Graeme NewingAll Ords 8624 up 68 pts or 0.8%Nothing moved today.Portfolio performancesThe Superfund portfolio gained 0.1% as follows:A 1.2% rise in Besra Gold (BEZ, 8.4¢ up 0.1¢, $35m, daily, hrly) added 0.1%. Alpha (A4N, $1.14, $1.3b, daily, hrly) closed unchanged. Animoca on Primary Markets (60¢, 48/59¢, $1.2b) last traded 7 Oct. Andromeda (ADN, 0.8¢, $29m, daily, … Read more
All Ords 8557 down 42 pts or 0.8%Nothing much happening following yesterday’s excitement.Portfolio performancesThe Superfund portfolio lost 0.6% as follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. Animoca on Primary Markets (60¢, 48/59¢, $1.2b) last traded 7 Oct. Andromeda (ADN, 0.8¢, $29m, daily, hrly) closed unchanged. Audio … Read more
All Ords 8599 up 69 pts or 0.8%An exciting day for my two biggest holdings! A4N breaks out, and AKP updates us on progress!Portfolio performancesThe Superfund portfolio gained 1.8% as follows:A 6.4% rise in Alpha (A4N, $1.17 up 7¢, $1.3b, wkly, daily, hrly) added 2.5%. Animoca on Primary Markets (60¢, 48/59¢, $1.2b) last traded 7 … Read more
All Ords 8530 up 38 pts or 0.4%A quiet day. Didn’t bother with links to charts today, as I have run out of time.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 3.6% rise in Besra Gold (BEZ, 8.6¢ up 0.3¢, $36m) added 0.2%. Alpha (A4N, $1.10, $1.2b) closed unchanged. Animoca on Primary Markets (60¢, 48/59¢, … Read more
Newcastle, Saturday 12 OctoberPrice movements noted in this article are weekly not dailyHard currencies remain the standout.Government bondsThe yield of the 30-yr T-Bond (4.38% up 0.12%, wkly, daily) has risen further. It has broken its short term downtrend but the longer term downtrend is still some way off at about 4.55% so at this point, … Read more
All Ords 8492 down 7 pts or 0.1%All portfolio stocks closed unchanged in price today. I don’t think that has ever happened before.Portfolio performancesThe Superfund portfolio broke even, taking the gain for the week to 0.8% and the return for the financial YTD to 0.1%. Movements today were as follows:Alpha (A4N, $1.10, $1.2b, daily, hrly) … Read more
All Ords 8499 up 42 pts or 0.5%A4N is still hanging in there.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 1.2% rise in Besra Gold (BEZ, 8.3¢ up 0.1¢, $35m, daily, hrly) added 0.1%. Alpha (A4N, $1.10, $1.2b, daily, hrly) closed unchanged. Animoca on Primary Markets (60¢, 48/60¢, $1.2b) last traded 7 Oct. Audio Pixels … Read more
All Ords 8457 up 13 pts or 0.2%A4N offers substantial long term promise.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 0.9% rise in Alpha (A4N, $1.10 up 1¢, $1.2b, wkly, daily, hrly) added 0.4%. A 12.3% rise in Andromeda (ADN, 0.9¢ up 0.1¢, $33m, daily, hrly) added 0.3%. Animoca on Primary Markets (60¢, 47/60¢, $1.2b) … Read more
All Ords 8444 down 35 pts or 0.4%I am running out of ways to say “another quiet day”.Portfolio performancesThe Superfund portfolio gained 0.8% as follows:A 20.0% rise in Animoca on Primary Markets (60¢ up 10¢, 47/60¢, $1.2b) added 1.4%. A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. … Read more
All Ords 8479 up 62 pts or 0.7%A very quiet day, nothing to report, and too busy on PET in any case.Portfolio performancesThe Superfund portfolio gained marginally as follows:A 1.4% rise in Alpha (A4N, $1.12 up 1.5¢, $1.3b, daily, hrly) added 0.5%. A 1.3% rise in Besra Gold (BEZ, 9.1¢ up 0.1¢, $38m, daily, hrly) … Read more
