An absolutely horrible week, with some massive drops not offset by the few decent rises. The deficit between cost and value widened by £3,193 to £126,304 and the deficit between injection amount and value increased to £53,702. Total portfolio value dropped to £114,410.
The biggest drop was TLOU:Tlou Energy, which fell 38% after good news. It appears possible that the drop was caused by UK investors selling share account stock so they can move the cash into their ISAs because it's cheaper to do this with ASX stock than use the bed & ISA process, especially when you tank the share price and can buy many more back. My holding is now down 72% and I've not had them very long.
FOUR:4imprint dropped 21% despite announcing big profits because there was a warning that the 2025 outlook might not be as good. I can't believe it fell 21% on that, as the outlook wasn't for profits to fall 21%. I'd buy a load more if I had any cash.
CAPD:Capital fell 17% after the CEO resigned and profits may not be as strong as hoped. I won't be buying any more of these even if I had the cash.
PBX:Probiotix Health have been drifting for the last few weeks and fell 14% this week to scupper any chance I have of selling some.
AFC:AFC Energy continue to drop after the Bosch saga, with another 8% fall this week.
ALPH:Alpha Group dropped 7% for no obvious reason. Results are expected next week which will see it either go back into profit or drop further.
APAX:Apax Global Alpha dropped 6% for no reason.
OPTI:Optibiotix dropped 6% for no obvious reason, possibly caused by people selling to switch to SBTX:SkinBioTherapeutics.
TRX:Tissue Regenix fell another 5% as it collapses utterly before being bought out for peanuts.
It wasn't all bad news. IPX:Impax Asset Management went up 6%, possibly because people saw an institutional investor had finished selling some of its stake.
WHR:Warehouse REIT went up another 6% and is getting close to the potential buy-out price. I'm voting against as it's an insulting offer at a discount to NAV.
ASHM:Ashmore Group went up 7% after being given an upgrade by analysts.
FXPO:Ferrexpo went up 11% as it continues to yo-yo wildly.
SAE:Simec Atlantis Energy climbed 11% after getting a contract for providing electricity via battery storage capacity at Uskmouth.
Share of the Week is SBTX:SkinBioTherapeutics which went up an impressive 29%, possibly due to Croda being about to launch the new lysate product imminently.
Here's the ISA and shares portfolio after week 33 of year 10.
| Weekly Change | |||
| Cash | £48.02 | -£4.27 | |
| Portfolio cost | £114,352.47 | +£0 | |
|
Portfolio sell value (bid price-commission) |
£46,689.51 | (-59.2%) | -£959.20 |
| Potential profits | £509.26 | +£509.26 | |
| Yr 10 Dividends | £109.23 | +£0 | |
| Yr 10 Interest | £0.82 | +£0 | |
| Yr 10 Profit from sales | £327.55 | +£0 | |
| Yr 10 proj avg monthly profit | £48.79 | (0.7%) | -£2.10 |
| Total Dividends | £12,417.18 | +£0 | |
| Total Interest | £7.62 | +£0 | |
| Total Profit from sales | £17,602.85 | +£0 | |
| Average monthly cash profit | £255.10 | (3.6%) | -£0.55 |
|
(Sold stocks profit + Dividends - Fees / Months) |
|||
| Compound performance | 35% | +0% |
The drop was offset by a big climb for SBTX:SkinBioTherapeutics, which is also responsible for the miraculous £509 increase in potential profits from £0. Cash dropped due to monthly fees.
Kinda flat.
Still above the trend line, which is all that matters to me.
The SIPP looks like this after week 485 overall and week 17 of year 10.
| Weekly Change | ||||
| Cash | £57.26 | -£1.67 | ||
| Portfolio cost | £126,257.05 | +£248.72 | ||
| Portfolio sell value (bid price - commission) | £67,615.47 | (-46.4%) | -£2,233.89 | |
| Potential profits | £3,713.37 | -£61.79 | ||
| Yr 10 Dividends | £429.59 | +£0 | ||
| Yr 10 Interest | £1.25 | +£0 | ||
| Yr 10 Profit from sales | £2,375.87 | +£0 | ||
| Yr 10 proj avg monthly profit | £694.77 | (10.1%) | -£44.22 | |
| Total Dividends | £16,546.24 | +£0 | ||
| Total Interest | £14.15 | +£0 | ||
| Total Profit from sales | £19,383.81 | +£0 | ||
| Average monthly cash profit | £308.09 | (4.5%) | -£0.66 | |
| (Sold stocks profit + Dividends - Fees / Months) | ||||
| Compound performance | 42% | +0% |
I did my monthly investment, buying 13 shares in BHP:BHP Group at 1901.72p costing £248.72. That takes my average price to 1975.47p so I'm only 2% down and I have 2 more months of buying them.
Sell value was hit very hard, as some of the biggest losers were in my SIPP and I have very few SBTX:SkinBioTherapeutcs shares here. The ones I do have are still 30% down. My sell target for those is 41p and they are currently at 24.5p so I have a bit of a wait.
A bit more of a pronounced dip here.
Below the trend line, which is very upsetting, as this is meant to be my sensible account. I think the massive investment in JLP:Jubilee Metals has blown the claim for sensible buying, but I really thought I'd be able to get a decent profit to invest in sensible shares. So far I appear to have been wrong.
I'm hoping there will be a production report for February from JLP:Jubilee Metals, as they should have been running at full capacity for most of the month on high grade material. It needs something positive like that for the price to recover.
A bit more of a pronounced dip here.
Below the trend line, which is very upsetting, as this is meant to be my sensible account. I think the massive investment in JLP:Jubilee Metals has blown the claim for sensible buying, but I really thought I'd be able to get a decent profit to invest in sensible shares. So far I appear to have been wrong.
I'm hoping there will be a production report for February from JLP:Jubilee Metals, as they should have been running at full capacity for most of the month on high grade material. It needs something positive like that for the price to recover.
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