All Ords 7717 down 80 pts or 1.0%Superfund portfolio performanceThe portfolio lost 0.4%, taking the gain for the week to 1.0% and the return for the financial YTD to 6.4%. Movements today were as follows:A 2.6% fall in SciDev (SDV, 56.5¢ down 1.5¢, $106m, daily, hrly) took 0.5%.A 6.9% rise in Alpha (A4N, 66¢ up … Read more
All Ords 7830 up 26 pts or 0.3%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 2.1% rise in SciDev (SDV, 96.5¢ up 2¢, $153m, daily, hourly) added 0.7%.A 5.5% rise in Alpha (A4N, 48¢ up 2.5¢, $380m, daily, hourly) added 0.3%.A 2.6% rise in Calix (CXL, $3.14 up 8¢, $501m, daily, hourly) added 0.1%.A 2.5% … Read more
All Ords 7612 up 7 pts or 0.1%Portfolio transactionsVirtual portfolioI bought into a couple of yesterday’s breakouts at their then closing prices.Ioneer (INR, 40.5¢ up 0.5¢, $771m, daily) at 40¢ and (belatedly);Audinate (AD8, $10.03 up 5¢, $765m, daily) at $9.98.I also sold out of a couple of stocks at today’s closing price. I just thought … Read more
All Ords 7332 down 88pts or 1.2%Portfolio transactionsThis morning the Superfund sold 10% of its Audio Pixels holding (AKP, see details below) at $22.00, making a small loss on the FIFO BV of $22.66, and also sold all its tiny Strategic Elements holding (SOR, 30¢ down 1¢, $117m, daily) at 30.5¢ at only marginally above … 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 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 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 6918 down 143 pts or 2.0%Superfund portfolioBreakout transactionsThis morning I took the plunge in a very weak market and bought into yesterday’s highlighted breakout Magnis Energy Technologies (MNS, 37.5¢ up 12.5¢ or 50.0%, $274m, daily, hourly) at 31¢. Unfortunately unlike 99% of its fellow ASX-listed stocks MNS rose today so I had to … Read more
All Ords 7051 up 36 pts or 0.5%Superfund portfolioPerformanceThe portfolio fell 0.3% as follows:A 2.5% fall in SciDev (SDV, 78¢ down 2¢, $120m, daily, hourly) took 0.9%.A 6.9% rise in First Graphene (FGR, 31¢ up 2¢, $164m, weekly, daily, hourly) added 0.4%.A 4.6% rise in Alpha (A4N, 34¢ up 1.5¢, $235m, daily, hourly) added 0.2%.A … Read more
All Ords 6987 up 4 pts or 0.1%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 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 6851 down 92 pts or 1.3%Some of you have expressed the wish to receive an email when something is posted on the website. 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” … Read more
All Ords 6943 down 19 pts or 0.3%Some of you have expressed the wish to receive an email when something is posted on the website. 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” … 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 6900 up 14 pts or 0.2%Portfolio stocksElectro OpticAnnounced it is the prime contractor for a new $34.4m contract with the Australian Army for battlefield communications. The contract is within EOS’s Defence Systems division. But much of the work will be awarded by EOS to sub-contractors. I don’t believe this to be a matter … Read more
All Ords 6922 up 13 pts or 0.2%Portfolio stocksAndromedaADN came back on this morning after the release of drill results from the Wudinna gold project on the Eyre Peninsula. I am not sure why it took so long to release but my guess is that the ASX stuck their oar in. Anyway, there was only … Read more