Saturday, 1 November 2025

Week 534 Review - A positive week despite yet another drop for Optibiotix.

An unusual week, in that the ISA performed well but the SIPP performed badly. Lots of big drops and few gains, but the ISA benefitted from a big jump in JLP:Jubilee Metals which meant the deficit between cost and value narrowed by £1,387 to £145,849 and the deficit between injection and value reduced to £65,923. Total portfolio value increased to £113,395.

Worst performer was ALU:Alumasc Group which is still dropping after uninspiring interims last week. They fell another 8% this week, but my holding is still up 34% so I'm not starting to panic yet.

AFC:AFC Energy are drifting badly and fell 7% this week.

FDM:FDM Group also fell 7%, making me relieved I haven't bought more to try and average down. My holding is losing 64% now.

OPTI:Optibiotix fell 6% which is 0.5p and cost me around £1,000, so it would have been a much better week if they had stayed flat. They have now dropped below their IPO price. The only sliver of hope is that we were at this point in Summer 2023 and went up to 40p in a very short space of time. A repeat of that would be rather splendid. It could come on positive SweetBiotix news, but there's no sign of that at the moment. 

RAT:Rathbones dropped 6% for no obvious reason and I'm now down by 4% instead of being in profit. I don't mind as I'm only halfway through buying these, so ideally they'll drop some more before 12th November.

PAGE:Pagegroup, PSN:Persimmon and UKW:Greencoat UK Wind all fell 5% for no obvious reason, but sentiment is bad for all three at the moment. 

AMP:Ampeak Energy went up 10% but are still way off their recent price and down 71% altogether.

CWR:Ceres Power had another good week as they have been re-admitted into the FTSE 250 and climbed 11%.

IES:Invinity Energy also climbed 11% and me recent purchase is almost in profit.

Share of the Week is JLP:Jubilee Metals which went up a splendid 18%, but are still way, way down overall. Every time I speculate that this may be the turning point, they drop the week after, so I'm not going to do that. They were responsible for most of this week's gains though, and offset the drop in OPTI:Optibiotix.

Here's the ISA and shares portfolio after week 14 of year 11.

Weekly Change
Cash£98.98    +£0
Portfolio cost£116,208.30+£0
Portfolio sell value
(bid price-commission)
£36,298.42(-68.8%)+£1,462.13
Potential profits£535.12+£119.80
Yr 11 Dividends£25.32
+£0
Yr 11 Interest£0.72            +£0
Yr 11 Profit from sales-£61.90+£0
Yr 11 proj avg monthly profit-£18.52(-0.3%)+£1.43
Total Dividends£12,513.39+£0
Total Interest£9.29    +£0
Total Profit from sales£17,498.37+£0
Average monthly cash profit£238.83(3.3%)-£0.45
(Sold stocks profit + Dividends
- Fees / Months)

The big rises in JLP:Jubilee Metals and CWR:Ceres Power were responsible for most of the gains and value went up by £1,462. Potential profits soared as CWR are now up by 25%, and this made up for the small drops in both BOKU:Boku and AMRQ:Amaroq.


A tiny tick up.


Almost touching the trend line.


The SIPP looks like this after week 518 overall and week 50 of year 10.




Weekly Change
Cash£1,192.13
+£0
Portfolio cost£141,745.32
+£0
Portfolio sell value
(bid price - commission)
£75,805.91(-46.5%)-£74.48
Potential profits£7,182.32
-£316.87
Yr 10 Dividends£2,026.26
+£0
Yr 10 Interest£7.80
+£0
Yr 10 Profit from sales£7,658.57
+£0
Yr 10 proj avg monthly profit£820.97(10.7%)-£16.76
Total Dividends£18,142.91
+£0
Total Interest£20.70
+£0
Total Profit from sales£24,666.51
+£0
Average monthly cash profit£344.90(4.5%)-£0.67

A very quiet week for the SIPP. Drops all over the portfolio wiped out the gains in JLP:Jubilee Metals so the value dropped by £74, and potential profits were hammered by £316 as many profitable shares dropped.


It's been fairly flat for a while.


Still below the trend line, which I don't normally expect for the SIPP.


Copper is still riding high but my copper miners are not. I'm hoping they will start catching up next week. I'm also due a few dividends next week which will boost my morale after none this week.