Thu 20 Oct 2022

All Ords 6919 down 81 pts or 1.2%I am writing this from St Ives tonight and will be in NZ for a week or so from tomorrow but will try to cover the quarterlies, etc.Portfolio transactionsThis morning the Superfund sold its remaining CXL shares at an average of just over $4.80 against a book value … Read more

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Tue 20 Sep 2022

All Ords 7030 up 82 pts or 1.2%PET selling eased up today and the shares mounted a lukewarm rally, but Animoca fell sharply. And a couple of new breakouts are highlighted.Portfolio performancesThe Superfund portfolio lost 2.5% as follows:A 16.0% fall in Animoca on Primary Markets ($2.25 down 43ยข, $2.28/2.49, $4.1b, LT, ST) took 2.6%.A 2.8% … Read more

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