Week 265 Review - 4D Pharma soars but Optibiotix drifts

A fairly poor week with lots of small losses and OPTI:Optibiotix dropping 4p, so the deficit between cost and value widened by £3,973 and wiped out most of last week's gains. The deficit stands at £25,906 and total portfolio value has dropped to £94,699.

OPTI:Optibiotix was the biggest loser. The 4p drop was 7% and cost £4,400, but it was great that the other shares managed to pull some of that back.

JLP:Jubilee Metals is climbing in pulses of activity followed by a sell off. This week was the sell off and they dropped 5% but are still up by 22% overall.

MMX:Minds + Machines said they would review if they are going to pay their maiden dividend in September. It's now September so the 13% rise this week may be in anticipation of an announcement. The interims were released on 24th September last year. I think we should see a small re-rate if they do announce a dividend.

Share of the Week for the second week in a row is DDDD:4D Pharma. I was pleased with 35% last week after the 24% drop the week before and the amazing 85% rise the week before that. This week they rose by 63% and are now up by 158% altogether and making £2,299 potential profit. Am I going to sell? No way - these are a keeper.

Back to where we were 2 weeks ago.

Not quite flat yet

The ISA and share portfolios look like this

			Weekly Change
Cash	£6.98		-£3.75
Portfolio cost	£62,366.49		+£0
Portfolio sell value (bid price-commission)	£45,573.62	(-26.9%)	-£3,026.00
Potential profits	£1,367.94		-£284.30
Yr 6 Dividends	£0		+£0
Yr 6 Profit from sales	£0		+£0
Yr 6 Average monthly cash profit	-£6.50	(-0.1%)	-£2.43
Total Dividends	£1,343.15		+£0
Total Profit from sales	£20,426.61		+£0
Average monthly cash profit	£352.05	(6.8%)	-£1.40
(Sold stocks profit + Dividends - Fees  / Months)
Performance/Injection	10.1%		-0.1%
Compound performance	52%		+0%

Cash dropped by the monthly ISA fee which also blatted year 6 performance as nothing has been sold yet. A really big drop which was much bigger than last weeks' gains, and JLP:Jubilee Metals fell by £284 tp reduce paper profit.

Back to being perilously close to the injection line

The line is just about pointing upwards, but I think that might change when the 4 weeks of low value vanish off the left side.

The SIPP looks like this after week 249

			Weekly Change
Cash	£64.44		-£16.66
Portfolio cost	£55,593.53		+£0
Portfolio sell value (bid price - commission)	£47,422.14	(-14.7%)	-£948.68
Potential profits	£2,919.30		+£782.40
Yr 5 Dividends	£96.37		+£0
Yr 5 Interest	£0.03		+£0
Yr 5 Profit from sales	£212.32		+£0
Yr 5 Average monthly cash profit	£17.37	(0.4%)	-£2.24
Total Dividends	£1,995.61		+£0
Total Interest	£0.20		+£0
Total Profit from sales	£12,761.31		+£0
Average monthly cash profit	£246.59	(5.3%)	-£1.29
(Sold stocks profit + Dividends - Fees / Months)
Performance/Injection	7.9%		-0.1%
Compound performance	38%		+0%

The big drops were offset by the massive increase in DDDD:4D Pharma, so this account fared much better than the ISA, and potential profits rose by £782.

Just a little blip downwards but still looking much better than a few months ago.

Still way off turning around the trend line

The trading portfolio looks like this after week 215

			Weekly Change
Cash	£220.72		+£0
Portfolio cost	£2,354.16		+£0
Portfolio sell value (bid price - commission)	£1,411.76	(-40.0%)	+£0.72
Potential profits	£0		+£0
Year 5 Dividends	£0		+£0
Year 5 Profit	£154.70		+£0
Yr 5 Average monthly cash profit	£95.76	(48.8%)	-£15.96
Dividends	£47.92		+£0
Profit from sales	£441.07		+£0
Average monthly cash profit	£9.86	(5.0%)	-£0.04
(Sold stocks profit + Dividends - Fees  / Months)

Virtually no change, with an increase of just 72p. Still no sign of being able to sell anything.

Not really making great strides at a recovery.

This chart looks better than the one above. Onward and upwards!

Let's see if any wishes came true this week

1. OPTI:Optibiotix SweetBiotix announcement. No OPTI announcements for a while so we have to keep hoping.
   
2. SBTX to drop in price to 16p. This is now down from 22.5p offer price to 21p so there may be an opportunity to buy back in before the next big news.
3. TLOU:Tlou Energy announce de-watering has resumed. All quiet this week.
   
4. IQE:IQE increase another 5% so we get a gradual climb to 100p. Nope - there was a 3% fall this week, but it may get worse as the tech conpanies are having a hard time.
5. Six SIPP shares to stay in potential profit. Drat! This one was true last week, but FXPO:Ferrexpo slipped back to loss during the week.
6. JLP:Jubilee Metals to announce permission to process platinum rich tailings at DCM. This still hasn't happened but surely must come soon. It's now getting to the stage where re-commencement of fine chrome production will be announced after all the kit was moved.
   
7. OPTI:Optibiotix to get within 10% of profit. It's nearer 20% down than 10% so no quick fix .
8. CAML:Central Asia Metals re-instate their dividend. Still a few weeks to wait for interim results, so this wish may be a bit premature.
   

I want to know why the American stock exchange was riding at record highs whereas we are still over 2,000 points behind the highs. American stocks have a big sell-of because they are over-priced, but instead of ours stayng still as we've already had the sell-off, we join in and everything drops.

Let's hope the end of summer holidays helps perk up our market.