JXT

Tue 25 Jul 2023

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All Ords 7555 up 37 pts or 0.5%A busy day with quarterlies from A4N and SDV, and a trip to Sydney and back for the BEZ meeting.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 14.8% rise in Besra Gold (BEZ, 31¢ up 4¢, $110m, daily, hrly) added 0.8%. A 3.3% rise in Blue Star Helium … Read more

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Wed 22 Feb 2023

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All Ords 7517 down 28 pts or 0.4%In the thick of the results season, SDV passed muster with no nasty surprises. Always a relief.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 2.6% fall in SciDev (SDV, 37¢ down 1¢, $70m, wkly, daily, hrly) took 0.5%. A 6.9% fall in Peak Rare Earths (PEK, 61¢ down … Read more

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