The worst performer was PBX:Probiotix Health, which dropped 1p and 13%. The price seems to be drifting slowly downwards after some brief optimism a few months ago.
PAF:Pan African Resources fell 7% which was presumably profit taking after the recent strong run, as gold is still very high.
TRX:Tissue Regenix continued the recent slide and fell by another 6% to go 76% down.
TLOU:Tlou Energy has been showing some weird prices on ASX, so I've stopped using the bid price and reverted to share price due to the bid price being shown as ludicrously low. As a result the price went up 26% on paper, but is actually the same as last week.
APAX:Apax Global Alpha had a slight recovery, gaining 5% to go 37% down. Not a great performance from this previously strong magic formula share, but worth holding for the great dividend in the hope the price will recover.
CWR:Ceres Power has been all over the place lately, but went up 5% this week. They are 74% down, which is not what I was expecting when they listed on the main market and briefly went into the FTSE 250. I blame massive shorting for the share price drop.
FOUR:4imprint do quite a lot of business in America which may explain the recent collapse in share price, but I don't see how tariffs will impact them. The main drop followed record profits but a note of caution with an uncertain economic outlook. They have £147 million cash so it doesn't seem that uncertain. They recovered 6% this week but are still 41% down. I would buy more if I had cash.
ASHM:Ashmore Group went up 9% for no discernible reason but they are still 50% down. I've had £140 dividends though, so they seem to be doing OK. They are in my dealing account so I'll sell them as soon as I'm not making a huge loss, which may be some time.
FXPO:Ferrexpo continue to bounce up and down and went up 9% this week which unfortunately means they are 89% down and I have to start reporting on them again, until next week when they no doubts go back over 90% down.
Share of the Week is SBTX:SkinBioTherapeutics which went up 24% and sent my ISA holding into profit by 17%. There does seem to be genuine hope for the new ingredient launched this month by Croda, with standing ovations at the launch event. If they keep climbing then maybe there will be a knock-on for OPTI:Optibiotix who still own 10% of the shares.
Here's the ISA and shares portfolio after week 39 of year 11.
| Weekly Change | |||
| Cash | £119.32 | +£0 | |
| Portfolio cost | £114,352.47 | +£0 | |
| Portfolio sell value (bid price-commission) | £46,709.85 | (-59.2%) | +£1,015.96 |
| Potential profits | £847.16 | +£847.16 | |
| 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 | £43.65 | (0.6%) | -£1.14 |
| Total Dividends | £12,446.29 | +£0 | |
| Total Interest | £7.89 | +£0 | |
| Total Profit from sales | £17,602.85 | +£0 | |
| Average monthly cash profit | £252.27 | (3.6%) | +£0.49 |
| (Sold stocks profit + Dividends - Fees / Months) | |||
| Compound performance | 35% | +0% |
I have a big SBTX:SkinBioTherapeutix holding in the ISA, so most of the £1,015 increase is thanks to that, plus potential profits going from nothing to £847 is all down to SBTX.
Pretty flat for 6 months now.
Above the trend line but for how long?
Nearly a year since I sold anything.
The SIPP looks like this after week 491 overall and week 23 of year 10.
| Weekly Change | ||||
| Cash | £93.89 | -£62.63 | ||
| Portfolio cost | £129,481.05 | +£287.63 | ||
| Portfolio sell value (bid price - commission) | £70,584.23 | (-45.5%) | -£355.03 | |
| Potential profits | £4,840.67 | -£128.79 | ||
| 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 | £548.43 | (7.7%) | -£24.93 | |
| Total Dividends | £16,750.15 | +£0 | ||
| Total Interest | £15.02 | +£0 | ||
| Total Profit from sales | £19,383.81 | +£0 | ||
| Average monthly cash profit | £305.96 | (4.3%) | -£0.62 | |
| (Sold stocks profit + Dividends - Fees / Months) | ||||
| Compound performance | 40% | +0% |
I bought 3,858 in my AJ Bell account at 3.24p costing £130 and 4,455 in my Hargreaves Lansdown account at 3.27p costing £157.63. Needless to say they dropped shortly afterwards and are 3.1p to sell. Hopefully next week my relentless buying will finally be rewarded, although so far whenever I relentlessly buy something it seems to do worse.
Portfolio value actually dropped by £355 and potential profits by £128 largely thanks to the big drop in PAF:Pan African Resources and the small number of SBTX:SkinBioTherapeutics shares in my SIPP.
Value flat but costs going up.
Right on the trend line. I remember the days when my SIPP performance was much better than my ISA, but not any more.
Still hoping for some big JLP:Jubilee Metals sells in the not to distant future to improve the look of this. At least it's better now than it was 12 months ago, most of which was selling part of my PAF:Pan African Resources holding.
Value flat but costs going up.
Right on the trend line. I remember the days when my SIPP performance was much better than my ISA, but not any more.
Still hoping for some big JLP:Jubilee Metals sells in the not to distant future to improve the look of this. At least it's better now than it was 12 months ago, most of which was selling part of my PAF:Pan African Resources holding.
