All Ords 8571 down 31 pts or 0.4%Lots of announcements all of a sudden, including a date for AKP’s AGM at last, and a possible explanation emerging for BEZ’s collapsing share price.Portfolio performancesThe Superfund portfolio rose 0.1%, taking the loss for the week to 3.2% and the return for the financial YTD to minus 6.3%. … Read more
All Ords 8602 down 97 pts or 1.1%An improvement in some holdings todayPortfolio performancesThe Superfund portfolio gained 0.4% as follows:A 20.0% rise in Blue Star Helium (BNL, 0.6¢ up 0.1¢, $16m, daily, hrly) added 0.6%. A 0.6% rise in Alpha (A4N, 87¢ up 0.5¢, $1.0b, daily, hrly) added 0.2%. Animoca on Primary Markets (76¢, 76/80¢, … Read more
All Ords 8699 down 58 pts or 0.7%A4N is hopefully going to find support soon.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 4.3% rise in Red Metal (RDM, 12¢ up 0.5¢, $43m or $50m diluted, daily) added 0.1%. Andromeda (ADN, 0.7¢, $26m, daily) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended … Read more
All Ords 8757 down 55 pts or 0.6%What can I say, another quiet one?Portfolio performancesThe Superfund portfolio fell 1.0% as follows:Animoca on Primary Markets (78¢, 78/80¢, $1.5b) last traded 16 Feb. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on 1 March 2024. Blue Star Helium (BNL, 0.6¢, $16m, daily) closed unchanged. Red … Read more
All Ords 8812 down 13 pts or 0.1%Nothing much happening.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:A 14.1% rise in Andromeda (ADN, 0.8¢ up 0.1¢, $30m, daily, hrly) added 0.3%. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on 1 March 2024. Blue Star Helium (BNL, 0.6¢, $16m, daily, hrly) closed unchanged. Red … Read more
All Ords 8825 up 21 pts or 0.2%Apologies for making these daily comments brief – the work on PET takes precedence.Portfolio performancesThe Superfund portfolio fell 0.6%, taking the gain for the week to 1.2% and the return for the financial YTD to minus 3.2%. Movements today were as follows:Alpha (A4N, 92¢, $1.0b, daily, hrly) closed … Read more
All Ords 8804 up 4 pts or 0.1%Yes! It was about time some of the dogs bit back.Portfolio performancesThe Superfund portfolio gained 2.0% as follows:A 50.0% rise in Blue Star Helium (BNL, 0.6¢ up 0.2¢, $16m, daily, hrly) added 1.2%. A 33.3% rise in Andromeda (ADN, 0.8¢ up 0.2¢, $30m, daily, hrly) added 0.6%. A … Read more
All Ords 8800 up 48 pts or 0.5%An interesting week or two coming up for BNL.Portfolio performancesThe Superfund portfolio lost 0.5% as follows:A 1.1% rise in Alpha (A4N, 90.5¢ up 1¢, $1.0b, daily, hrly) added 0.4%. Animoca on Primary Markets (80¢, 78/95¢, $1.5b) last traded 3 Feb. Audio Pixels (AKP, $6.20, $181m or $211m diluted) … Read more
All Ords 8752 up 4 pts onlyAnother quiet one.Portfolio performancesThe Superfund portfolio gained 0.1% as follows:A 4.3% rise in Red Metal (RDM, 12¢ up 0.5¢, $43m or $50m diluted, daily) added 0.1%. A 1.5% rise in Besra Gold (BEZ, 6.8¢ up 0.1¢, $28m, daily, hrly) added 0.1%. Alpha (A4N, 89.5¢, $1.0b, daily, hrly) closed unchanged. … Read more
All Ords 8748 down 33 pts or 0.4%I thought the ASX query of A4N was well deserved, but the company’s response was credible even if inexplicably delayed.Portfolio performancesThe Superfund portfolio rose 0.1% as follows:A 25.0% rise in Blue Star Helium (BNL, 0.5¢ up 0.1¢, $14m, daily) added 0.6%. A 16.7% rise in Andromeda (ADN, 0.7¢ … Read more
