All Ords 7296 down 12 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.5%. Main influences were:A 12.9% collapse in Audio Pixels (AKP, $22.51 down $3.32, $646m, weekly, daily, hourly) took 1.5%.A 3.8% rise in SciDev (SDV, 95¢ up 3.5¢, $146m, weekly, daily, hourly) added 1.3%.A 2.4% fall in Alpha (A4N, 61.5¢ down 1.5¢, … Read more
All Ords 7308 down 13 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.1%. Main influences were:A 4.6% rise in SciDev (SDV, 91.5¢ up 4¢, $140m, daily, hourly) added 1.6%.A 5.0% rise in Alpha (A4N, 63¢ up 3¢, $436m, daily, hourly) added 0.5%.A 3.1% rise in Audio Pixels (AKP, $25.83 up 78¢, $741,m, daily, … Read more
All Ords 7321 up 9 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.6%, taking the loss for the week to 0.6% and the return for the financial YTD to 28.4%. Main influences today were:A 11.1% rise in Alpha (A4N, 60¢ up 6¢, $415m, daily, hourly) added 0.9%.A 2.1% fall in Audio Pixels (AKP, … Read more
All Ords 7238 up 2 ptsPortfolio transactionsThis morning I bought into Magnis Energy Technologies (MNS, 38.5¢ down 4¢, $323m, daily, hourly) at 44.5¢. I thought I did well because my buy price was well below the peak of 49.5¢ post the announcement (see below) but it kept falling and closed down 4¢ on the day. … Read more
All Ords 7318 up 37 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.7%. Main influences were:A 4.8% fall in SciDev (SDV, 89¢ down 4.5¢, $136m, daily, hourly) took 1.7%.A 3.6% fall in Alpha (A4N, 53¢ down 2¢, $367m, daily, hourly) took 0.3%.A 6.8% rise in First Graphene (FGR, 23.5¢ up 1.5¢, $126m, daily, … Read more
All Ords 7280 up 50 pts or 0.7%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.2%. Main influences were:A 3.1% fall in SciDev (SDV, 93.5¢ down 3¢, $143m, daily, hourly) took 1.1%.A 4.8% rise in Alpha (A4N, 55¢ up 2.5¢, $381m, daily, hourly) added 0.4%.A 2.0% in Audio Pixels (AKP, $26.65 down 55¢, $765m, daily, hourly) … Read more
All Ords 7321 up 6 pts or 0.1%Portfolio transactionsThe Superfund received one quarter of the shares in Calix (CXL) that I had I applied for in the SPP. Better that I had expected, actually.Superfund portfolio performanceThe portfolio lost 0.2%. Main influences were:A 4.6% fall in Alpha (A4N, 52.5¢ down 2.5¢, $363m, daily, hourly) took 0.4%.A … Read more
All Ords 7225 down 27 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 2.2%. Main influences were:A 6.4% fall in SciDev (SDV, 95.5¢ down 6.5¢, $146m, daily, hourly) took 2.4%.A 2.8% rise in Alpha (A4N, 55¢ up 1.5¢, $381m, daily, hourly) added 0.2%.A 4.5% rise in First Graphene (FGR, 23¢ up 1¢, $123m, daily, … Read more
All Ords 7252 up 2 ptsPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 3.5%, taking the gain for the week to 8.5% and the financial YTD return to 34.4%. Main influences today were:A 10.9% rise in SciDev (SDV, $1.02 up 10¢, $156m, weekly, daily, hourly) added 3.8%.A 1.8% fall in Alpha (A4N, 53.5¢ down 1¢, $370m, … Read more
All Ords 7250 up 73 pts or 1.0%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.7%. Main influences were:A 5.1% rise in SciDev (SDV, 92¢ up 4.5¢, $141m, daily, hourly) added 1.8%.A 1.8% fall in Audio Pixels (AKP, $27.60 down 51¢, $792m, daily, hourly) took 0.2%.A 3.6% rise in Andromeda (ADN, 29¢ up 1¢, $627m, daily, … Read more
All Ords 6970 down 67 pts or 0.9%Portfolio transactionsWith some of the funds not earmarked for a pension payment out of the proceeds of selling NOX yesterday, I bought back into Zeotech (ZEO, 10¢ up 1¢, $143m, daily, hourly) at 10¢. The stock broke out to a new high and this pattern is usually worth … Read more
All Ords 7036 down 27 pts or 0.4%Portfolio transactionsToday within the superfund I sold out of Noxopharm (NOX, 62¢ down 2¢, $172m, daily, hourly) at 60.5¢, making a loss on the 70¢ paid, and of course the stock promptly bounced. But I had to raise funds to pay a pension to cover personal purposes, so … Read more
All Ords 7079 up 60 pts or 0.9%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.5%. Main influences were:A 3.8% fall in SciDev (SDV, 75.5¢ down 3¢, $116m, daily, hourly) took 1.2%.A 7.6% rise in Alpha (A4N, 56.5¢ up 4¢, $391m, daily, hourly) added 0.6%.A 19.9% rise in First Graphene 25¢ options (FGROC) added 0.1%.A 0.3% … Read more
