All Ords 7005 up 11 pts or 0.2%The Superfund did well today although it would have done much better if it had been able to hold onto all the SDV shares, because they rallied sharply after release of the quarterly, and if I hadn’t stupidly sold out of CXL.Portfolio performancesThe Superfund portfolio gained 5.1% as … Read more
All Ords 7080 down 146 pts or 2.0%EOS was suspended for failing to lodge its FY22 accounts with ASX. They really need to make a clarifying statement as soon as possible. Is the failure due to personnel changes and thus lodgement is merely delayed, or is the company potentially in financial diffculties and the auditor … Read more
All Ords 7025 up 19 pts or 0.3%Superfund portfolio performanceThe portfolio lost 2.0% as follows:A 4.6% fall in Audio Pixels (AKP, $16.50 down 80¢, $474m, daily, hrly) took 1.0%.A 6.7% fall in SciDev (SDV, 28¢ down 2¢, $53m, daily, hrly) took 0.9%.A 7.2% fall in Animoca on Primary Markets ($2.70 down 21¢, $5.0b) took 0.8%.A … Read more
All Ords 7006 down 5 pts or 0.1%Superfund portfolio performanceThe portfolio gained 1.3% as follows:A 13.2% rise in SciDev (SDV, 30¢ up 3.5¢, $57m, wkly, daily, hrly) added 1.7%.A 5.8% fall in Alpha (A4N, 40.5¢ down 2.5¢, $322m, wkly, daily, hrly) took 0.3%.A 1.1% fall in Andromeda (ADN, 8.9¢ down 0.1¢, $277m, daily, 4hrly) took … Read more
All Ords 6787 down 6 pts or 0.1%Superfund portfolio performanceThe portfolio lost 0.9% as follows:A 3.0% fall in Audio Pixels (AKP, $16.01 down 50¢, $459m, wkly, daily, hrly) took 0.4%.A 3.8% fall in Andromeda (ADN, 7.5¢ down 0.3¢, $233m, daily, 4hrly) took 0.3%.A 2.9% fall in Calix (CXL, $5.40 down 16¢, $872m, wkly, daily, hrly) … 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 7507 up 4 pts or 0.1%Superfund portfolio performanceThe portfolio plummeted 2.9% as follows:A 10.9% fall in SciDev (SDV, 49¢ down 6¢, $92m, wkly, daily, hrly) took 2.3%.A 8.1% fall in Andromeda (ADN, 17¢ down 1.5¢, $422m, daily, 4hrly) took 0.6%.A 3.1% rise in Audio Pixels (AKP, $20.20 up 61¢, $580m, daily, hrly) added … Read more
All Ords 7489 up 75 pts or 1.0%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 4.2% rise in Animoca on Primary Markets ($3.75 up 15¢, $6.7b) added 0.7%.A 5.3% rise in Andromeda (ADN, 20¢ up 1¢, $497m, daily, 4hrly) added 0.4%.A 1.5% rise in Alpha (A4N, 67¢ up 1¢, $533m, daily, hrly) added 0.1%.A 0.7% … Read more
All Ords 7268 up 2 ptsSuperfund portfolio performanceThe portfolio gained 0.1% as follows:A 4.3% fall in Alpha (A4N, 67¢ down 3¢, $533m, daily, hrly) took 0.3%.A 1.3% rise in Animoca on Primary Markets ($4.05 up 5¢, $7.3b) added 0.2%.A 2.7% rise in Andromeda (ADN, 19¢ up 0.5¢, $472m, daily, 4hrly) added 0.2%.A 1.0% fall in … Read more
All Ords 7669 up 12 pts or 0.2%Superfund portfolio performanceThe portfolio gained 1.6% as follows:A 13.9% rise in Andromeda (ADN, 24.5¢ up 3¢, $609m, daily, 4hrly, hrly) added 1.2%.A 7.7% rise in Alpha (A4N, 70¢ up 5¢, $557m, daily, hrly) added 0.5%.A 5.0% fall in Calix (CXL, $6.41 down 34¢, $1.03b, daily, hrly) took 0.4%.A … Read more
