All Ords 7089 up 39 pts or 1.5%A better day today.Commentary on PET.And some breakouts of interest.Portfolio performancesThe Superfund portfolio rose 2.2%, taking the loss for the week to 4.7% and the return for the financial YTD to minus 38.0%. Movements today were as follows:A 4.0% rise in Animoca on Primary Markets ($2.34 up 9¢, … Read more
All Ords 7238 up 2 ptsPortfolio transactionsThis morning I bought into Magnis Energy Technologies (MNS, 38.5¢ down 4¢, $323m, daily, hourly) at 44.5¢. I thought I did well because my buy price was well below the peak of 49.5¢ post the announcement (see below) but it kept falling and closed down 4¢ on the day. … 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
All Ords 6924 down 76 pts or 1.1%This report was delayed into the weekend because I wanted to add some detail for the new trading portfolio position within the Superfund and that took an enormous amount of time. Some parts of the spreadsheet had to be rewritten. Anyway, it’s done now.I should do the same … Read more