All Ords 7826 up 3 ptsPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.1% as follows:A 1.5% fall in Audio Pixels (AKP, $27.58 down 42¢, $792m, daily, hourly) took 0.2%.A 3.1% rise in Andromeda (ADN, 16.5> up 0.5¢, $406m, daily, hourly) added 0.2%.A 1.9% fall in Alpha (A4N, 50.5¢ down 1¢, $400m, daily, hourly) took 0.1%.A … Read more
All Ords 7735 down 35 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.3% as follows:A 3.4% rise in SciDev (SDV, daily, hourly) added 1.1%.A 4.0% rise in Audio Pixels (AKP, daily, hourly) added 0.6%.A 5.6% rise in Alpha (A4N, daily, hourly) added 0.3%.A 3.0% rise in Andromeda (ADN, daily, hourly) added 0.2%.A 5.3% … Read more
All Ords 7064 up 47 pts or 0.7%There will be no daily comment issued on Good Friday or Easter Monday, but the Weekly Market Review will be issued over the weekend. Have a good one!Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.1% cutting the gain for the week to 2.9% and the gain for the … Read more
All Ords 6939 down 20 pts or 0.3%Some of you have expressed the wish to receive articles posted on the website via email. You can now choose this option by scrolling to the bottom of any post, adding a comment, clicking on the box for “Notify me of any new posts by email” then clicking … Read more
All Ords 6740 down 3 ptsPortfolio stocksNo announcements today and I had no time to do any work on ADN.Nice to see that recovery in SDV.Other stocksPushpay Holdings (PPH, $6.87 down 18¢, $1.9b, daily)I updated my financial model for the half yearly released earlier this month and had to increase my projections. On my numbers … 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
All Ords 6265 up 2 pts or evenSuperfund portfolioThe portfolio gained 2.1%. Main influences were as follows:Phoslock shares (PET, 24.5¢, $153m) were suspended 17 September.A 4.0% rise in SciDev shares (SDV, 78¢ up 3¢, $119m, daily, hourly) added 1.5%.A 3.2% rise in Audio Pixels shares (AKP, $28.51 up 88¢, $818m, daily, hourly) added 0.6%.A 3.7% … Read more
All Ords 6895 down 30 pts or 0.4%Trading portfolioThe fall in SciDev shares (SDV, 60¢ down 4.5¢, $77m) cut 4.7% from portfolio value. I guess a reaction was overdue given recent gains; I’m not too concerned about it at this point. Here are the daily and hourly charts. Movements in the other holdings shaved 0.1% … Read more