All Ords 7830 up 26 pts or 0.3%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 2.1% rise in SciDev (SDV, 96.5¢ up 2¢, $153m, daily, hourly) added 0.7%.A 5.5% rise in Alpha (A4N, 48¢ up 2.5¢, $380m, daily, hourly) added 0.3%.A 2.6% rise in Calix (CXL, $3.14 up 8¢, $501m, daily, hourly) added 0.1%.A 2.5% … Read more
All Ords 7252 up 2 ptsPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 3.5%, taking the gain for the week to 8.5% and the financial YTD return to 34.4%. Main influences today were:A 10.9% rise in SciDev (SDV, $1.02 up 10¢, $156m, weekly, daily, hourly) added 3.8%.A 1.8% fall in Alpha (A4N, 53.5¢ down 1¢, $370m, … Read more
All Ords 7134 up 70 pts or 1.0%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.2%. Main influences were:A 2.4% rise in SciDev (SDV, 842 up 2¢, $129m, weekly, daily, hourly) added 0.8%.A 9.6% rise in Alpha (A4N, 51.5¢ up 4.5¢, $357m, daily, hourly) added 0.7%A 17.1% fall in Zeotech (ZEO, 8.7¢ down 1.8¢, $125m, daily, … Read more
All Ords 7134 up 32 pts or 0.5%Superfund portfolioBreakout transactionsThis morning I sold just over 1% of the SciDev holding (SDV, 75.5¢ down 1.5¢, $116m) at 75¢, making a good profit on the 7¢ it cost in March 2019 although not so much on the 58¢ marked to market at 30 June 2020.With the proceeds … Read more
All Ords 7028 up 105 pts or 1.5%Superfund portfolioBreakout transactionsNone today.PerformanceThe portfolio rose 0.7% as follows:A 5.6% rise in Audio Pixels (AKP, $25.07 up $1.32, $719m, daily, hourly) added 0.7%.A 5.2% rise in Alpha (A4N, daily, hourly) added 0.3%.A 0.7% fall in SciDev (SDV, daily, hourly) took 0.2%.A 2.0% fall in First Graphene (FGR, 25¢ … Read more
All Ords 6923 up 52 pts or 0.8%I spent so much time on PET that I didn’t have time to provide links to the charts. And I cut the commentary short. Sorry about that.Superfund portfolioBreakout transactionsThis morning I bought more Magnis Energy Technologies (MNS) at 33.5¢ and more Noxopharm (NOX) at 71.5¢. A lot more, … Read more
All Ords 6960 down 64 pts or 0.9%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