All Ords 7708 up 25 pts or 0.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.3% as follows:A 10.7% rise in SciDev (SDV, 57¢ up 5.5¢, $107m, daily, hrly) added 2.0%.A 1.1% rise in Animoca ($4.50 up 5¢, $6.8b) added 0.2%.A 1.0% rise in Alpha (A4N, 51.5¢ up 0.5¢, $409m, daily, hrly) added 0.1%.A 0.3% rise … Read more
All Ords 7636 down 62 pts or 0.8%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.5% as follows:A 9.6% rise in Animoca ($4.00 up 35¢, $6.1b, chart) added 1.5%.A 3.5% fall in SciDev (SDV, 54.5¢ down 2¢, $102m, daily, hrly) took 0.8%.A 3.4% fall in Calix (CXL, $6.21 down 22¢, $1.0b, daily, hrly) took 0.3%.A 2.8% … Read more
All Ords 7558 down 30 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.2% as follows:A 6.1% rise in Audio Pixels (AKP, $20.38 up $1.18, $585m, daily, hrly) added 0.7%.A 3.1% fall in Calix (CXL, $6.67 down 21¢, $1.1b, daily, hrly) took 0.2%.A 0.9% fall in SciDev (SDV, 57.5¢ down 0.5¢, $108m, daily, hrly) … Read more
All Ords 7737 up 11 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio scarcely changed in value but only because once again, Animoca came to the rescue! Movements today were as follows:A 6.4% rise in Animoca ($3.83 up 23¢ or 6.4%, $5.8b) added 1.0%.A 4.5% fall in Audio Pixels (AKP, $20.21 down 95¢, $580m, daily, … Read more
All Ords 7688 down 42 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.7% as follows:A 13.2% rise in Animoca (old code ABI, $3.85 up 45¢, $5.8b) added 1.9%.A 7.5% fall in Calix (CXL, $7.29 down 59¢, $1.2b, daily, hrly) took 0.7%.A 4.7% rise in Alpha (A4N, 55.5¢ up 2.5¢, $440m, daily, hrly) added … Read more
All Ords 7704 down 43 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.1% as follows:A 4.8% fall in SciDev (SDV, 59¢ down 3¢, $110m, daily, hrly) took 1.1%.A 3.0% fall in Animoca (old code ABI, $3.20 down 10¢, $4.8b) took 0.4%.A 5.2% fall in Alpha (A4N, 55¢ down 3¢, $436m, daily, hrly) took … Read more
All Ords 7739 down 19 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.2% as follows:An 11.9% rise in Animoca on Primary Markets (old code ABI, $3.30 up 35¢, quotes $3.02/$3.27, $5.0b) added 1.5%.A 17.5% fall in Andromeda (ADN, 16.5¢ down 3.5¢, $406m, daily, 4hrly, hourly) took 1.5%.A 7.8% rise in Alpha (A4N, 55¢ … Read more
All Ords 7647 down 45 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio plummeted 2.4% as follows:A 9.0% fall in SciDev (SDV, 65.5¢ down 6.5¢, $104m, weekly, daily, hourly) took 2.5%.A 5.0% rise in Animoca (old code ABI, $2.10 up 10¢, quotes $2.01/$2.30, $3.2b) added 0.4%.A 5.7% fall in Andromeda (ADN, 16.5¢ down 1¢, $406m, … Read more
All Ords 7639 down 101 pts or 1.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 2.6%, taking the loss for the week to 3.0% and the return for the financial YTD to zero. Movements today were as follows:An 8.3% fall in Audio Pixels (AKP, $24.28 down $2.21. $697m, weekly, daily, hourly) took 1.2%.An 8.3% fall in … Read more
All Ords 7740 down 18 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.7% as follows:An 8.1% rise in Audio Pixels (AKP, $26.49 up $1.99, $760m, daily, hourly) added 1.1%.A 2.6% fall in SciDev (SDV, 74¢ down 2¢, $118m, daily, hourly) took 0.7%.A 2.9% rise in Andromeda (ADN, 18¢ up 0.5¢, $443m, daily, 4hrly) … Read more
