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
All ords 6832 up 31 pts or 0.5%Trading portfolioThe portfolio had a tremendous day, up 6.2%. It took the gain for the week to 14.6% and the YTD return to 14.6% too, since the YTD is just the one week.Once again, SDV +18% accounted for the bulk of the gain, being up 2¢ to 13¢, … Read more
All Ords 6741 up 10 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.Trading portfolioThe portfolio rose 1.6%. It was due mainly to SDV … Read more
All Ords 6730 up 32 pts or 0.5%This blogThanks again for all the responses to my query. After a lot of thought I have decided to continue with the service, even if I might miss a day or two every now and then. And I will append my banking details at the bottom of each … Read more
12.40pm, Monday 1 JulyAn extraordinary opportunityThis morning’s announcement was stunning. I am absolutely floored. The company was likewise astounded, because the tender process came like a bolt of lightning, opening unexpectedly on Wednesday last week and closing on Friday. What was to have been a trial application of phoslock generating revenue of $1m per month, … Read more
All Ords 6624 up 99 pts or 1.5%Trading portfolioThe portfolio slipped 0.2%. Most stocks rose, some of them substantially, but unfortunately a fall in biggest holding SDV -6%, which by itself knocked 1.5% off the portfolio value, more than offset the gains elsewhere. Stocks that contributed most were ALC +8% then CAI +8%, FGR +2%, … Read more
All Ords 6466 up 23 pts or 0.3%Trading portfolioI bought into two new stocks this morning, being Audinate Group (AD8, $7.91 up 47¢, $454m) at $7.88 and Dubber Corporation (DUB, $1.18 up 1.5¢, $220m) at $1.17. Both are in advanced uptrends but look well placed to continue.The porfolio fell very heavily, down 3.7%, due to … Read more
All Ords 6444 up 26 pts or 0.4%Trading portfolioThe portfolio fell 0.9% today with the main influence being FGR -12%, which by itself knocked 1.7% from the portfolio value. Other significant falls were VHT -9% as it came back on post the entitlement issue, and BRN -5%. On the positive side were ALC +20%, VMS … Read more
All Ords 6489 down 47 pts or 0.7%Trading portfolioThis morning the unfilled portion of the buy order in First Graphene (FGR, 24.5¢ even, $107m) was completed at 22.5¢, which was fortunate timing on the day. The stock now accounts for 12% of the portfolio. I also bought into Brainchip (BRN, 5.4¢ down 0.7¢, $57m) at … Read more
All Ords 6584 down 14 pts or 0.2%Trading portfolioThe portfolio fell 0.9% . Most stocks fell, including (worst effect first) FGR -5%, RSH -6%, TGM -6%, DCC -7%, KGN -6% and LVT -6%. I am not too concerned with these falls as for most, it is merely a pullback from strong rises earlier. But I … Read more
All Ords 6371 up 44 pts or 0.7%Trading portfolioThe portfolio rose 2.3% today. By far the best contributor was YOJ +67% which by itself added 2.3% to the portfolio. Other movements balanced out – most positive were ISX +9% and CAI +8%; most negative were DCC -15% and LVT -6%.The phenomenal rise in Yojee (YOJ, … Read more
All Ords 6393 up 16 pts or xx%Trading portfolioToday I inadvertedly sold some more RCE at 21¢ – I thought I had cancelled the order. I have sold almost half the original holding now.The portfolio had another good day, up 2.1%, which took the gain for the week to 5.8% and the YTD return to … Read more
All Ords 6427 down 3 pts or virtually unchangedTrading portfolio It was a disappointing day with recent purchases doing badly. The portfolio fell 0.9%, taking the loss for the week to 2% and the return for the YTD to 4.0%.. Main negatives were LVT -8%, RHP -8%, AB1 -6% and RCE -7%. The main positive … Read more
All Ords 6450 down 24 pts or 0.4%Trading portfolioI completed the following transactions today:Sold out of Kogan (KGN, $5.46 down 22¢, $512m) at $5.51, making a small loss on the $5.60 paid a week ago, on the basis that it could weaken further in the short term.Sold half the position in Livetiles (LVT, 57¢ up … Read more
All Ords 6213 up 4 pts or 0.1%Trading portfolioThe portfolio did not change in value today. Worst were LVH -6% and FGR -6%, best were LVT +4% and ALC +11%.Livehire (LVH, 52.5¢ down 3.5¢, $142m) is now well below the 60¢ at which last week’s $15m placement was done. I had thought they would bounce … Read more
All Ords 5937 down 14 pts or 0.2%Trading portfolioThe portfolio rose 0.8% today due to strength in gold stocks EVN +8% and SAR +5%, and also PNV +7%. On the negative side, SDV -19% gave up some of its recent gains just ahead of the quarterly issued after the close.Nice to see PNV pop.Long term … Read more
Trading portfolioThis morning I bought back into two other stocks that I had sold prior to Christmas, being Aurelia Metals (AMI, 79¢ even, $686m) at 80¢ and Bellevue Gold (BGL, 49¢ up 1¢, $221m) at 50¢. Both these junior gold companies are at prices a little higher than I sold them, but their charts look … Read more
Trading portfolio Today I was forced to sell out of my remaining shares in coal miner Terracom (TER, 64¢ down 6¢, $243m) at 65¢ after it broke longer term support. I had sold half the holding on 9 October at 73.2¢ when it broke short term support. I had purchased them in July and August … Read more
Trading portfolio I made five trades this morning: – Sold out of Audio Pixels (AKP, $13.01 down 55¢, $350m) at $13.05, a big loss on the $16.10 purchase price, after it broke support. – Sold down a further 30% of the remaining position in Afterpay (APT, $18.95 down $1.00, $4.1b) at $19.07, still a good … Read more
Trading portfolio This morning I purchased a holding in Synlait Milk (SM1, $11.76 up 75¢, $2.1b) at $11.41 after it broke out yesterday. I also chanced my arm and bought back some Speedcast (SDA, $4.20 down $2.51 or 37%, $1.0b) at $4.53. I had been kicking myself for being knocked out of the stock at … Read more