All Ords 7015 up 62 pts or 0.9%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.5% taking the gain for the week to 4.5% and the return for the financial YTD to 31.8%. The influences today were:A 6.7% rise in SciDev (SDV, 80¢ up 5¢, $123m, daily, hourly) added 2.1%.A 5.3% rise in Alpha (A4N, 50¢ … Read more
All Ords 6947 down 53 pts or 0.8%Portfolio transactionsThis morning I sold out of PEC and bought more E25. I had wanted to increase the E25 holding after the breakout yesterday and having reminded myself of the fundamentals, but I had to sell something to do so and felt this was the best way to … Read more
All Ords 6972 up 29 pts or 0.4%Portfolio transactionsThis morning I sold out of another two of the breakouts stocks within the Superfund, A3D and TTT, in order to provide funding for a proposed pension payment.Aurora Labs (A3D, 13¢ even, $20m, hourly) was sold at 13¢ for a gain on the 11.3¢ paid a month … Read more
All Ords 7068 up 58 pts or 0.8%Portfolio transactionsBreakouts portfolioThis morning I bought into Digital Wine Ventures (DW8, 8¢ up 0.2¢ or 2.6%, $133m, daily, hourly) at 8¢. I had identified it as a breakout some weeks ago. It has a platform facilitating the distribution of wine by wholesalers.Main Superfund portfolioThis afternoon I bought more … Read more
All Ords 7111 up 49 pts or 0.7%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.8%. Main influences were:A 3.4% fall in Audio Pixels (AKP, $28.50 down $1.00, $818m, daily, hourly) took 0.5%.A 6.2% fall in Andromeda (ADN, 30.5¢ down 2¢, $657m, daily, hourly) took 0.4%.A 0.7% rise in SciDev (SDV, 68¢ up 0.5¢, $104m, daily, … Read more
All Ords 7064 down 92 pts or 1.3%Portfolio transactionsThis morning I sold out of a couple of stocks in the breakouts portfolio within the superfund that did not appear to be going anywhere in the short term. And I am trying to correct a fault of falling into love with stocks that were primarily chart … Read more
All Ords 7161 up 48 pts or 0.7%Superfund portfolioBreakout transactionsI paid the uncalled 4.99¢ on the LIT ctg shares today to convert them to fully paid and what with that plus the payment of a pension, there is scarcely any cash left. I will have to sell something in the next few days.PerformanceThe portfolio rose … Read more
All Ords 7091 up 63 pts or 0.9%Superfund portfolioBreakout transactionsNone today.PerformanceThe portfolio gained 0.8% as follows:SciDev (SDV, 70¢ even, $107m, daily, hourly) closed unchanged.A 4.0% rise in Audio Pixels (AKP, $26.07 up $1.00, $748m, daily, hourly) added 0.5%.A 6.0% rise in First Graphene (FGR, 26.5¢ up 1.5¢, $141m, daily, hourly) added 0.2%.A 1.9% rise in … Read more
All Ords 6983 up 29 pts or 0.4%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 6954 up 15 pts or 0.2%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 6881 down 74 pts or 1.1%Some of you expressed have 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 6962 up 45 pts or 0.6%Superfund portfolioTransactions for the trading portfolioThis morning I bought into AVZ Minerals (AVZ, 14¢ up 2.5¢, $401m, daily, hourly) at 13.5¢ and more than doubled the holding in VRX Silica (VRX, 30¢ up 1.5¢, $151m, daily, hourly) at 29¢. While these are both chart picks I also like … Read more
All Ords 6846 down 75 pts or 1.1%Superfund portfolioTransactionsI bought into Meteoric Resources (MEI, 7.2¢ down 0.2¢, $89m, daily) at 7.3¢ for the trading portfolio following its breakout yesterday.PerformanceThe portfolio gained 2.8% as follows:An 8.3% rise in SciDev (SDV, 78¢ up 6¢, $119m, daily, hourly) added 2.9%.A 6.7% fall in First Graphene (FGR, 22.5¢ down … Read more
All Ords 6917 down 48 pts or 0.7%Portfolio stocksAndromedaI paid a visit to Professor Vinu at the university this afternoon. He proudly showed me his very impressive nanotech laboratory facilities and was able to clarify a few points. But he very correctly did not tell me anything confidential about his work for ADN/MEP.The rise in … Read more
All Ords 6865 up 18 pts or 0.3%This post was completed on Saturday morning, which is often the case for the end of the week when I am so tired late at night that I cannot continue, but of course on Saturday mornings I am refreshed and can do a much better job and expand … 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 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