All Ords 8037 down 35 pts or 0.4%BEZ share price weakness is a concern.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 32.8% rise in Blue Star Helium (BNL, 0.8¢ up 0.2¢, $15m or $16m diluted, daily, hrly) added 1.1%. A 3.0% rise in Alpha (A4N, 86¢ up 2.5¢, $803m or $818m diluted, daily, hrly) added … 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 7183 up 33 pts or 0.5%Portfolio transactionsI bought into Titomic (TTT, 66¢ up 1¢) today at 69¢ for the breakouts component of the Superfund portfolio, after it broke out of its recent trading range. TTT is a large-scale additive manufacturer, like A3D, but with some differences. Refer below for further details.Superfund portfolio performanceThe … Read more
Trading portfolio This morning Titomic shares (TTT, $2.75 up 17¢, $177m, cash $13m after $12m placement last month at $1.25) broke that downtrend line and I managed to buy some at $2.72. But still relatively risky until it rises above $2.95 to a new high. The purchase dropped the cash position from 16% to 13%. … Read more