All Ords 6651 up 107 pts or 1.6%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 started in July 2019 has not been all that successful so … Read more
All Ords 6414 up 27 pts or 0.4%Superfund portfolioThe portfolio gained 1.6% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 4.6% rise in SciDev shares (SDV, 79¢ up 3.5¢, $120m, daily, hourly) added 1.7%.A 1.0% rise in Audio Pixels shares (AKP, $29.40 up 30¢, $844m, daily, hourly) added 0.2%.Movements in other … Read more
All Ords 6387 down 13 pts or 0.2%Superfund portfolioThe portfolio gained 3.9% in value as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.An 11.0% rise in SciDev shares (SDV, 75.5¢ up 7.5¢, $115m, daily, hourly) added 3.8%.A 0.8% rise in Audio Pixels shares (AKP, $29.10 up 232, $835m, daily, hourly) added 0.1%.Movements … Read more
All Ords 6075 up 41 pts or 0.7%I was travelling all day (down to Pearl Beach and back) so did not have time to complete the section on Other Stocks. Nor to talk to SDV.Superfund portfolioThe portfolio rose 5.6% in value as follows:A 1.6% fall in Phoslock shares (PET, 31.5¢ down 0.5¢, $197m, daily, hourly) … Read more
All Ords 7048 up 28 pts or 0.4%Trading portfolioSciDev shares (SDV, 68¢ down 5¢, $88m undiluted) suffered a further 6.8% fall today, taking 3.8% off portfolio value. Here are the daily and hourly charts. The stock hit a high of 77¢ around 11.30am but then fell away over the next couple of hours to as … Read more
All Ords 6667 down 47 pts or 0.6%Trading portfolioSciDev (SDV, 46.5¢ up 6¢, $57m)The sharp 15% rise in share price added 7.5% to portfolio value and took the shares out of their gentle short term downtrend, to a new record high. I have drawn a few more lines, as seen on the daily and hourly … Read more
All Ords 6777 up 11 pts or 0.2%Trading portfolioSciDev (SDV, 39¢ up 10.5¢, $48m including new shares)Today’s dramatic 37% rise in share price added 16.2% to portfolio value, and increased SDV’s weighting in the portfolio to 60%. It occurred after SciDev announced completion of the capital raise on much better terms than I for one … Read more
All Ords 6678 down 20 pts or 0.3%Trading portfolioSciDev (SDV, 32.5¢ up 1.5¢, $35m)The rise today added 2.5% to the portfolio value. It is encouraging that Friday’s gains have been preserved but of course it helped that a briefing was released on FY20 sales to-date. I have written an update research report taking into account … Read more
All Ords 6698 up 93 pts or 1.4%Trading portfolioSciDev (SDV, 31 up 6¢, $33m)The 24% rise in share price followed the announcement of a three year sales contract with Iluka with expected annual revenue of $2.6-4.0m, which I understand could commence in November. The biggest contract win to-date, it is a great endorsement of the … Read more
All Ords 6711 down 136 pts or 2.0% 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, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6902 up 40 pts or 0.6% 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, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6062 up 50 pts or 0.7% 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, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6813 up 32 pts or 0.5% 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, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6781 down 5 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, the details of which are shown here. In due course I would like to provide an easier way to pay via … Read more
All Ords 6786 up 51 pts pts or 0.8% 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, the details of which are shown here. In due course I would like to provide an easier way to pay … 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 6377 up 25 pts or 0.4%I have got to admit I was feeling low yesterday after a dismal portfolio performance but am feeling much better today after good rises by the two key stocks SDV (in the trading fund) and EOS (in the long term portfolio). And while SDV is still in downtrend, … Read more
All Ords 6311 up 40 pts or 0.6%Trading portfolioThis afternoon I sold half the remaining Atrum Coal (ATU, 35¢ down 1¢, $155m) holding at 34.5¢, making a good profit on the 12.6¢ paid in January. I had sold half of the holding at 22¢ at the end of February so now I have only a … Read more
All Ords 6140 down 9 pts or 0.1%Trading portfolioThe portfolio had a phenomenal day, up 3.7%. By far the main influence was SDV +25%, which now accounts for 11% of the portfolio. Other strong contributors were BRB +9%, ATU +7% and VTG +7%. BID -2% was the main negative, with the fall due to profit-taking … 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 This morning I finished my purchase order in MGM Wireless (MWR, $3.13 even, $37m) at $3.08, bought back into Clinuvel (CUV, $14.90 up 14¢, $713m) at $14.83, and purchased SciDev (SDV, 0.9¢ up 0.1¢, $6m) at 0.9¢. The cash position today halved to 6% of the portfolio, so I don’t have much firepower … Read more