All Ords 7316 up 109 pts or 1.5%A better day.Portfolio performancesThe Superfund portfolio gained 1.7% as follows:A 3.4% rise in Audio Pixels (AKP, $12.00 up 39¢, $351m, daily, hrly) added 1.5%. A 6.9% rise in Peak Rare Earths (PEK, 54.5¢ up 3.5¢, $144m, daily, hrly) added 0.7%. A 1.7% rise in Alpha (A4N, $1.19 up … Read more
All Ords 7605 up 65 pts or 0.9%It will be a busy couple of weeks for me. We have entered the all-important quarterly reporting season with PET issuing its report today. It was a reasonable quarter and I comment further below. I am looking forward to reports from the other holdings, especially those from AKP, … Read more
All Ords 7596 up 23 pts or 0.3%Superfund portfolio performanceThe portfolio gained 0.4% as follows:A 2.5% rise in Animoca on Primary Markets ($4.10 up 10¢, $7.4b) added 0.4%.A 2.0% rise in Audio Pixels (AKP, $20.20 up 40¢, $580m, daily, hrly) added 0.2%.A 3.0% fall in Alpha (A4N, 64.5¢ down 2¢, $513m, daily, hrly) took 0.2%.A … Read more