All Ords 6762 up 71 pts or 1.0%Superfund portfolio performanceThe portfolio rose 1.1%, taking the gain for the week to 3.0% and the return for the financial YTD to minus 28.6%. Movements today were as follows:A 6.1% rise in SciDev (SDV, 17.5¢ up 1¢, $33m, daily, hrly) added 0.5%.A 3.5% rise in Calix (CXL, $6.29 … Read more
All Ords 7472 up 72 pts or 1.0%Superfund portfolio performanceThe portfolio lost 0.3%, taking the gain for the week to 0.1% and the return for the financial YTD to minus 16.2%. Movements today were as follows:A 13.1% fall in Animoca on Primary Markets ($2.52 down 38¢, $4.5b) took 1.6%.A 6.3% rise in Audio Pixels (AKP, … Read more
All Ords 7692 up 53 pts or 0.7%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 0.7% as follows:A 5.0% fall in Audio Pixels (AKP, $23.06 down $1.22, $662m, daily, hourly) took 0.7%.A 5.8% rise in Calix (CXL, $5.47 up 30¢, $879m, daily, hourly) added 0.3%.A 5.7% fall in Alpha (A4N, 49.5¢ down 3¢, $393m, daily, hourly) … Read more
All Ords 7691 up 41 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio plummeted 3.3% as follows:A 22% fall in Animoca (old code ABI, $1.40 down 40¢, quotes $1.36/1.78, $2.0b, daily) took 1.7%.A 5.1% fall in SciDev (SDV, 84¢ down 4.5¢, $134m, daily, hourly) took 1.6%.A 4.8% rise in Calix (CXL, $5.20 up 24¢, $833m, … Read more
All Ords 7063 up 41 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.1%, taking the loss for the week to 4.7% and the return for the financial YTD to 23.0%. Main influences today were:A 10.7% fall in Element 25 (E25, $2.50 down 30¢, $332m, daily, hourly) took 0.2%.A 1.3% rise in Audio Pixels … Read more
All Ords 7134 up 32 pts or 0.5%Superfund portfolioBreakout transactionsThis morning I sold just over 1% of the SciDev holding (SDV, 75.5¢ down 1.5¢, $116m) at 75¢, making a good profit on the 7¢ it cost in March 2019 although not so much on the 58¢ marked to market at 30 June 2020.With the proceeds … Read more
All Ords 6698 up 11 pts or 0.2%Portfolio stocksSciDevThis morning prior to the open SDV announced that between 12 and 16 Nov Lewis Utting sold 749,999 shares at an average of 79¢, realising $592,500 in cash, and at the same time outlaid $80,000 by exercising 800,000 of his 10¢ options expiring 23 July 2022. He … Read more