Thu 22 Jun 2023

All Ords 7381 down 135 pts or 1.7%A miserable day.Portfolio performancesThe Superfund portfolio lost 1.6% as follows:A 7.3% rise in Meteoric Resources (MEI, 22¢ up 1.5¢, $418m, daily, hrly) added 0.5%. Animoca on Primary Markets ($1.00, $0.80/1.00, $1.8b) last traded 16 June. A 2.4% fall in Besra Gold (BEZ, 20¢ dwn 0.5¢, $71m, daily, hrly) … Read more

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Fri 12 May 2023

All Ords 7453 up 4 pts onlySaved by the highly volatile and unpredictable Animoca.Portfolio performancesThe Superfund portfolio rose 0.8%, taking the gain for the week to 1.4% and the return for the financial YTD to minus 37.7%. Movements today were as follows:A 30.0% rise in Animoca on Primary Markets ($1.17 up 27¢, $2.1b) added 2.3%. … Read more

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Mon 31 May 2021

All Ords 7407 down 17 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.7% as follows:A 5.8% fall in Audio Pixels (AKP, $23.55 down $1.45, $676m, daily, hourly) took 0.8%.A 1.3% rise in SciDev (SDV, 80¢ up 1¢, $127m, daily, hourly) added 0.4%.A 4.6% fall in Andromeda (ADN, 21¢ down 1¢, $454m, daily, hourly) … Read more

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Mon 10 May 2021

All Ords 7420 up 95 pts or 1.3%Portfolio transactionsYou might remember that a week or two ago within the Superfund I sold half the Andromeda (ADN) holding at 23¢ and with the proceeds bought into Latin Resources (LRS) at 6.4¢, on the basis that LRS appeared to be another halloysite play yet was a fraction … Read more

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Fri 30 Apr 2021

All Ords 7291 down 55 pts or 0.7%Portfolio transactionsThis morning I put my money where my mouth was, sold half the Andromeda holding (ADN, see details below) in the Superfund at 23¢ (cost price 10¢) and with the proceeds bought into Latin Resources (LRS, 6.7¢ up 0.9¢, $89m, daily, 10min) at 6.4¢. I did not … Read more

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Thu 29 Apr 2021

All Ords 7346 up 26 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.0% as follows:A 6.0% rise in Audio Pixels (AKP, $23.75 up $1.35, $682m, daily, hourly) added 0.8%.A 4.5% rise in Andromeda (ADN, 23¢ up 1¢, $497m, daily, hourly) added 0.2%.A 1.9% fall in First Graphene (FGR, 25.5¢ down 0.5¢, $137m, daily, … Read more

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Thu 11 Feb 2021

All Ords 7122 down 12 pts or 0.2%TransactionsNone today.Superfund portfolio performanceThe main portfolio scarcely changed in value; a big move in AKP was offset by a modest fall in SDV. In more detail, the stocks performed as follows:A 9.6% rise in Audio Pixels (AKP, $29.49 up $2.59, $846m, daily, hourly) added 1.2%.A 3.3% fall in … Read more

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Tue 19 Jan 2021

All Ords7015 up 80 pts or 1.2%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 on … Read more

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Mon 21 Dec 2020

All Ords 6924 down 76 pts or 1.1%Superfund portfolioPerformanceThe portfolio lost 2.3% as follows:A 5.9% fall in SciDev (SDV, 72¢ down 4.5¢, $110m, weekly, daily, hourly) slashed 2.1%.A 9.7% rise in Alpha (A4N, 34¢ up 3¢, $235m, daily, hourly) added 0.4%.A 3.2% fall in Audio Pixels (AKP, $24.00 down 80¢, $689m, daily, hourly) cut 0.4%.A … Read more

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