Fri 12 Aug 2022

All Ords 7289 down 37 pts or 0.5%A quiet day but A4N broke though resistance. Persevered with PET research, found some more breakouts.Superfund portfolio performanceThe portfolio fell 0.1%, taking the gain for the week to 2.4% and the return for the financial YTD to 14.3%. Movements today were as follows:A 4.3% rise in Alpha (A4N, … Read more

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Mon 31 May 2021

All Ords 7407 down 17 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.7% as follows:A 5.8% fall in Audio Pixels (AKP, $23.55 down $1.45, $676m, daily, hourly) took 0.8%.A 1.3% rise in SciDev (SDV, 80¢ up 1¢, $127m, daily, hourly) added 0.4%.A 4.6% fall in Andromeda (ADN, 21¢ down 1¢, $454m, daily, hourly) … Read more

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Thu 27 May 2021

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

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Fri 9 Mar 2021

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

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Wed 25 Nov 2020

All Ords 6888 up 32 pts or 0.5%Portfolio stocksVaccineIt is stating the obvious to say that the widespread availability of a vaccine will transform business conditions for PET and to a lesser extent for AKP, EOS and SDV, and it will make life easier for all the companies in the portfolios.PhoslockYou have probably noticed I … Read more

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Mon 23 Nov 2020

All Ords 6772 up 32 pts or 0.5%Portfolio stocksFirst GrapheneThe shares surged today and it would appear that the next target could be the 32¢ achieved in June 2019. The move coincided with a buy call by one of the publications issued by Port Philip Publishing and also with a video interview of Warwick Grigor … Read more

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