MGV

Mon 5 Jun 2023

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All Ords 7401 up 70 pts or 1.0%AKP and MEI were the star performers today, while A4N made a very positive announcement.Portfolio transactionsI sold more than half of the PET in the Superfund at between 1.6c and 1.7c at a substantial loss.Portfolio performancesThe Superfund portfolio gained 3.8% as follows:An 8.9% rise in Audio Pixels (AKP, … Read more

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Tue 11 Apr 2023

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All Ords 7504 up 92 pts or 1.2%Good performances by A4N and PEK were offset entirely by poor performances by PET and SDV.I comment below on announcements by AKP and PEK and highight some breakouts.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 6.2% rise in Alpha (A4N, 93.5¢ up 5.5¢, $802m, daily, hrly) added 1.3%. … Read more

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