All Ords 8045 up 90 pts or 1.1%BNL seems amazingly cheap.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 1.8% rise in Alpha (A4N, 86.5¢ up 1.5¢, $808m or $818m diluted, daily, hrly) added 0.5%. A 9.0% rise in Andromeda (ADN, 2.4¢ up 0.2¢, $75m, daily, hrly) added 0.5%. Animoca on Primary Markets (99¢, 85/96¢, $1.9b) … Read more
All Ords 7617 up 66 pts or 0.9%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.7%, taking the gain for the week to 1.2% and the return for the financial YTD to 1.2%. Movements today were as follows:An 8.8% rise in Animoca (old code ABI, $1.85 up 15¢, quotes $1.71/$1.90, $2.7b) added 0.7%.A 2.0% rise in … Read more
All ords 6832 up 31 pts or 0.5%Trading portfolioThe portfolio had a tremendous day, up 6.2%. It took the gain for the week to 14.6% and the YTD return to 14.6% too, since the YTD is just the one week.Once again, SDV +18% accounted for the bulk of the gain, being up 2¢ to 13¢, … Read more