All Ords 6918 down 143 pts or 2.0%Superfund portfolioBreakout transactionsThis morning I took the plunge in a very weak market and bought into yesterday’s highlighted breakout Magnis Energy Technologies (MNS, 37.5¢ up 12.5¢ or 50.0%, $274m, daily, hourly) at 31¢. Unfortunately unlike 99% of its fellow ASX-listed stocks MNS rose today so I had to … Read more
All Ords 6893 up 47 pts or 0.7%Superfund portfolioPerformanceThe portfolio gained 0.8% as follows:A 1.3% rise in SciDev (SDV, 79¢ up 1¢, $121m, daily, hourly) added 0.5%.A 5.5% rise in Andromeda (ADN, 29¢ up 1.5¢, $624m undiluted, daily, hourly) added 0.3%A 3.1% fall in Alpha (A4N, 31.5¢ down 1¢, $218m, daily, hourly) took 0.1%Movements in … Read more
All Ords 6888 up 32 pts or 0.5%Portfolio stocksVaccineIt is stating the obvious to say that the widespread availability of a vaccine will transform business conditions for PET and to a lesser extent for AKP, EOS and SDV, and it will make life easier for all the companies in the portfolios.PhoslockYou have probably noticed I … Read more
All OrdsSuperfund portfolioThe portfolio xx in value as follows:A xx in Phoslock shares (PET) xx value.An xx in SciDev shares (SDV) xx value.A xx in Audio Pixels shares (AKP) xx value.Movements in other stocks xx value. Trust portfolioThe portfolio xx in value as follows:The xx in Phoslock shares (PET, see details above) xx value.A xx … Read more
All Ords 6687 up 78 pts or 1.3%As you probably know the ASX platform was down from 10.24am due to technical issues and so trading ceased at that time. However, the announcements stream was still available. I had thought about skipping today’s commentary but there were some interesting moves in the 24 minutes the market … Read more
All Ords 6619 down 32 pts or 0.5%Portfolio stocksPhoslockPET gave an update this morning on progress with independent investigations into the fraud perpetuated by (ex) employees in China. It would appear that the investigation is complete. The board’s audit committee is considering the recommendations made before determining what the company’s next course of action should … Read more
All Ords 6357 down 17 pts or 0.3%Superfund portfolioThe portfolio dropped 1.3% in value as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 3.1% fall in SciDev shares (SDV, 77.5¢ down 2.5¢, $118m, daily, hourly) cut 1.2%.A 0.8% fall in Audio Pixels shares (AKP, $30.81 down 26¢, $884m, daily, hourly) took 0.2%. … Read more
All Ords 6397 down 39 pts or 0.6%Superfund portfolioThe portfolio rose 1.7% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 0.6% rise in SciDev shares (SDV, 78¢ up 0.5¢, $119m, daily, hourly) added 0.2%.A 3.0% rise in Audio Pixels shares (AKP, $29.75 up 86¢, $854m, daily, hourly) added 0.5%.Movements in other … Read more
All Ords 6306 up 66 pts or 1.1%Superfund portfolioThe portfolio lost 0.3% in value as follows:Phoslock shares (PET, 24.5¢, $153m) remain in suspension.A 1.5% fall in SciDev shares (SDV, 66¢ down 1¢, $100m, daily, hourly) took 0.5%.A 1.2% fall in Audio Pixels shares (AKP, $28.75 down 5¢, $825m, daily, hourly) took 0.2%.Movements in other stocks … Read more
All Ords 6069 down 78 pts or 1.3%No charts again today. I did not have time today to address the problem which is somehow related to an issue with my Chrome program. I can view the charts without a problem but I can’t link this document to them. Might have to reload Chrome tomorrow.Portfolio transactionsLast … Read more
All Ords 6512 down 226 pts or 3.3%Another awful day all round. No point selling anything now. I will just have to ride it out. In fact, I am thinking of buying rather than selling.Trading portfolioThe portfolio fell 8.7%, taking the decline for the week to 23.7% and the financial YTD return to 105.5%.A 10.4% … Read more
All Ords 7121 up 12 pts or 0.2%Trading portfolioThe portfolio rose 0.2%, reducing the loss for the week to 3.0% and taking the financial YTD return to 121.4%.The 0.6% fall today in SciDev shares (SDV, 79.5¢ down 0.5¢, $102m undiluted) cut 0.4% from portfolio value. Here are the daily and hourly charts. I was not … Read more
All Ords 6853 up 41 pts or 0.6%Trading portfolioSciDev (SDV, 542 up 3¢, $69m)The rise today added 3.3% to portfolio value. The shares tentatively broke the downtrend line but then retreated to close below it. So I would need further evidence before I could call the downtrend broken. Here are the daily and hourly charts.Other … Read more
All Ords 6814 up 22 pts or 0.3%Trading portfolioSciDev (SDV, 50¢ even, $64m)Here are the daily and hourly charts. Nothing more to add today.Other holdingsMovements in other stocks took 0.5% from portfolio value. Main influences were 3DP-5%, BRN-6% and A4N+3%. A number of stocks in the portfolio, in fact the majority, are not behaving as … Read more
