LVT

Fri 20 Nov 2020

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All Ords 6740 down 3 ptsPortfolio stocksNo announcements today and I had no time to do any work on ADN.Nice to see that recovery in SDV.Other stocksPushpay Holdings (PPH, $6.87 down 18¢, $1.9b, daily)I updated my financial model for the half yearly released earlier this month and had to increase my projections. On my numbers … Read more

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Fri 11 Oct

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All Ords 6722 up 59 pts or 0.9%Trading portfolioSciDev (SDV, 48.5¢ down 3¢, $60m)The 6% fall took the portfolio value down by 3.7%. Here are the daily and hourly charts. I suppose a reaction to the rise earlier in the week was only to be expected. We will have to see what happens in the … Read more

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