Newcastle, Sunday 6 NovemberPrice movements noted in this article are weekly not dailyThere were some items of interest this week.Government bondsThe yield of the 30-yr T-Bond (4.27% up 0.27%, wkly, daily) rallied a little further, to the extent that the short term downtrend is under pressure. But the longer term downtrend is not under threat.Fiat … Read more
All Ords 8417 down 58 pts or 0.7%Nothing much happening today.Portfolio performancesThe Superfund portfolio fell 0.6%, taking the gain for the week to 0.8% and the return for the financial YTD to minus 0.7%. Movements today were as follows:Animoca on Primary Markets (50¢, 47/60¢, $1.0b, daily) last traded 2 Oct. Andromeda (ADN, 0.8¢, $29m, daily, … Read more
All Ords 8474 up 4 pts or 0.1%A4N is holding most of its gains in its current consolidation phase but the decision point is close approaching.Portfolio performancesThe Superfund portfolio lost 1.3% as follows:A 3.3% rise in Besra Gold (BEZ, 9.5¢ up 0.3¢, $40m, daily, hrly) added 0.2%. Alpha (A4N, $1.115, $1.3b, daily, hrly) closed unchanged. … Read more
All Ords 8470 down 12 pts or 0.1%Nothing much to add todayPortfolio performancesThe Superfund portfolio gained 1.6% as follows:A 1.8% rise in Alpha (A4N, $1.115 up 2¢, $1.3b, daily, hrly) added 0.7%. A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. A 4.5% rise in Besra Gold (BEZ, … Read more
All Ords 8482 down 57 pts or 0.7%Annual reports are mostly a waste of space these days, aren’t they? Especially for exploration and developmnt companies. More pages on board and management remuneration and ticking the woke boxes than on the things that matter such as financials. And who even reads corporate governance statements?Portfolio performancesThe Superfund … Read more
All Ords 8538 up 62 pts or 0.7%I make some biting comments on BEZ that are perhaps influenccd by the fact that I have had a long day at work for PET.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 1.4% rise in Alpha (A4N, $1.105 up 1.5¢, $1.3b, daily, hrly) added 0.5%. A 4.0% rise … Read more
Newcastle, Saturday 28 SeptemberPrice movements noted in this article are weekly not dailyMy cold limited what I could achieve today.Government bondsThe yield of the 30-yr T-Bond (4.07% up 0.09%, wkly, daily) bounced off support at 3.94% but continues in its downtrend.Fiat currenciesThe USD index (100.38 down 0.34 pts, wkly, daily) continues in downtrend.Against the USD, … Read more
All Ords 8477 up 14 pts of 0.2%Cut it short today, I have a bad cold and can scarcely type a word.Portfolio performancesThe Superfund portfolio rose 2.0%, taking the gain for the week to 4.0% and the return for the financial YTD to minus 1.5%. Movements today were as follows:A 0.9% rise in Alpha (A4N, … Read more
All Ords 8463 up 90 pts or 1.1%A4N is driving portfolio performance.Portfolio performancesThe Superfund portfolio gained 2.3% as follows:A 3.3% rise in Alpha (A4N, $1.08 up 3.5¢, $1.2b, daily, hrly) added 1.3%. A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. A 9.4% rise in Besra Gold (BEZ, … Read more
All Ords 8373 down 12 pts or 0.1%The two newbies at ADN gave a creditable presentation today. More below.Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 2.0% rise in Alpha (A4N, $1.045 up 2¢, $1.2b, daily, hrly) added 0.8%. A 3.7% rise in Besra Gold (BEZ, 8.5¢ up 0.3¢, $36m, daily, hrly) added 0.2%. A … Read more