All Ords 6818 down 147 pts or 2.1%Trading portfolioSciDev (SDV, 52.5¢ up 2¢, $67m)The stock fell to 47¢ early today before mounting a recovery. It remains in downtrend.Other holdingsI sold out of Zoono (ZNO, 26.5¢ up 2.5¢, $43m) this morning at 24¢ because I needed to withdraw some cash from the portfolio. It seems I … Read more
All Ords 6612 down 142 pts or 2.1%Trading portfolioSciDev (SDV, 40¢ down 0.5¢, $49m)The further fall cut another 0.7% from portfolio value. Here are the daily and hourly charts. The stock may possibly have cut its short term uptrend, but it is too early to tell.I sold almost 12% of my holding today at 38.5¢. … Read more
All Ords 6824 up 38 pts or 0.6%Trading portfolioSciDev (SDV, 40¢ even, $49m)The statutory accounts were released today and at first glance everything seemed in order. I will have a closer look over the weekend. Nothing more to add today.Other holdingsOther stocks added 0.5% to portfolio value. By far the best contributor was A4N +6%, … Read more
All Ords 6678 down 20 pts or 0.3%Trading portfolioSciDev (SDV, 32.5¢ up 1.5¢, $35m)The rise today added 2.5% to the portfolio value. It is encouraging that Friday’s gains have been preserved but of course it helped that a briefing was released on FY20 sales to-date. I have written an update research report taking into account … Read more
All Ords 6601 up 35 pts or 0.5%Trading portfolioSciDev shares (SDV) remain in their trading halt, today extended to a suspension until Friday. A suspenseful suspension!Other stocks added 1.1% to the portfolio value. By far the best was ISX +18% following its profit release, which by itself added 1.0% to portfolio value. Other bright spots … Read more
All Ords 6566 up 35 pts or 0.5%Trading portfolioSciDev shares (SDV) remain in a trading halt pending that eagerly awaited announcement.Other stocks added 0.3% to portfolio value. Best contributors were ISX +3% followed by CDA +4% then TAM +4%.Long term portfolio The portfolio rose 0.6% in value. Golds cut 1.4% from the value, other stock … Read more
All Ords 6531 down 83 pts or 1.3%Trading portfolioSciDev (SDV, 25¢ even) was in a trading halt all day pending an announcement in relation to a commercial transaction. Sounds interesting. Almost bound to be positive.Other stocks fell 0.1% with the junior golds adding 0.5% and the others subtracting 0.6% from the valuation. Best were WAF … Read more
All Ords up 21 pts or 0.3%Trading portfolioAnother 4% fall in SciDev shares (SDV, 25¢ down 1.5¢, $27m) took 2.0% from portfolio value. It remains in consolidation mode.Other stocks cut another 0.9% from value with the junior golds being the main culprits. Worst were TAM -9%, SGQ -10% and BCN -4%. There were no significant … Read more
All Ords 6589 up 42 pts or 0.7% Voluntary paymentThose of you who think this service is worth paying for can now do so. You can make a voluntary contribution to my bank account, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6711 down 136 pts or 2.0% Voluntary paymentThose of you who think this service is worth paying for can now do so. You can make a voluntary contribution to my bank account, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6897 down 32 pts or 0.4% Voluntary paymentThose of you who think this service is worth paying for can now do so. You can make a voluntary contribution to my bank account, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6879 down 23 pts or 0.3% Voluntary paymentThose of you who think this service is worth paying for can now do so. You can make a voluntary contribution to my bank account, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6764 up 28 pts or 0.4% Voluntary paymentThose of you who think this service is worth paying for can now do so. You can make a voluntary contribution to my bank account, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6789 down 27 pts or 0.2% Voluntary paymentThose of you who think this service is worth paying for can now do so. You can make a voluntary contribution to my bank account, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6778 up 28 pts or 0.4% Voluntary paymentThose of you who think this service is worth paying for can now do so. You can make a voluntary contribution to my bank account, the details of which are shown here. In due course I intend to provide an easier way to pay via credit … Read more
All Ords 6750 down 7 pts or 0.1% Voluntary paymentThose of you who think this service is worth paying for can now do so. You can make a voluntary contribution to my bank account using this link, or the one at the end of the article. In due course I intend to provide an easier … Read more