All Ords 7335 up 18 pts or 0.2%Another quiet day.Portfolio transactionsToday I sold most of the remaining A4N in the Superfund at a little under $1.03, making a good profit on the 61.5c paid back in January. My reasoning was that while the fundamentals remain very sound, the chart shows resistance at current levels. If … Read more
All Ords 7472 up 45 pts or 0.6%EOS the star today.Portfolio performancesThe Superfund portfolio fell 0.3%, taking the loss for the week to 2.4% and the return for the financial YTD to minus 39.2%. Movements today were as follows:An 11.4% rise in Andromeda (ADN, 3.9¢ up 0.4¢, $121m, daily, hrly) added 0.6%. A 7.9% rise … Read more
All Ords 7457 down 15 pts or 0.2%A mixed bag today.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 27.8% rise Animoca on Primary Markets ($1.15 up 25¢,$0.88/1.17, $2.1b) added 2.1%. A 3.6% rise in Phoslock (PET, 2.9¢ up 0.1¢, $18m, daily, hrly) added 0.3%. A 1.6% rise in SciDev (SDV, 31¢ up 0.5¢, $59m, daily, … Read more
All Ords 7472 up 59 pts or 0.8%Once again, AKP is the star.Portfolio performancesThe Superfund portfolio gained 1.2% as follows:A 4.3% rise in Audio Pixels (AKP, $10.33 up 43¢, $300m, daily, hrly) added 1.3%. A 4.6% rise in Alpha (A4N, $1.03 up 4.5¢, $884m, daily, hrly) added 0.6%. A 3.4% rise in Animoca on Primary … Read more
All Ords 7413 up 25 pts or 0.3%The rally in AKP suggests the prolonged weakness over past months is finally over.Portfolio performancesThe Superfund portfolio rose 2.6%, taking the loss for the week to 3.4% and the return for the financial YTD to minus 38.6%. Movements today were as follows:A 10.0% rise in Audio Pixels (AKP, … Read more
All Ords 7389 down 71 pts or 1.0%Another quiet day. Plodding along on MEI.Portfolio performancesThe Superfund portfolio gained 0.1% as follows:A 4.9% rise in SciDev (SDV, 32¢ up 15¢, $61m, daily, hrly) added 0.8%. A 3.4% rise in Phoslock (PET, 3.0¢ up 0.1¢, $19m, daily, hrly) added 0.3%. A 1.0% rise in Audio Pixels (AKP, … Read more
All Ords 7524 up 23 pts or 0.3%Big falls in PEK, MEI and SDV meant the Superfund portfolio got slaughtered.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:A 12.8% fall in Peak Rare Earths (PEK, 54.5¢ down 8¢, $114m, daily, hrly) took 2.1%. A 6.2% fall in SciDev (SDV, 30¢ down 2¢, $57m, daily, hrly) took … Read more
All Ords 75021 up 19 pts or 0.3%This report was finished on Sunday. Sorry about that but I was travelling on Friday and there were so many announcements to cover. So the report is a little larger than normal.Portfolio performancesThe Superfund portfolio fell 0.9%, taking the loss for the week to 3.0% and the return … Read more
All Ords 7578 up 18 pts or 0.2%Good to see the positive announcement from EOS. And there should be one from PEK tomorrow.Quarterly reporting season to kick off with SDV tomorrow.Lots of breakouts!Portfolio performancesThe Superfund portfolio gained 3.1% as follows:A 9.4% rise in SciDev (SDV, 35¢ up 3¢, $66m, daily, hrly) added 1.5%. A 4.6% … Read more
All Ords 7338 down 54 pts or 0.7%Nthing much to report today.I should mention that I can’t do the Daily Comment post on Monday because I will be in hospital for an coronary angiogram, followng which I might have to have a stent put in. If you don’t hear from me again you will know … Read more
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