All Ords 8579.1 down 50 pts or 0.6%Nothing doing, today.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 4.6% rise in Animoca on Primary Markets (68¢, 62/93¢, $1.3b) added 0.4%. Andromeda (ADN, 0.6¢, $22m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $207m diluted) was suspended on 1 March. Blue Star Helium (BNL, 0.5¢, … Read more
All Ords 8629 up 75 pts or 0.9%Boring!Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 0.5% rise in Alpha (A4N, 99¢ up 0.5¢, $1.1b, daily, hrly) added 0.2%. Animoca on Primary Markets (65¢, 57/93¢, $1.2b) last traded 14 Nov. Audio Pixels (AKP, $6.20, $181m or $207m diluted) was suspended on 1 March. Besra Gold (BEZ, … Read more
All Ords 8554 up 15 pts or 0.2%Nothing much doing today.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 1.5% rise in Alpha (A4N, 98.5¢ up 1.5¢, $1.1b, daily, hrly) added 0.6%. A 5.9% rise in Besra Gold (BEZ, 7.2¢ up 0.4¢, $30m, daily, hrly) added 0.2%. Animoca on Primary Markets (65¢, 55/95¢, $1.2b) last traded … Read more
All Ords 8539 up 59 pts or 0.7%A better day and better week for me, but can it be sustained in the short term?Portfolio performancesThe Superfund portfolio rose 1.4%, taking the gain for the week to 3.6% and the return for the financial YTD to minus 3.7%. Movements today were as follows:An 8.3% rise in … Read more
All Ords 8480 up 29 pts or 0.3%Another quiet one.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 5.3% rise in Animoca on Primary Markets (60¢ up 3¢, 55/65¢, $1.2b) added 0.5%. A 2.9% rise in Besra Gold (BEZ, 7.0¢ up 0.2¢, $29m, daily, hrly) added 0.1%. Andromeda (ADN, 0.6¢, $34m, daily, hrly) closed unchanged. Audio … Read more
All Ords 8451 down 64 pts or 0.8%A quiet dayPortfolio performancesThe Superfund portfolio lost 0.6% as follows:A 4.5% rise in Red Metal (RDM, 11.5¢ up 0.5¢, $41m or $48m diluted, daily, hrly) added 0.1%. Alpha (A4N, 98¢, $1.1b, daily, hrly) closed unchanged. Animoca on Primary Markets (57¢, 55/55¢, $1.1b) last traded 12 Nov. Andromeda (ADN, … Read more
All Ords 8515 down 4 pts onlyOne day I hope to be vindicated on Animoca (see below) in addition to other stocks like AKP.Portfolio performancesThe Superfund portfolio gained 2.0% as follows:A 14.0% rise in Animoca on Primary Markets (57¢ up 7¢, 51/58¢, $1.1b) added 1.1%. A 2.1% rise in Alpha (A4N, 98¢ up 2¢, $1.1b, … Read more
All Ords 8519 down 34 pts or 0.4%The rise in BNL is probably not sustainable in the short term.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 64.5% rise in Blue Star Helium (BNL, 0.5¢ up 0.2¢, $14m, daily, hrly) added 1.2%. Alpha (A4N, 96¢, $1.1b, daily, hrly) closed unchanged. Andromeda (ADN, 0.6¢, $34m, daily, hrly) … Read more
All Ords 8553 up 71 pts or 0.8%Sliding away.Portfolio performancesThe Superfund portfolio fell 1.4%, taking the loss for the week to 3.2% and the return for the financial YTD to minus 7.0%. Movements today were as follows:Animoca on Primary Markets (51¢, 47/57¢, $1.0b, daily) closed unchanged on high volume. Andromeda (ADN, 0.6¢, $34m, daily, hrly) … Read more
All Ords 8482 up 26 pts or 0.3%Back to reality.Portfolio performancesThe Superfund portfolio rose 0.4% as follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $11m, daily, hrly) added 0.6%. A 6.3% rise in Animoca on Primary Markets (51¢, 51/56¢, $1.0b) added 0.5%. Andromeda (ADN, 0.6¢, $34m, daily, hrly) closed unchanged. Audio Pixels … Read more
All Ords 8456 up 68 pts or 0.8%I am in a good mood tonight and it has nothing to do with the market. You can probably guess what it is.Portfolio performancesThe Superfund portfolio lost 1.4% as follows:A 4.3% rise in Red Metal (RDM, 12¢ up 0.5¢, $43m or $50m diluted, daily, hrly) added 0.1%. A … Read more
All Ords 8388 down 35 pts or 0.4%ISXFEU to the rescue. What is that, you ask? Well, it’s something I hardly ever mention because I am sure you are not interested. And although the Superfund owns some shares it is a small holding. But its valuation has risen sharply. Read on!Portfolio performancesThe Superfund portfolio lost … Read more
