Tue 7 Mar 2023

All Ords 7564 up 39 pts or 0.5%Another strong move by AKP today, and SDV and some others did well too, so it was a good day for the portfolios. For once. And I did more work on the PEK valuation and came up with some interesting conclusions.Portfolio performancesThe Superfund portfolio gained 4.5% as follows:A … Read more

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Wed 13 Apr 2022

All Ords 7772 up 37 pts or 0.5%Superfund portfolio performanceThe portfolio gained 0.9% as follows:A 4.5% rise in Audio Pixels (AKP, $19.20 up 83¢, $551m, wkly, daily, hrly) added 0.5%.A 3.2% rise in Alpha (A4N, 64.5¢ up 2¢, $513m, daily, hrly) added 0.2%.A 1.3% rise in Animoca on Primary Markets ($4.05 up 5¢, $7.3b) added … Read more

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Wed 9 Feb 2022

All Ords 7573 up 84 pts or 1.1%Superfund portfolio performanceThe portfolio gained 2.0% as follows:A 7.2% rise in SciDev (SDV, 59.5¢ up 4¢, $112m, daily, hrly) added 1.5%.A 6.7% rise in Animoca on Primary Markets ($4.00 up 25¢, $7.2b) added 1.1%.A 3.4% fall in Audio Pixels (AKP, $19.80 down 70¢, $568m, daily, hrly) took 0.4%.A … Read more

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