Summary of all Market Analysis Prior Share Recommendations

This Summary prepared: January 2024

As "Market Analysis" has been published since 1981, this Summary is split by decades -
1991 to 1989:
80 recommendations showing an average Gain of +86.7% over an average of 2.5 years = 34.5% per annum.
1990 to 1999:
54 recommendations showing an average Gain of +284.3% over an average of 8.2 years = 34.8% per annum.
2000 to 2009:
51 recommendations showing an average Gain of +220.1% over an average of 8.9 years = 24.7% per annum.
2010 to 2019:
22 recommendations showing an average Gain of +7.2% over an average of 6.5 years = 1.1% per annum.
2020 to present:
8 recommendations showing an average Gain of +7.2% over an average of 6.5 years = 1.1% per annum.
Total from 1981 to the present:
215 recommendations showing an average Gain of +159.7% over an average of 5.8 years = 27.3% per annum.

Share Recommendations

  Buy Recommendation Sell Recommendation Dividends Recent %
Company Date Price Date Price Rec'd Price Gain
2010
Our portfolio gains just 4.2% for the year - at least outperforming the market.  We bought Ammtec for long term growth in January, but it was taken over by Campbell Brothers, realising a 73% gain.  Finbar Group and CSG were bought for growth and Nomad Building Solutions as a recovery situation.
~Ammtec Ltd 11-01-10 257 13-11-06 418 27.5   +73
~Finbar Group 12-04-10 106     88.5  69 +49
~Onterran (Nomad Buildings) 16-08-10 103*  08-08-19 Nil Nil   -100
~CSG Ltd 11-10-10 166*   10-02-20  31 60.5   -45
 
2011
Our portfolio dips 6.5% in value.  Markets remain volatile.  We buy Customers (as an undervalued situation - but it is taken over a year later), Novarise for growth and Penrice Soda as a high risk recovery situation.     
~Customers Ltd  11-07-11 83  16-07-12 127 4.0   +58
~Novarise Renewable 14-03-11 25 16-04-18 Nil Nil   -100
~Penrice Soda 11-07-11 17 12-05-14 Nil Nil   -100
               
2012
The markets remain volatile - with a big dip in the June quarter - but ends the year ahead.  Many of our shares are volatile, with a mix of gains and losses for the year, but overall the portfolio manages a very good 24.2% gain.
~Brickworks Ltd 12-11-12 1115      548.5  2715 +193
               
2013
For the year, TFS Corporation is up 199% and Prophecy up 127%, lifting our portfolio to an excellent 21.5% gain.
~Ausenco Ltd 10-06-13 191* 05-09-16 40 1.8   -78
~CardieX Ltd 11-11-13 150     Nil 13.5 -91
               
2014
The portfolio dips 9.8%.
~Acrux Ltd 12-05-14 99     14.0  5.1 -81
~Mt Gibson Iron 10-11-14 44       14.0  53 +52
               
2015
The ASX index fell -8.4% but our portfolio rose +29.5%.  Technology One and Prophecy International became 10-baggers in November 2015 (but Prophecy fell back slightly at year end).   Prophecy ended up +278.8% for the year, Opthea (Circadian) up +212.9% and Ellex Medical up +172.7%.  We made no new buys or sells (except Chandler Macleod was taken over) as we are happy with the portfolio, so why change it?
               
2016
Our portfolio rises +14.9%, the ASX +14.6%.  M2 Telecommunications merges with Vocus Communications in January and in August we sell to realise a 47-fold gain over 10 years.
~McMillan Shakespeare 07-11-16 1041      540.3 1586 +104
~OZ Minerals 14-03-16 522  10-04-23  2814 138.0   +466
~Reckon Limited (+1/3 GETB) 08-08-16 141      85.5  62 +36
               
2017
Our portfolio rises just +5.5%. 
~Cynata Therapeutics 13-03-17 50     Nil  12.5  -75
~FBR Ltd 07-07-17 14      Nil  2.9  -79
~SIV Capital 13-11-17 740 08-03-21 33 40.0   -90
               
2018
Cynata Therapuetics doubles, but Noverise and Quintis are written-off.  The portfolio falls -23.6%.
               
2019
Opthea Ltd rises strongly, but Onterran is written-off.  The portfolio gains +15.6%.
~Woodside Energy 08-04-19 3410  869.7  3134  +17
~St Barbara 12-08-19 396  54.2  19.5 -81
~Energy Transition 11-11-19 11 Nil  4.3  -61
~Elixir Energy 07-12-19 4.2 Nil  8.8  +110
* Recommendation Prices Adjusted for Splits, Bonus and Cash Issues.

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