All Ords 7312 up 24 pts or 0.3%The focus is on ADN today.Portfolio performancesThe Superfund portfolio fell 0.3%, taking the gain for the week to zero and the return for the financial YTD to minus 33.8%. Movements today were as follows:A 5.1% rise in Andromeda (ADN, 4.1¢ up 0.2¢, $128m, daily, hrly) added 0.3%. 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 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 6811 down 1 ptPortfolio stocksAndromedaIt seems to be almost a daily commentary on ADN in recent weeks. I am still working on the research report, at present trying to better understand the concrete and nanotech stuff. Much to my surprise there was no announcement on Monday 30 November on any of the remaining … Read more
All Ords 6727 up 29 pts or 0.4%Portfolio stocksMinotaurI missed today’s AGM which I regret because I would have liked to hear what they said about the nanotech applications for halloysite. Yes, I read the presentation but what is said is more important.OthersOther than that, nothing much happened with the portfolio stocks. I do like … Read more
All Ords 6698 up 11 pts or 0.2%Portfolio stocksSciDevThis morning prior to the open SDV announced that between 12 and 16 Nov Lewis Utting sold 749,999 shares at an average of 79¢, realising $592,500 in cash, and at the same time outlaid $80,000 by exercising 800,000 of his 10¢ options expiring 23 July 2022. He … Read more
All Ords 6168 down 94 pts or 1.5%Superfund portfolioThe portfolio lost 1.9% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 3.1% fall in SciDev shares (SDV, 71.7¢ down 2.3¢, $109m, daily, hourly) cut 1.1%.A 1.6% fall in Audio Pixels shares (AKP, $28.75 down 48¢, $825m, daily) lost 0.3%.A 6.2% fall in … Read more