IFL

Thu 25 Aug 2022

by

All Ords 7292 up 50 pts or 0.7%Nothing much to report today. Spent more time on the CXL research, found a few breakouts of interest but because we went out for a boozy dinner tonight I did not have the time or inclination to do it justice.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 6.0% … Read more

To access this post, you must purchase a membership.

Thu 17 Oct

by

All Ords 6792 down 52 pts or 0.7%Trading portfolioSciDev (SDV, 57¢ up 5¢, $70m)The 10% rise in price added 5.2% to portfolio value and took the shares to a 60% portfolio weighting. It came after the company announced a couple of senior appointments, including a COO, but perhaps the rise was unrelated to that.As seen … Read more

To access this post, you must purchase a membership.