All Ords 7756 down 12 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.6% as follows:A 4.1% fall in Audio Pixels (AKP, $22.00 down 94¢, $631m, weekly, daily, hourly) took 0.5%.A 1.6% rise in SciDev (SDV, 63.5¢ up 1¢, $101m, daily, hourly) added 0.4%.A 5.3% rise in Calix (CXL, $6.20 up 31¢, $998m, daily, … Read more
All Ords 7048 down 31 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.5%. Main influences were:A 2.0% rise in SciDev (SDV, 77¢ up 1.5¢, $118m, daily, hourly) added 0.6%.A 7.1% fall in Alpha (A4N, 52.5¢ down 4¢, $363m, daily, hourly) took 0.6%.A 3.6% rise in Andromeda (ADN, 43¢ up 1.5¢, $928m, daily, hourly) … Read more
All Ords 7079 up 60 pts or 0.9%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.5%. Main influences were:A 3.8% fall in SciDev (SDV, 75.5¢ down 3¢, $116m, daily, hourly) took 1.2%.A 7.6% rise in Alpha (A4N, 56.5¢ up 4¢, $391m, daily, hourly) added 0.6%.A 19.9% rise in First Graphene 25¢ options (FGROC) added 0.1%.A 0.3% … Read more
All Ords 7019 up 4ptsPortfolio transactionsThis morning I sold half the Noxopharm holding (NOX, 67¢ down 2¢, $187m, daily, hourly) at 67¢, making a small profit on the 61¢ paid in January. With the proceeds I added to the Calix holding (CXL, $2.18 down 9¢, $324m, daily, hourly) at $2.30. I was influenced by Canaccord … Read more
All Ords 6593 up 6 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.4%. Main influences were:A 15.9% rise in Andromeda (ADN, 36.5¢ up 5¢, $787m, daily, hourly) added 1.1%.A 3.4% rise in SciDev (SDV, 75¢ up 2.5¢, $115m, daily, hourly) added 1.1%.A 3.2% fall in Audio Pixels (AKP, $27.10 down 90¢, $778m, daily, … Read more
All Ords 7079 down 28 pts or 0.4%Superfund portfolioPerformanceThe portfolio rose 0.7%, taking the gain for the week to 1.3% and the YTD return to 23.1%. Main features today:A 6.4% rise in Audio Pixels (AKP, $25.19 up $1.52, $723m, daily, hourly) added 0.7%.A 5.1% rise in Alpha (A4N, 41¢ up 2¢, $284m, daily, hourly) added … Read more
All Ords 6812 up 70 pts or 1.0%Portfolio stocksAndromeda (ADN) and Minotaur (MEP)I spent some time today redoing my financial model of the Great White project (at least that part of it in the Poochera/Streaky Bay area) to take into account the various potential products for the four market areas so far identified: porcelain, coatings, … Read more
All Ords 6265 up 2 pts or evenSuperfund portfolioThe portfolio gained 2.1%. Main influences were as follows:Phoslock shares (PET, 24.5¢, $153m) were suspended 17 September.A 4.0% rise in SciDev shares (SDV, 78¢ up 3¢, $119m, daily, hourly) added 1.5%.A 3.2% rise in Audio Pixels shares (AKP, $28.51 up 88¢, $818m, daily, hourly) added 0.6%.A 3.7% … Read more
All Ords 6133 down 35 pts or 0.6%Superfund portfolioThe portfolio rose 0.8%, taking the loss for the week to 4.9% and the financial YTD return to 14.9%. Main influences today were as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 3.2% rise in SciDev shares (SDV, 74¢ up 2.3¢, $113m, daily, hourly) … Read more