AFC:AFC Energy dropped 11%, but in my ISA the value of my holding only dropped by 2% as my retail offer at 15p was processed. Hopefully there will only be a short spell of profit taking so the price can head back up to the 20p area.
SBTX:SkinBioTherapeutics dropped 11% and there seems no hope of a recovery in the near future.
CORE:Solidcore Resources has almost dropped enough for me to stop reporting big movements, with an 8% loss this week taking the holding to 87% down. I really need them to re-list in UK now they have no Russian assets.
IPX:Impax Asset Management has been very volatile and dropped 5% this week.
PAF:Pan African Resources had a bad week, dropping 5% despite gold staying flat. I suspect people are taking profits after the recent rise. My holding is still over 50% up.
PAGE:Pagegroup also dropped 5% for no apparent reason and are now 16% down.
ATYM:Atalaya Mining haven't been doing very well since I bought them, but a 5% rise this week means they are only down by 1% now.
CEY:Centamin are back above 120p after a 5% increase, taking my holding to 12% up.
SAE:Simec Atlantis Energy are in my junk share category so I haven't been reporting changes, but an increase of 111% this week after strong annual results means they are now only 75% down, so back in the fold of non-junk shares as long as they don't drop again. I still refuse to allow them the accolade of Share of the Week.
The Share of the Week accolade goes to SMDS:Smith (DS) this week, which went up 17% after news that the merger with International Paper is still on track. My holding is 11% up now. It remains to be seen what I end up with after the merger.
Here's the ISA and shares portfolio after week 48 of year 9.
| Weekly Change | |||
| Cash | £68.45 | -£480.45 | |
| Portfolio cost | £104,946.57 | +£480.45 | |
|
Portfolio sell value (bid price-commission) |
£44,186.55 | (-57.9%) | +£66.17 |
| Potential profits | £795.41 | +£320.71 | |
| Yr 9 Dividends | £296.50 | +£0 | |
| Yr 9 Interest | £4.14 | +£0 | |
| Yr 9 Profit from sales | £536.46 | +£0 | |
| Yr 9 proj avg monthly profit | £68.26 | (1.1%) | -£1.45 |
| Total Dividends | £12,207.93 | +£0 | |
| Total Interest | £6.07 | +£0 | |
| Total Profit from sales | £17,834.99 | +£0 | |
| Average monthly cash profit | £276.34 | (4.4%) | -£0.60 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 39% | +0% |
Cash went down by £480 as I got my 3,203 shares in AFC:AFC Energy at 15p costing £480.45 with no commission charges on this transaction.
Portfolio value crept up a faction, and potential profits went up £320 thanks to a small rise in JLP:Jubilee Metals.
Flat
Flat
Struggling to get above that trend line
The SIPP looks like this after week 448 overall and week 32 of year 9.
| Weekly Change | ||||
| Cash | £464.14 | +£14.12 | ||
| Portfolio cost | £110,457.83 | +£0 | ||
| Portfolio sell value (bid price - commission) | £55,010.75 | (-50.2%) | +£1.81 | |
| Potential profits | £3,107.80 | -£156.65 | ||
| Yr 9 Dividends | £787.60 | +£14.02 | ||
| Yr 9 Interest | £2.81 | +£0 | ||
| Yr 9 Profit from sales | £4,684.03 | +£0 | ||
| Yr 9 proj avg monthly profit | £723.70 | (11.9%) | -£21.38 | |
| Total Dividends | £15,422.48 | +£14.02 | ||
| Total Interest | £8.74 | +£0 | ||
| Total Profit from sales | £15,519.93 | +£0 | ||
| Average monthly cash profit | £286.92 | (4.7%) | -£0.51 | |
| (Sold stocks profit + Dividends - Fees / Months) | ||||
| Compound performance | 41% | +0% |
Very little happened this week. I got a £14 dividend from AJB:AJ Bell, but the portfolio value only changed by £1 and potential profits dropped mainly thanks to AFC:AFC Energy.
Flat
Same as ISA
The trading account looks like this after week 414 overall and week 50 of year 8.
| Weekly Change | |||
| Cash | £63.39 | +£0 | |
| Portfolio cost | £2,073.87 | +£0 | |
| Portfolio sell value (bid price - commission) | £1,423.10 | (-31.4%) | +£11.87 |
| Potential profits | £73.36 | +£17.06 | |
| Year 8 Dividends | £25.36 | +£0 | |
| Year 8 Interest | £0 | +£0 | |
| Year 8 Profit | £328.15 | +£0 | |
| Yr 8 proj avg monthly profit | £30.64 | (+17.7%) | -£0.62 |
| Dividends | £85.46 | +£0 | |
| Interest | £0.03 | +£0 | |
| Profit from sales | -£602.54 | +£0 | |
| Average monthly cash profit | -£5.41 | (-3.1%) | +£0.02 |
| (Sold stocks profit + Dividends - Fees / Months) |
The rise in JLP:Jubilee Metals was mostly offset by the drop in SBTX:SkinBioTherapeutics. I'm getting a bit tired of waiting for JLP:Jubilee Metals to go up again so I can sell my profitable holding. Given we're on week 50 of year 8 I will probably wait until year 9 starts, as year 8 already has a healthy 17% return, so it would be nice to get year 9 off to a good start.
Hoping the downward movement will stop now.
Still just above the trend line.
It's looking like no news is coming out of OPTI:Optibiotix in the near future, and seems likely nothing will happen with Sweetbiotix until at least 2025, so I need to re-think the amount I have invested in this company as it could be doing much better elsewhere. My cheap ISA holding is 29% up, but it would only liberate £1,559 so I don't think it's worth cashing in. My cheapest SIPP holding is down 56%, so I don't really fancy taking that loss. I'm trapped in a share that's going nowhere, and where I'm starting to lose faith in the spin coming out of the CEO, as he's done nothing but raise costs and retain utterly miserable revenues. There have been promises of great things, but none have come to pass. I'm starting to think he is delusional, which is a horrible thought given I've sunk £100k into the company and so far lost over half of it. I suppose it's easier to keep the faith when you're backed into a corner and have no choice but to believe so you can cling on to some sliver of hope.
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