Wed 27 Mar 2024

All Ords 8074 up 37 pts or 0.5%Coming to grips with BEZPortfolio transactionsThis afternoon the Superfund sold out of the ARR position at 23¢, making a significant loss on the 41.5¢ paid on 19 Feb, and with the proceeds bought REM at 16.5¢ thus adding to the small parcel bought at 18¢ on 15 March. … Read more

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Fri 22 Sep 2023

All Ords 7270 pts up 3 pts onlyToday I comment on buying by EOS directors and on rare earth hopeful HAS.Portfolio performancesThe Superfund portfolio rose 1.9%, taking the loss for the week to 5.7% and the return for the financial YTD to minus 17.3%. Movements today were as follows:A 5.1% rise in Audio Pixels (AKP, … Read more

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Mon 3 Apr 2023

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

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Thu 30 Mar 2023

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

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Fri 24 Mar 2023

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

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Mon 27 Sep 2021

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

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Thu 7 Jan 2021

All Ords 6981 up 99 pts or 1.5%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

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