Worst performer was SBTX:SkinBioTherapeutics which dropped 13%, but that was on the back of a 24% rise last week. It hammered my ISA potential profits though, dropping from £847 to £58.
Fellow microbiome share PBX:Probiotix Health had a second bad week in a row, dropping 7%, with most of my holding now down 68%.
TRX:Tissue Regenix continued the relentless slide and dropped another 6% to go 77% down. I'm so glad they announced they were thinking of selling the company which has generated a 50% drop in value since.
The rest was good news. There were no real reasons for most of the increases as far as I could see.
ALPH:Alpha Group went up 5% and my holding is now 11% in profit. Interesting that an after hours RNS stated a company is interested in buying them, so it looks like I won't get a chance to hold them for long. The question is, how much are they willing to pay? If it's more than the current share price at least I'll come away with some profit, but not the years of dividends I was hoping for.
IPX:Impax Asset Management also went up 5% but are down 67% altogether, which is way too much in my opinion and I wish I had money on the SIPP to buy some more. I will have if JLP:Jubilee Metals ever sort themselves out.
ARBB:Arbuthnot Banking went up 6% and POLR:Polar Capital went up 7%.
ATYM:Atalaya Mining, FDM:FDM Group, OPTI:Optibiotix , PSN:Persimmon and SCT:Softcat all went up 8%, and ATYM is being added to the FTSE250 which should help the share price - although it didn't do much good for CWR:Ceres Power.
AFC:AFC Energy went up a massive 33% which I suspect is shorters closing their bets, as nothing really happened. I'm still down 55% but it's a lot less horrifying than it was last week.
Share of the Week is FXPO:Ferrexpo, which I stated I wouldn't have to report on any more as they were bound to go back to 90% down, but I was wrong as they went up another 42% and are now 84% down. I don't know why they went up as their situation doesn't seem to have improved at all.
Here's the ISA and shares portfolio after week 40 of year 11.
Weekly Change | |||
Cash | £119.32 | +£0 | |
Portfolio cost | £114,352.47 | +£0 | |
Portfolio sell value (bid price-commission) | £47,466.51 | (-58.5%) | +£756.66 |
Potential profits | £58.72 | -£788.44 | |
Yr 10 Dividends | £138.34 | +£0 | |
Yr 10 Interest | £1.09 | +£0 | |
Yr 10 Profit from sales | £327.55 | +£0 | |
Yr 10 proj avg monthly profit | £42.56 | (0.6%) | -£1.09 |
Total Dividends | £12,446.29 | +£0 | |
Total Interest | £7.89 | +£0 | |
Total Profit from sales | £17,602.85 | +£0 | |
Average monthly cash profit | £251.77 | (3.5%) | +£0.50 |
(Sold stocks profit + Dividends - Fees / Months) | |||
Compound performance | 35% | +0% |
The increase would have been twice as much without the big drop in SBTX:SkinBioTherapeutics, which obliterated my potential profits.
Still below where we were when the tariff debacle hit.
A little bit further above the trend line, but it's going to be pointing downwards for a long time yet.
The SIPP looks like this after week 492 overall and week 24 of year 10.
Weekly Change | ||||
Cash | £343.89 | +£250.00 | ||
Portfolio cost | £129,481.05 | +£0 | ||
Portfolio sell value (bid price - commission) | £72,700.63 | (-43.9%) | +£2,116.40 | |
Potential profits | £5,101.15 | +£260.48 | ||
Yr 10 Dividends | £633.50 | +£0 | ||
Yr 10 Interest | £2.12 | +£0 | ||
Yr 10 Profit from sales | £2,375.87 | +£0 | ||
Yr 10 proj avg monthly profit | £525.58 | (7.3%) | -£22.85 | |
Total Dividends | £16,750.15 | +£0 | ||
Total Interest | £15.02 | +£0 | ||
Total Profit from sales | £19,383.81 | +£0 | ||
Average monthly cash profit | £305.33 | (4.3%) | -£0.63 | |
(Sold stocks profit + Dividends - Fees / Months) | ||||
Compound performance | 40% | +0% |
This account is a little higher than it was on tariff day.
Above the trend line, and back to the relatively stable position this account has held for the last six months aside from a few brief blips.
There's speculation that the seller responsible for keeping the JLP:Jubilee Metals share price down is the mining company we bought the high grade copper supply from. It makes sense that they would want to convert them to cash straight away if they are short of cash themselves, although it does seem very short sighted. It would be nice not to be in the grips of a big seller just for a little while. Long enough to sell a load of my SIPP holding as I only need 5.5p to start selling, from the current 3.1p we've held at for a few weeks. If it can get to 11.5p then my entire SIPP holding of 277,591 shares will be sold, leaving me with 335,780 in the ISA which I'll keep. There are also 45,497 in the dealing account from my old trading account which I'll be pulling out as cash, but they need the price to be 11.5p and 14p.