All Ords 8780 down 3 pts or 0.1%A quiet end to the week.Portfolio performancesThe Superfund portfolio fell 0.9%, taking the loss for the week to 4.9% and the return for the financial YTD to minus 4.3%. Movements today were as follows:A 9.5% rise in Red Metal (RDM, 11.5¢ up 1¢, $41m or $48m diluted, daily) … Read more
All Ords 8785 up 105 pts or 1.2%Nothing happening.Portfolio performancesThe Superfund portfolio did little better than breakeven as follows:A 16.7% rise in Andromeda (ADN, 0.7¢ up 0.1¢, $26m, daily) added 0.3%. Alpha (A4N, 91¢, $1.0b, daily, hrly) closed unchanged. Animoca on Primary Markets (80¢, 76/95¢, $1.5b) last traded 3 Feb. Audio Pixels (AKP, $6.20, $181m … Read more
All Ords 8683 up 50 pts or 0.6%Nothing much happening.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 4.5% rise in Red Metal (RDM, 11.5¢ up 0.5¢, $41m or $48m diluted, daily) added 0.1%. A 1.4% rise in Besra Gold (BEZ, 7.4¢ up 0.1¢, $31m, daily) added 0.1%. Animoca on Primary Markets (80¢, 76/95¢, $1.5b) last … Read more
All Ords 8633 up 5 pts or 0.1%Have run out of time to do the report justice today. So I have omitted the links to charts.Portfolio performancesThe Superfund portfolio lost 0.8% as follows:A 25.0% rise in Blue Star Helium (BNL, 0.5¢ up 0.1¢, $14m) added 0.6%. Animoca on Primary Markets (80¢, 76/95¢, $1.5b) last traded … Read more
All Ords 8628 down 161 pts or 1.8% Sea of red.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:A 16.7% rise in Andromeda (ADN, 0.7¢ up 0.1¢, $26m, daily) added 0.3%. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on 1 March 2024. A 1.3% fall in Besra Gold (BEZ, 7.4¢ down 0.1¢, $31m, … Read more
All OrdsMore quarterlies, including from AKP, and a big surge in the A4N price.Portfolio performancesThe Superfund portfolio rose 4.3%, taking the gain for the week to 3.1% and the return for the financial YTD to 0.7%. Movements today were as follows:A 10.9% rise in Alpha (A4N, 96.5¢ up 9.5¢, $1.1b, wkly, daily) added 3.5%. A … Read more
All Ords 8746 up 49 pts or 0.5%Some quarterlies today. Nothing exciting. And a key one coming up for me tomorrow.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:Animoca on Primary Markets (98¢, 80/95¢, $1.9b) last traded 27 Jan. Andromeda (ADN, 0.6¢, $22m, daily) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended … Read more
All Ords 8701 up 56 pts or 0.7%I have to remind myself that patience is a virtue.Portfolio performancesThe Superfund portfolio lost 0.8% as follows:A 0.6% rise in Alpha (A4N, 87.5¢ up 0.5¢, $1.0b, wkly, daily) added 0.2%. A 4.2% rise in Besra Gold (BEZ, 7.5¢ up 0.3¢, $31m, daily, hrly) added 0.2%. Andromeda (ADN, 0.6¢, … Read more
All Ords 8645 down 16 pts or 0.2%Still waiting for the payoff, as always.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 25.0% rise in Blue Star Helium (BNL, 0.5¢ up 0.1¢, $m, daily, hrly) added 0.6%. Andromeda (ADN, 0.6¢, $m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on … Read more
All Ords 8660 up 31 pts or 0.4%A very quiet week.Portfolio performancesThe Superfund portfolio fell 0.2%, taking the loss for the week to 1.4% and the return for the financial YTD to minus 2.4%. Movements today were as follows:A 0.6% rise in Alpha (A4N, 88¢ up 0.5¢, $1.0b, daily, hrly) added 0.2%. Animoca on Primary … Read more