All Ords 8423 up 43 pts or 0.5%Waiting for positive news on all stocks, as always.Portfolio performancesThe Superfund portfolio gained 0.1% follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. A 1.2% rise in Besra Gold (BEZ, 8.1¢ up 0.1¢, $34m, daily, hrly) added 0.1%. Alpha (A4N, $1.01, … Read more
All Ords 8380 down 42 pts or 0.5%Down and miserable.PPortfolio performancesThe Superfund portfolio fell 1.1%, taking the loss for the week to 1.3% and the return for the financial YTD to minus 4.0%. Movements today were as follows:Animoca on Primary Markets (60¢, 48/58¢, $1.2b, daily) last traded 7 Oct. Andromeda (ADN, 0.7¢, $26m, daily, hrly) … Read more
All Ords 8422 down 17 pts or 0.2%Quarterlies galore.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 0.5% rise in Alpha (A4N, $1.025 up 0.5¢, $1.2b, daily, hrly) added 0.2%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last traded 7 Oct. Audio Pixels (AKP, $6.20, $181m or $207m diluted) was suspended on 1 March. Besra Gold … Read more
All Ords 8440 down 66 pts or 0.8%The fall in RDM seems technical in nature and may not reflect investors’ view of the fundamentals.Portfolio performancesThe Superfund portfolio fell marginally as follows:A 14.1% rise in Andromeda (ADN, 0.8¢ up 0.1¢, $30m, daily, hrly) added 0.3%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last traded 7 Oct. … Read more
All Ords 8506 up 28 pts or 0.3%Nothing much to say on the portfolio stocks but I do comment on the SDV quarterly.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 3.8% rise in Red Metal (RDM, 13.5¢ up 0.5¢, $40m or $51m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last … Read more
All Ords 8478 up 11 pts or 0.1%Another quiet one.Portfolio performancesThe Superfund portfolio gained 0.8% as follows:A 1.5% rise in Alpha (A4N, $1.035 up 1.5¢, $1.2b, daily, hrly) added 0.6%. A 14.1% rise in Andromeda (ADN, 0.8¢ up 0.1¢, $30m, daily, hrly) added 0.3%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last traded 7 Oct. … Read more
All Ords 8467 up 13 pts or 0.2%Another quiet one.Portfolio performancesThe Superfund portfolio fell 0.2%, taking the loss for the week to 3.0% and the return for the financial YTD to minus 2.7%. Movements today were as follows:A 7.9% rise in Besra Gold (BEZ, 8.2¢ up 0.6¢, $34m, daily, hrly) added 0.4%. Animoca on Primary … Read more
All Ords 8454 down 22 pts or 0.3%A better day for some but generally speaking, the dismal performance continued for most of the holdings.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. A 0.5% rise in Alpha (A4N, $1.035 up 0.5¢, … Read more
All Ords 8476 up 7 pts or 0.1%A4N extended its fall and this was the main influence of the day, unfortunately.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 4.2% rise in Red Metal (RDM, 12.5¢ up 0.5¢, $37m or $47m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last traded 7 … Read more
All Ords 8469 down 135 pts or 1.6%Nothing much to say today, just more of the same.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. A 4.3% rise in Red Metal (RDM, 12¢ up 0.5¢, $36m or $45m diluted, daily, hrly) … Read more
All Ords 8604 up 53 pts or 0.6%RDM was the highlight following its announcement of the maiden resource estimate for the gigantic Sybella REO deposit.And A4N has given up all of its recent gains. Was that a false breakout last week?Portfolio performancesThe Superfund portfolio lost 0.8% as follows:A 14.1% rise in Andromeda (ADN, 0.8¢ up … Read more
All Ords 8551 down 73 pts or 0.8%I comment further on AKP.Portfolio performancesThe Superfund portfolio fell 1.3%, taking the gain for the week to 0.2% and the return for the financial YTD to 0.3%. Movements today were as follows:A 7.1% rise in Besra Gold (BEZ, 9.0¢ up 0.6¢, $38m, daily, hrly) added 0.3%. A 4.8% … Read more
All 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
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