All Ords 8385 up 1 pt onlyRDM ruined the performance today, and Animoca to a lesser extent.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $13m, daily, hrly) added 0.6%. Alpha (A4N, $1.025, $1.2b, daily, hrly) closed unchanged. Andromeda (ADN, 0.7¢, $29m, daily, hrly) closed unchanged. … Read more
All Ords 8384 down 53 pts or 0.6%A4N rallying right on cue.Portfolio performancesThe Superfund portfolio gained 1.5% as follows:A 4.6% rise in Alpha (A4N, $1.025 up 4.5¢, $1.2b, daily, hrly) added 1.7%. A 7.8% rise in Besra Gold (BEZ, 8.3¢ up 0.6¢, $35m, daily, hrly) added 0.4%. Animoca on Primary Markets (55¢, 46/57¢, $1.1b) last … Read more
Newcastle, Saturday 21 SeptemberPrice movements noted in this article are weekly not dailyCommodities and hard currencies to the fore.Government bondsThe yield of the 30-yr T-Bond (4.07% up 0.09%, wkly, daily) continues in its downtrend.Fiat currenciesThe USD index (100.72 down 0.39 pts, wkly, daily) fell sharply, hitting a new recent low during the week.The USD is … Read more
All Ords 8437 up 20 pts or 0.2%All the portfolio stocks are in limbo (or suspended) awaiting key announcements.Portfolio performancesThe Superfund portfolio fell 0.1%, taking the gain for the week to 0.2% and the return for the financial YTD to minus 5.2%. Movements today were as follows:A 0.5% rise in Alpha (A4N, 98¢ up 0.5¢, … Read more
All Ords 8417 up 53 pts or 0.6%Nothing much to say today, too tired from my work on PET and dealing with Metastock bugs. Nothing much happening anyway. Just waiting for good things to happen in A4N (sales contracts) and AKP (no need to tell you what).Portfolio performancesThe Superfund portfolio lost 0.2% as follows:An 8.7% … Read more
All Ords 8364 up 3 pts or near breakevenNothing much to report today.Portfolio performancesThe Superfund portfolio gained 0.6% as follows:A 2.1% rise in Alpha (A4N, 98¢ up 2¢, $1.1b, daily, hrly) added 0.8%. Animoca on Primary Markets (56¢, 45/55¢, $1.1b) last traded 17 Sep. Andromeda (ADN, 0.7¢, $29m, daily, hrly) closed unchanged. Audio Pixels (AKP, … Read more
All Ords 8361 up 20 pts or 0.2%Metastock 19 is SO BAD. Very frustrating. Couldn’t do much today, not that I had much time anyway.Portfolio performancesThe Superfund portfolio lost 0.5% as follows:A 1.8% rise in Animoca on Primary Markets (56¢ up 1¢, 50/55¢, $1.1b) added 0.2%. Alpha (A4N, 96¢, $1.1b, daily, hrly) closed unchanged. Audio … Read more
All Ords 8341 up 18 pts or 0.2%Nothing doing today.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $13m, daily, hrly) added 0.6%. A 14.1% rise in Andromeda (ADN, 0.8¢ up 0.1¢, $29m, daily, hrly) added 0.3%. Animoca on Primary Markets (55¢, 56/60¢, $1.1b) last traded … Read more
Newcastle, Saturday 14 SeptemberPrice movements noted in this article are weekly not dailyIt’s all gold.Government bondsThe yield of the 30-yr T-Bond (3.98% down 0.04%, wkly, daily) matched the low seen in December 2023 earlier in the week but did not push through it. Should it do so, it would reinforce my view that further weaknesss … Read more
All Ords 8324 up 30 pts or 0.4%Too busy on PET to do much today, again.Portfolio performancesThe Superfund portfolio fell 0.5%, taking the gain for the week to 2.6% and the return for the financial YTD to minus 5.4%. Movements today were as follows:A 2.1% rise in Alpha (A4N, 97¢ up 2¢, $1.1b, daily, hrly) … Read more