All Ords 8629 down 51 pts or 0.6%Nothing much doing.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 2.9% rise in Alpha (A4N, 87.5¢ up 2.5¢, $1.0b, daily, hrly) added 0.9%. A 16.4% rise in Andromeda (ADN, 0.7¢ up 0.1¢, $26m, daily, hrly) added 0.3%. A 2.6% rise in Red Metal (RDM, 12¢ up 0.3¢, $43m … Read more
All Ords 8681 up 28 pts or 0.3%Reality bites.Portfolio performancesThe Superfund portfolio gained 0.1% as follows:A 25% rise in Blue Star Helium (BNL, 0.5¢ up 0.1¢, $14m, daily, hrly) added 0.6%. Animoca on Primary Markets ($1.00, $0.80/0.98, $1.9b) last traded 16 Jan. Andromeda (ADN, 0.6¢, $22m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m … Read more
All Ords 8653 up 58 pts or 0.7%Needless to say am tired tonight because I got up at 3am to watch you know what.Portfolio performancesThe Superfund portfolio lost 1.0% as follows:Animoca on Primary Markets ($1.00, $0.80/1.00, $1.9b) last traded 16 Jan. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on 1 March 2024. … Read more
All Ords 8594 up 37 pts or 0.4%Nothing much happening, but it should be interesting tonight. Might get up in the early hours.Portfolio performancesThe Superfund portfolio lost 1.0% as follows:A 16.4% rise in Andromeda (ADN, 0.7¢ up 0.1¢, $26m, daily, hrly) added 0.3%. A 6.4% rise in Red Metal (RDM, 11.7¢ up 0.7¢, $42m or … Read more
All Ords 8557 down 12 pts or 0.1%Another quiet day.Portfolio performancesThe Superfund portfolio rose 1.0%, taking the gain for the week to 0.8% and the return for the financial YTD to minus 1.0%. Movements today were as follows:A 2.8% rise in Alpha (A4N, 91¢ up 2.5¢, $1.0b, daily, hrly) added 0.9%. A 1.0% rise in … Read more
All Ords 8569 up 112 pts or 1.3%Animoca to the rescue.Portfolio performancesThe Superfund portfolio gained 2.3% as follows:A 32.0% rise Animoca on Primary Markets (99¢, 80/99¢, $1.9b) added 3.6%. Andromeda (ADN, 0.6¢, $22m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on 1 March 2024. Red Metal (RDM, 11.5¢, … Read more
All Ords 8457 down 15 pts or 0.2%Equity markets are still holding in there.Portfolio performancesThe Superfund portfolio lost 1.3% as follows:A 24.4% rise in Blue Star Helium (BNL, 0.5¢ up 0.1¢, $14m, daily, hrly) added 0.6%. A 7.8% rise in Besra Gold (BEZ, 8.3¢ up 0.6¢, $35m, daily, hrly) added 0.4%. Andromeda (ADN, 0.6¢, $22m, … Read more
All Ords, 8472 up 40 pts or 0.5%A4N is looking especially good after today’s announcement.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 2.2% rise in Alpha (A4N, 92¢ up 2¢, $1.0b, daily, hrly) added 0.7%. A 4.5% rise in Red Metal (RDM, 11.5¢ up 0.5¢, $41m or $48m diluted, daily, hrly) added 0.1%. Andromeda (ADN, … Read more
All Ords 8432 down 112 pts or 1.3%If the S&P500 falls again tonight, as the futures market indicates, it would break a significant uptrend. And the same if the AllOrds falls tomorrow. So we could be in for quite the correction.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:Animoca on Primary Markets (90¢, 85/90¢, $1.7b) last … Read more
All Ords 8544 down 34 pts or 0.4%Undone by Animoca.Portfolio performancesThe Superfund portfolio fell 1.5%, taking the gain for the week to 2.8% and the return for the financial YTD to minus 1.9%. Movements today were as follows:A 4.9% rise in Besra Gold (BEZ, 8.6¢ up 0.4¢, $36m, daily, hrly) added 0.2%. A 4.3% rise … Read more