Tue 11 Jun 2024

All Ords 8006 down 107 pts or 1.3%The fall in the market was led by the major resource stocks and my portfolio stocks did not escape unscathed. But hopefully just a blip in the overall scheme of things.And I comment on CXL following its presentation.Portfolio performancesThe Superfund portfolio lost 1.4% as follows:Animoca on Primary Markets … Read more

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Thu 13 Oct 2022

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

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Wed 21 Jul 2021

All Ords 7581 up 55 pts or 0.7%Portfolio transactionsVirtual portfolioI added back at yesterday’s closing prices three of the six stocks I sold yesterday, being LYC at $5.73, VUL at $8.97 and XF1 at46¢, at the usual $10,000 apiece.I also added $10,000 of Predictive Discovery (PDI, 13.5¢ up 0.5¢, $182m, daily, hourly) at yesterday’s closing … Read more

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Fri 5 Feb 2021

All Ords 7113 up 75 pts or 1.1%Superfund portfolioBreakout transactionsNone today.PerformanceThe portfolio rose 1.8%, taking the gain for the week to 1.5% and the return for the financial YTD to 21.9%. Main features today were as follows:An 8.9% rise in Audio Pixels (AKP, $29.40 up $2.40, $844m, weekly, daily) added 1.2%.A 9.3% rise in Andromeda … Read more

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Mon 9 Nov 2020

All Ords 6516 up 121 pts or 1.9%Sites that offer free research generally get paid by the companies they cover. I have opted to stay independent but I would like some compensation for my time and outlay. The system of voluntary contributions that I put in place some years ago has not been all that … Read more

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