All Ords 2690 up 1 ptPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.6% as follows:A 2.0% fall in SciDev (SDV, 74.5¢ down 1.5¢, $119m, daily, hourly) took 0.6%.A 2.4% fall in Andromeda (ADN, 20.5¢ down 0.5¢, $505m, daily, 4hrly) took 0.2%.A 2.1% rise in Alpha (A4N, 49.5¢ up 1¢, $392m, daily, hourly) added 0.1%.A 0.2% … Read more
All Ords 7594 up 31 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.2% as follows:A 1.2% rise in SciDev (SDV, 87¢ up 1¢, $138m, daily, hourly) added 0.7%.A 6.6% rise in Alpha (A4N, 48.5¢ up 3¢, $384m, daily, hourly) added 0.3%.A 1.8% rise in Calix (CXL, $5.15 up 9¢, $825m, daily, hourly, 10min) … Read more
All Ords 7760 up 37 pts or 0.5%Portfolio transactionsThis morning the Superfund sold all the FGR at 18.5¢, making a reasonable profit on the 14¢ paid in June and September 2020, and put the proceeds into CXL at $5.60, adding 39% to that holding and taking its weighting to 5.1% which is the same order … Read more
All Ords 7824 down 3 ptsPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.1% as follows:A2.2% rise in SciDev (SDV, 95¢ up 2¢, $151m, daily, hourly) added 0.7%.A 2.9% rise in Audio Pixels (AKP, $28.00 up 80¢, $804m, daily, hourly) added 0.4%.A 1.0% fall in Alpha (A4N, 51.5¢ down 0.5¢, $408m, daily, hourly) took 0.1%.A 2.4% … Read more
All Ords 7813 down 10 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.0% as follows:A 2.7% fall in SciDev (SDV, 91.5¢ down 2.5¢, $145m, daily, hourly) took 0.9%.A 2.5% fall in Audio Pixels (AKP, $28.00 down 34¢, $804m, daily, hourly) took 0.4%.A 4.2% rise in Alpha (A4N, 50.5¢ up 2.5¢, $400m, daily, hourly) … Read more
All Ords 7823 up 35 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.6% as follows:A 4.4% rise in SciDev (SDV, 94¢ up 4¢, $149m, daily, hourly) added 1.4%.A 4.3% rise in Alpha (A4N, 48¢ up 2¢,. $380m, daily, hourly) added 0.2%.Animoca’s last recorded transaction on the Primary Markets platform remains at $1.75 but … Read more
All Ords 7770 down 39 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.4% as follows:A 10.0% rise in Audio Pixels (AKP, $28.39 up $2.59, $815m, weekly, daily, hourly) added 1.4%.A 2.8% rise in SciDev (SDV, 90.5¢ up 2.5¢, $144m, daily, hourly) added 0.9%.A 3.0% fall in Andromeda (ADN, 16¢ down 0.5¢, $394m, daily, … Read more
All Ords 7704 up 33 pts or 0.4%Portfolio transactionsVirtual portfolioI took a day off from the portfolio today, only removing the LCL shares that I mentioned last night, at 16¢. The shares closed today at 16.5¢ so yesterday’s decision doesn’t look great at this point.Other portfoliosThe Superfund was allotted 73% of the ADN shares it … Read more
All Ords 7671 unchanged.Portfolio transactionsVirtual portfolioOver the weekend I added the six breakouts highlighted in Friday’s post at Friday’s closing prices, at $10,000 each except just $5,000 for CKA. They were AIE at 20¢, CGS at $1.58, CKA at 10.5¢, DSE at 24.5¢, MCR at $1.30 and NIC at $1.145. Then this morning when CKA … Read more
All Ords 7344 up 12 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.1% as follows:A 1.3% rise in SciDev (SDV, 76.5¢ up 1¢, $121m, daily, hourly) added 0.4%.A 8.1% fall in First Graphene (FGR, 22.5¢ down 2¢, $121m, daily, hourly) took 0.4%.A 2.3% fall in Alpha (A4N, 64¢ down 1.5¢, $443m, daily, hourly) … Read more