All Ords 7696 down 45 pts or 0.4%Good performances elsewhere were offset by another drop in AKP.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 6.4% fall in Audio Pixels (AKP, $7.49 down 51¢, $218m, wkly, daily, hrly) took 1.4%. A 2.4% rise in SciDev (SDV, 42¢ up 1¢, $80m, daily, hrly) added 0.5%. A 7.8% … Read more
All Ords 7729 up 18 pts or 0.2%Today’s highlight was the dramatic surge in PET out of the blue.Portfolio performancesThe Superfund portfolio gained 5.3% as follows:A 48.7% rise in Phoslock (PET, 6.4¢ up 2.1¢, $40m, wkly, daily, hrly, 10min) added 6.0%. A 3.6% fall in Audio Pixels (AKP, $8.30 down 31¢, $241m, daily, hrly) took … Read more
All Ords 7605 up 65 pts or 0.9%It will be a busy couple of weeks for me. We have entered the all-important quarterly reporting season with PET issuing its report today. It was a reasonable quarter and I comment further below. I am looking forward to reports from the other holdings, especially those from AKP, … Read more
All Ords 7371 down 36 pts or 0.5%PET continues its dreadful performance and whose to say it isn’t deserved. Where are the sales!Portfolio transactionsThis afternoon the Superfund bought back at 73c the A4N it sold last week at 74c. They hit a low of 69.5c later that week and I had thought they might fall … Read more
All Ords 7488 down 40 pts or 0.5%Another quiet day.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 2.2% rise in Audio Pixels (AKP, $11.45 up 25¢, $331m, wkly, daily, hrly) added 0.7%. A 3.4% rise in Alpha (A4N, 75¢ up 2¢, $643m, daily, hrly) added 0.5%. A 2.7% fall in Phoslock (PET, 3.6¢ down 0.1¢, … Read more
All Ords 7442 up 23 pts or 0.3%I’m better today but my second RAT test was positive so after lunch I went and got a PCR test done. Results awaited.Three of the portfolio stocks made positive announcements so that was nice, albeit the market didn’t take much notice.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A … Read more
All Ords 7350 evenAt the prompting of a subcriber I corrected the calc for Investment Trust performance. I had been calculating a YTD return worse than -100%, which of course is impossible. The correct figure is -80% (when PET relisted the YTD return went from +0.4% to -65% in one day, and the stock has … Read more
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 7055 up 81 pts or 1.2%A terrible day for the portfolios today due to large falls in Animoca, PET and to a lessor extent AKP. And there were lots of quarterlies and other announcements to digest.I don’t have time to review other stocks today because of the time spent on writing up the … Read more
All Ords 7042 up 37 pts or 0.5%A better day for the portfolios but travel (we are now in Cambridge NZ) and IT problems have meant I could not do as much as I wanted to on research, etc.Portfolio performancesThe Superfund portfolio gained 2.3% as follows:A 2.6% rise in Audio Pixels (AKP, $11.80 up 30¢, … Read more
All Ords 6978 up 109 pts or 1.6%I am still in NZ and finding it difficult to complete these reports. Tomorrow might be better.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 5.1% fall in Animoca on Primary Markets ($1.87 down 10¢, $1.872.00, $3.4b) took 0.8%.A 1.1% fall in Audio Pixels (AKP, $11.80 down 13¢, $341m, … Read more
All Ords 7000 up 24 pts or 0.3%PET killed me today but really no surprise. Great long term potential but….And CXL made an important announcement regarding a capital raise and a licence deal with Heidelberg.Portfolio performancesThe Superfund portfolio lost 1.3% as follows:A 6.4% fall in Phoslock (PET, 4.4¢ down 0.3¢, $27m, daily, hrly) took 0.8%.A … Read more
All Ords 6854 down 94 pts or 1.4%Another day, another loss. And I comment on CXL, PET and TER.Portfolio performancesThe Superfund portfolio lost 2.8% as follows:A 6.6% fall in Audio Pixels (AKP, $12.10 down 85¢, $350m, daily, hrly) took 2.3%.A 4.7% fall in Andromeda (ADN, 4.1¢ down 0.2¢, $128m, daily, 4hrly) took 0.3%.A 1.9% fall … Read more
All Ords 6835 down 8 pts or 0.1%The highlights were a rescue of EOS and a poor performance by PET; I am very cautious of the latter as discussed below. And there are three new breakouts to consider.Portfolio performancesThe Superfund portfolio lost 1.4% as follows:A 4.4% rise in Audio Pixels (AKP, $12.95 up 55¢, $m, … Read more
All Ords 6679 down 82 pts or 1.2%Summary commentsPortfolio transactionsI was out of the office most of the day doing various things and got back about 3.30pm to see that someone had bought 612 AKP shares at $12.95. And there was a further 111 offered at $2.95. So I placed another buy order at $13 … Read more
All Ords 6983 down 99 pts or 1.4%The feature of the day, for me anyway, was the ASX suspension being lifted on PET and the dramatic collapse in price from the level at which it last traded two years ago. As anticipated. As deserved. And of course my net wealth has suffered a terrible blow, … Read more
