All Ords 7618 up 63 pts or 0.8%Today among other things I delve into BEZ and present my updated estimates on SDV.Portfolio performancesThe Superfund portfolio gained 1.2% as follows:A 5.9% rise in Audio Pixels (AKP, $12.28 up 68¢, $359m, daily, hrly) added 2.6%. Animoca on Primary Markets ($1.00, $0.70/0.90, $1.8b) last traded 22 July. Andromeda … Read more
All Ords 7669 up 12 pts or 0.2%Superfund portfolio performanceThe portfolio gained 1.6% as follows:A 13.9% rise in Andromeda (ADN, 24.5¢ up 3¢, $609m, daily, 4hrly, hrly) added 1.2%.A 7.7% rise in Alpha (A4N, 70¢ up 5¢, $557m, daily, hrly) added 0.5%.A 5.0% fall in Calix (CXL, $6.41 down 34¢, $1.03b, daily, hrly) took 0.4%.A … Read more
All Ords 7636 down 62 pts or 0.8%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.5% as follows:A 9.6% rise in Animoca ($4.00 up 35¢, $6.1b, chart) added 1.5%.A 3.5% fall in SciDev (SDV, 54.5¢ down 2¢, $102m, daily, hrly) took 0.8%.A 3.4% fall in Calix (CXL, $6.21 down 22¢, $1.0b, daily, hrly) took 0.3%.A 2.8% … Read more
All Ords 5935 down 2 pts or <0.0%Trading portfolioThis morning I bought back into Breaker Resources (BRB, 35¢ up 2.5¢, $64m) at an average of 35.4¢. I last purchased them in October 2018 at 38¢ but sold them four weeks later at 37¢ when they broke trend. The stock has tentatively broken its downtrend and … Read more
Trading portfolio This morning I sold half the holding in The Food Revolution (FOD, 14.5¢ down 3¢, $63m) at 15¢ after it broke its short term trend. My purchase price was 8.5¢ on 30 August so it was a reasonable profit. I also sold out of Polynovo (PNV, 52.5¢ down 1.5¢, $345m) at 52.5¢ when … Read more