All Ords 6730 up 32 pts or 0.5%This blogThanks again for all the responses to my query. After a lot of thought I have decided to continue with the service, even if I might miss a day or two every now and then. And I will append my banking details at the bottom of each … Read more
All Ords 6492 up 3 pts or essentially unchangedTrading portfolioThis afternoon while on the Newcastle train: I sold out of Bubs (BUB, $1.205 down 4¢) at $1.20. I had sold most of them at higher prices but today’s sale still netted a good profit on the 95.5¢ paid.I sold out of Digitalx (DCC, 6.3¢ down … Read more
All Ords 6489 down 47 pts or 0.7%Trading portfolioThis morning the unfilled portion of the buy order in First Graphene (FGR, 24.5¢ even, $107m) was completed at 22.5¢, which was fortunate timing on the day. The stock now accounts for 12% of the portfolio. I also bought into Brainchip (BRN, 5.4¢ down 0.7¢, $57m) at … Read more
All Ords 6377 up 25 pts or 0.4%I have got to admit I was feeling low yesterday after a dismal portfolio performance but am feeling much better today after good rises by the two key stocks SDV (in the trading fund) and EOS (in the long term portfolio). And while SDV is still in downtrend, … Read more
All Ords 6427 down 3 pts or virtually unchangedTrading portfolio It was a disappointing day with recent purchases doing badly. The portfolio fell 0.9%, taking the loss for the week to 2% and the return for the YTD to 4.0%.. Main negatives were LVT -8%, RHP -8%, AB1 -6% and RCE -7%. The main positive … Read more
All Ords 6234 up 25 pts or 0.4%Trading portfolioThe portfolio rose 1.6% today, mostly due to ATU +28%. Another good performance came from CUV +4%. The main negative was BID -4%.The rise in Atrum Coal (ATU, 18.5¢ up 4¢, $67m) commenced from strong support and took it to a new rally high, on higher volume. … Read more
Trading portfolioI sold more stock today, comprising 3DP at 3.9¢, ASH at 24¢ (the balance), BGL at 36.5¢ (the balance), FGROC at 5.0¢, IMA at 10.5¢ and RFT at 3.1¢ (in part). It was a struggle because these stocks are thinly traded.The cash balance has increased from 64% to 81%. The BBOZ I bought yesterday … Read more
Trading portfolio Shares in Australia’s very own space warrior Electro Optic Systems (EOS. $3.16 up 5¢, $304m) appear to be attractively priced. The company released an updated presentation this morning, with increased profit guidance for the three years CY18 through CY20 of $10m, $20m and $27m. Beyond that, further strong growth is expected from Defence … Read more
Trading portfolio The portfolio fell a marginal 0.2% today, taking the weekly return to 1.4% and the YTD return (i.e. for the first four weeks of July) to 8.0%. On the day, a good 8% rise was seen in LYC, which was up another 1¢ to 13.5¢, but this was offset by falls of 1-2% … Read more
Trading portfolio The portfolio did well today, up 1.7% and taking the YTD return to 8.2%. While AKP (+1%) and EOS (unchanged) were mildly positive the big performers were LYC (at 12.5¢, up 1.5¢ or 14%) and FBR (at 20¢, up 2¢ or 11%). It looks as if LYC is going to have another go … Read more