All Ords 7226 down 4 pts or 0.1%PET, A4N and AKP all reported today, and what with that and PET’s webinar I am a bit snowed under. And the fact that EOS and SDV have not yet reported appears ominous. But no doubt they will do so tomorrow.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A … Read more
All Ords 7174 up 58 pts or 0.8%Superfund portfolio performanceThe portfolio rose 2.7%, taking the gain for the week to 4.0% and the return for the financial YTD to 14.6%. Movements today were as follows:An 11.5% rise in SciDev (SDV, 34¢ up 3.5¢, $64m, daily, hrly) added 1.7%.A 5.8% rise in Audio Pixels (AKP, $17.05 … Read more
All Ords 6793 down 84 pts or 1.2%Superfund portfolio performanceThe portfolio lost 0.6% as follows:A 10.5% fall in SciDev (SDV, 17¢ down 2¢, $32m, daily, hrly) took 1.1%.A 10.1% gain in Animoca on Primary Markets ($2.40 up 22¢, $4.3b) added 1.1%.A 3.5% fall in Audio Pixels (AKP, $16.51 down 59¢, $474m, daily, hrly) took 0.5%.A … Read more
All Ords 7145 down 95 pts or 1.3%Superfund portfolio performanceThe portfolio fell 1.7%, taking the loss for the week to 8.5% and the return for the financial YTD to minus 24.7%. So not a good week! Movements today were as follows:A 4.6% fall in SciDev (SDV, 20.5¢ down 1¢, $39m, daily, hrly) took 0.5%.A 7.4% … Read more
All Ords 7433 down 39 pts or 0.5%Superfund portfolio performanceThe portfolio lost 1.1% as follows:A 4.0% fall in Audio Pixels (AKP, $20.25 down 85¢, $581m, daily, hrly) took 0.6%.A 3.2% rise in Animoca on Primary Markets ($2.60 up 8¢, $4.7b) added 0.3%.A 4.6% fall in Alpha (A4N, 51.5¢ down 2.5¢, $410m, daily, hrly) took 0.3%.A … Read more
All Ords 7413 up 74 pts or 1.0%Superfund portfolio performanceThe portfolio rose 0.6%, taking the gain for the week to 0.3% and the return for the financial YTD to minus 16.3%. Movements today were as follows:A 4.8% rise in Andromeda (ADN, 11¢ up 0.5¢, $341m, daily, hrly) added 0.3%.A 2.1% rise in SciDev (SDV, 24.5¢ … Read more
All Ords 7399 up 8 pts or 0.1%Superfund portfolio performanceThe portfolio gained 1.2% as follows:A 6.4% rise in SciDev (SDV, 25¢ up 1.5¢, $47m, daily, hrly) added 0.7%.A 3.1% rise in Calix (CXL, $7.67 up 23¢, $1.2b, daily, hrly) added 0.3%.A 2.4% fall in Audio Pixels (AKP, $18.50 down 45¢, $531m, daily, hrly) took 0.3%.A … Read more
All Ords 7725 up 82 pts or 1.1%Superfund portfolio performanceThe portfolio fell 2.6%, taking the loss for the week to 5.0% and the return for the financial YTD to minus 8.1%. Movements today were as follows:A 26.6% panic in SciDev (SDV, 29¢ down 10.5¢, $54m, wkly, daily, hrly) took 4.4%.An 8.5% rise in Animoca on … Read more
All Ords 7887 up 18 pts or 0.2%Superfund portfolio performanceThe portfolio lost 0.8% as follows:A 3.1% fall in Calix (CXL, $8.94 down 29¢, $1.4b, daily, hrly) took 0.4%.A 2.7% fall in Audio Pixels (AKP, $19.21 down 53¢, $551m, daily, hrly) took 0.3%.A 1.1% fall in SciDev (SDV, 44¢ down 0.5¢, $83m, daily, hrly) took 0.2%.A … Read more
All Ords 7870 up 2 pts onlySuperfund portfolio performanceThe portfolio lost 0.1% as follows:A 4.5% fall in Andromeda (ADN, 10.5¢ down 0.5¢, $326m, daily, hrly) took 0.3%.A 2.9% fall in Alpha (A4N, 67¢ down 2¢, $533m, daily, hrly) took 0.2%.A 1.1% rise in SciDev (SDV, 44.5¢ up 0.5¢, $84m, daily, hrly) added 0.2%.A 0.8% rise … Read more
All Ords 7772 up 37 pts or 0.5%Superfund portfolio performanceThe portfolio gained 0.9% as follows:A 4.5% rise in Audio Pixels (AKP, $19.20 up 83¢, $551m, wkly, daily, hrly) added 0.5%.A 3.2% rise in Alpha (A4N, 64.5¢ up 2¢, $513m, daily, hrly) added 0.2%.A 1.3% rise in Animoca on Primary Markets ($4.05 up 5¢, $7.3b) added … Read more
We are in Adelaide this weekend. Back to civilisation!All Ords 7339 down 72 pts or 1.0%Superfund portfolio performanceThe portfolio rose 0.4%, taking the gain for the week to 0.7% and the return for the financial YTD to minus 0.1%. Movements today were as follows:A 4.6% rise in SciDev (SDV, 45.5¢ up 2¢, $86m, daily, hrly) … Read more
All Ords 7447 up 41 pts or 0.6%Superfund portfolio performanceThe portfolio lost 1.2% as follows:A 6.7% fall in Animoca on Primary Markets ($4.20 down 30¢, $7.5b) took 1.3%.A 4.5% rise in Audio Pixels (AKP, $19.98 up 86¢, $573m, daily, hrly) added 0.5%.A 2.3% fall in SciDev (SDV, 43¢ down 1¢, $81m, daily, hrly) took 0.4%.A … Read more
All Ords 7406 up 21 pts or 0.2%Superfund portfolio performanceThe portfolio gained 0.5% as follows:A 5.7% rise in Calix (CXL, $6.33 up 34¢, $1.02b, daily, hrly) added 0.4%.A 2.6% fall in Andromeda (ADN, 19¢ down 0.5¢,$472m, daily, hrly) took 0.2%.A 1.1% rise in SciDev (SDV, 44¢ up 0.5¢, $83m, daily, hrly) added 0.2%.A 0.7% rise … Read more