60¢, $8.3b) added 2.5%.A 3.5% fall in SciDev (SDV, 55¢ down 2¢, $103m, daily, hrly) took 0.7%.A 3.6% fall in Calix (CXL, $6.75 down 25¢, $1.09b, daily, hrly) took 0.3%.A 1.0% fall in Audio … Read more
All Ords 7717 down 80 pts or 1.0%Superfund portfolio performanceThe portfolio lost 0.4%, taking the gain for the week to 1.0% and the return for the financial YTD to 6.4%. Movements today were as follows:A 2.6% fall in SciDev (SDV, 56.5¢ down 1.5¢, $106m, daily, hrly) took 0.5%.A 6.9% rise in Alpha (A4N, 66¢ up … Read more
All Ords 7600 down 137 pts or 1.8%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 0.2%, taking the loss for the week to 0.1% and the return for the financial YTD to 2.0%. Movements today were as follows:A 6.1% fall in Calix (CXL, $6.60 down 43¢, $1.1b, daily, hrly) took 0.5%.A 6.3% rise in Andromeda (ADN, … 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 7639 down 101 pts or 1.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 2.6%, taking the loss for the week to 3.0% and the return for the financial YTD to zero. Movements today were as follows:An 8.3% fall in Audio Pixels (AKP, $24.28 down $2.21. $697m, weekly, daily, hourly) took 1.2%.An 8.3% fall in … Read more
All Ords 7758 down 1 ptPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio 1.6% as follows:A 10.3% fall in Andromeda (ADN, 17.5¢ down 2¢, $431m, daily, 4hrly) took 0.8%.A 3.9% fall in Audio Pixels (AKP, $24.50 down $1.00, $703m, daily, hourly) took 0.6%.A 3.1% fall in Alpha (A4N, 47.5¢ down 1.5¢, $377m, daily, hourly) took 0.2%.A 1.0% … Read more
All Ords 7759 up 5 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.1% as follows:A 6.3% rise in Audio Pixels (AKP, $25.50 up $1.52, $732m, daily, hourly) added 0.8%.A 5.4% rise in Andromeda (ADN, 19.5¢ up 1¢, $480m, daily, 4hrly) added 0.4%.A 1.3% fall in SciDev (SDV, 76¢ down 1¢, $121m, daily, hourly) … Read more
All Ords 7572 down 4 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.4% as follows:A 3.2% fall in SciDev (SDV, 75.5¢ down 2.5¢, $120m, daily, hourly) took 0.9%.A 2.8% rise in Audio Pixels (AKP, $24.88 up 68¢, $714m, daily, hourly) added 0.4%.A 4.0% fall in Calix (CXL, $5.30 down 22¢, $849m, daily, hourly) … Read more
All Ords 7691 up 41 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio plummeted 3.3% as follows:A 22% fall in Animoca (old code ABI, $1.40 down 40¢, quotes $1.36/1.78, $2.0b, daily) took 1.7%.A 5.1% fall in SciDev (SDV, 84¢ down 4.5¢, $134m, daily, hourly) took 1.6%.A 4.8% rise in Calix (CXL, $5.20 up 24¢, $833m, … Read more
All Ords 7823 up 35 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.6% as follows:A 4.4% rise in SciDev (SDV, 94¢ up 4¢, $149m, daily, hourly) added 1.4%.A 4.3% rise in Alpha (A4N, 48¢ up 2¢,. $380m, daily, hourly) added 0.2%.Animoca’s last recorded transaction on the Primary Markets platform remains at $1.75 but … Read more
All Ords 7789 up 29 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.4% as follows:A 2.7% rise in Audio Pixels (AKP, $28.00 up 74¢, $804m, daily, hourly) added 0.4%.A 3.0% rise in Calix (CXL, $3.75 up 11¢, $600m, daily, hourly) added 0.1%.A 1.1% fall in Alpha (A4N, 46¢ down 0.5¢, $364m, daily, hourly) … Read more
All Ords 7770 down 39 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.4% as follows:A 10.0% rise in Audio Pixels (AKP, $28.39 up $2.59, $815m, weekly, daily, hourly) added 1.4%.A 2.8% rise in SciDev (SDV, 90.5¢ up 2.5¢, $144m, daily, hourly) added 0.9%.A 3.0% fall in Andromeda (ADN, 16¢ down 0.5¢, $394m, daily, … Read more
All Ords 7751 down 10 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 2.8% rise in SciDev (SDV, 92.5¢ up 2.5¢, $147m, daily, hourly) added 0.9%.A 3.2% rise in Andromeda (ADN, 16¢ up 0.5¢, $394m, daily, hourly) added 0.2%.A 1.0% rise in Alpha (A4N, 49.5¢ up 0.5¢, $392m, daily, hourly) added … Read more
All Ords 7704 up 33 pts or 0.4%Portfolio transactionsVirtual portfolioI took a day off from the portfolio today, only removing the LCL shares that I mentioned last night, at 16¢. The shares closed today at 16.5¢ so yesterday’s decision doesn’t look great at this point.Other portfoliosThe Superfund was allotted 73% of the ADN shares it … Read more
All Ords 7671 unchanged.Portfolio transactionsVirtual portfolioOver the weekend I added the six breakouts highlighted in Friday’s post at Friday’s closing prices, at $10,000 each except just $5,000 for CKA. They were AIE at 20¢, CGS at $1.58, CKA at 10.5¢, DSE at 24.5¢, MCR at $1.30 and NIC at $1.145. Then this morning when CKA … Read more
All Ords 7671 up 12 pts or 0.2%Portfolio transactionsVirtual portfolioAs I indicated yesterday, today I added FEL, NZM, OKR and WBT at yesterday’s closing prices, at $10,000 apiece. You can find the details on these four companies in yesterday’s breakouts commentary. The purchases took the book value of the portfolio to $250,000, while the market … Read more
All Ords 7631 up 14 pts or 0.2%Portfolio transactionsVirtual portfolioI added yesterday’s highlighted breakout Bellevue Gold (BGL, see details below) with the $10,000 transaction being at yesterday’s closing price of $1.125.Other portfoliosNone today.Virtual portfolio performanceThe portfolio rose 2.1%, taking the gain for the week to 3.9% and the return for the financial YTD to 9.0%. … Read more
All Ords 7593 up 108 pts or 1.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.5%, influenced as follows:A 1.7% rise in Audio Pixels (AKP, $26.45 up 45¢, $759m, daily, hourly) added 0.3%.A 2.9% rise in Alpha (A4N, 53¢ up 1.5¢, $416m, daily, hourly) added 0.2%.A 7.8% rise in Calix (CXL, $2.78 up 20¢, $441m, daily, … Read more