A3D

Wed 24 Apr 2024

All Ords 7938 even An even quieter day. Portfolio performancesThe Superfund portfolio gained 0.2% as follows: A 0.9% rise in Alpha (A4N, $1.00 up 1¢, $1.03b or $1.05b diluted, daily, hrly) added 0.3%. Animoca on Primary Markets ($1.00, $0.90/0.98, $1.9b) last traded 19 April. Andromeda (ADN, 1.9¢, $59m, daily, hrly) closed unchanged. Audio Pixels (AKP,

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Wed 10 Jan 2024

All Ords 7703 down 47 pts or 0.6% Still working on BEZ. Portfolio performancesThe Superfund portfolio gained 0.5% as follows: A 3.2% rise in Alpha (A4N, 98¢ up 3¢, $915m or $927m diluted, daily, hrly) added 0.8%. A 1.0% rise in Audio Pixels (AKP, $8.25 up 8¢, $241m or $260m diluted, daily, hrly) added 0.4%.

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Mon 8 Mar 2021

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

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Wed 10 Feb 2021

All Ords 7134 up 32 pts or 0.5% Superfund portfolioBreakout transactionsThis morning I sold just over 1% of the SciDev holding (SDV, 75.5¢ down 1.5¢, $116m) at 75¢, making a good profit on the 7¢ it cost in March 2019 although not so much on the 58¢ marked to market at 30 June 2020. With

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Tue 9 Feb 2021

All Ords 7102 down 59 pts or 0.8% Superfund portfolioBreakout transactionsThis morning I sold out of Dicker Data (DDR, $12.38 up 13¢, $2.1b, daily, hourly) at $12.16, making a small profit on the $11.17 paid on 14 January. DDR has a good solid business and is thus lower risk than my typical holding but I

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Wed 20 Jan 2021

All Ords 7051 up 36 pts or 0.5% Superfund portfolioPerformanceThe portfolio fell 0.3% as follows: A 2.5% fall in SciDev (SDV, 78¢ down 2¢, $120m, daily, hourly) took 0.9%.A 6.9% rise in First Graphene (FGR, 31¢ up 2¢, $164m, weekly, daily, hourly) added 0.4%.A 4.6% rise in Alpha (A4N, 34¢ up 1.5¢, $235m, daily, hourly)

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