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
All Ords 8578 down 22 pts or 0.3%Nothing doing today.Portfolio performancesThe Superfund portfolio scarcely broke even, as follows:A 2.2% rise in Alpha (A4N, 92.5¢ up 2¢, $1.1b, daily, hrly) added 0.7%. Animoca on Primary Markets (100¢, 85/90¢, $1.9b) last traded 7 Jan. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on 1 March. … Read more
All Ords 8599 up 57 pts or 0.7%A better day, led by A4N.Portfolio performancesThe Superfund portfolio gained 2.2% as follows:A 5.8% rise in Alpha (A4N, 90.5¢ up 5¢, $1.0b, daily, hrly) added 1.8%. A 1.0% rise Animoca on Primary Markets (100¢, 85/99¢, $1.9b) added 0.1%. A 2.3% rise in Besra Gold (BEZ, 8.9¢ up 0.2¢, … Read more
All Ords 8543 up 26 pts or 0.3%The quietest day ever.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:Alpha (A4N, 85.5¢, $1.0b, daily, hrly) closed unchanged. Animoca on Primary Markets (99¢, 85/100¢, $1.9b) last traded 5 Jan. Andromeda (ADN, 0.7¢, $26m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on … Read more
All Ords 8517 up 5 pts or 0.1%Portfolios helped by rises in Animoca and RDM.Portfolio performancesThe Superfund portfolio gained 2.1% as follows:A 16.5% rise in Animoca on Primary Markets (99¢ up 14¢, 85/100¢, $1.9b) added 2.1%. A 4.8% rise in Red Metal (RDM, 11¢ up 0.5¢, $40m or $46m diluted, daily, hrly) added 0.1%. Alpha … Read more
All Ords 8512 up 47 pts or 0.6%Even quieter today.Portfolio performancesThe Superfund portfolio fell 0.3%, taking the gain for the week to 0.4% and the return for the financial YTD to minus 4.5%. Movements today were as follows:A 2.9% rise in Red Metal (RDM, 10.5¢ up 0.3¢, $38m or $44m diluted, daily, hrly) made little … Read more
All Ords 8465 up 45 pts or 0.5%A quiet day.Portfolio performancesThe Superfund portfolio lost 1.0% as follows:A 2.0% rise in Red Metal (RDM, 10.2¢ up 0.2¢, $37m or $43m diluted, daily, hrly) made little difference. Animoca on Primary Markets (85¢, 75/85¢, $1.6b) recorded a small sale at 85¢, unchanged on the buy quote of yesterday. … Read more
All Ords 8421 down 76 pts or 0.9%Ending with a wimper.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 16.4% rise in Andromeda (ADN, 0.7¢ up 0.1¢, $26m, daily, hrly) added 0.3%. A 0.6% rise in Alpha (A4N, 89¢ up 0.5¢, $1.0b, daily, hrly) added 0.2%. Animoca on Primary Markets (69¢, 85/98¢, $1.6b) last traded at … Read more
All Ords 8496 down 24 pts or 0.3%BEZ has broken out!Portfolio performancesThe Superfund portfolio gained 1.3% as follows:A 2.9% rise in Alpha (A4N, 88.5¢ up 2.5¢, $1.0b, daily, hrly) added 0.9%. A 12.5% rise in Besra Gold (BEZ, 9¢ up 1¢, $38m, daily, hrly) added 0.6%. A 4.8% rise in Red Metal (RDM, 11¢ up … Read more
All Ords 8472 up 19 pts or 0.2%This will be my last Daily Comment until Monday 30 December because I am taking the rest of the week off. Merry Christmas!Portfolio performancesThe Superfund portfolio lost 0.8% as follows:A 2.4% rise in Alpha (A4N, 85¢ up 2¢, $1.0b, daily, hrly) added 0.8%. A 16.4% rise in Andromeda … Read more
All Ords 8453 up 136 pts or 1.6%An interesting announcement from BNL.Portfolio performancesThe Superfund portfolio lost 0.8% as follows:An 8.7% rise in Besra Gold (BEZ, 7.5¢ up 0.6¢, $31m, daily, hrly) added 0.4%. Animoca on Primary Markets (99¢, 85/98¢, $1.9b) last traded 20 Dec. Andromeda (ADN, 0.6¢, $22m, daily, hrly) closed unchanged. Audio Pixels (AKP, … Read more
All Ords 8317 down 98 pts or 1.2%I apologise for not publishing a post on this blog yesterday. Would you believe I forgot to put my laptop in my bag when I took the train down to Sydney to stay overnight there before the AGM today, and I was too tired to do it on … Read more
All Ords 8559 evenNothing much happening.Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 1.7% rise in Alpha (A4N, 88¢ up 1.5¢, $1.0b, daily, hrly) added 0.6%. Animoca on Primary Markets (74¢, 72/74¢, $1.4b) last traded 17 Dec. Andromeda (ADN, 0.6¢, $22m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended … Read more
All Ords 8559 up 65 pts or 0.9%An excellent presentation by A4N was the highlight of my day.Portfolio performancesThe Superfund portfolio gained 1.2% as follows:A 4.2% rise in Alpha (A4N, 86.5¢ up 3.5¢, $1.0b, daily, hrly) added 1.4%. A 1.4% rise in Animoca on Primary Markets (74¢ up 1¢, 70/74¢, $1.4b) added 0.2%. A 4.8% … Read more
All Ords 8494 down 56 pts or 0.8%Am flabbergasted with how fast and far A4N has fallen.Portfolio performancesThe Superfund portfolio lost 1.6% as follows:A 4.3% rise in Animoca on Primary Markets (73¢, 70/73¢, $1.4b) added 0.5%. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on 1 March. Besra Gold (BEZ, 7.9¢, $33m, daily, … Read more
All Ords 8550 down 37 pts or 0.4%A4N was a bummer again.But have a look at the AKP video!Portfolio performancesThe Superfund portfolio fell 0.8%, taking the loss for the week to 3.9% and the return for the financial YTD to minus 6.4%. Movements today were as follows:A 14.5% rise in Besra Gold (BEZ, 7.9¢ up … Read more
All Ords 8587 down 24 pts or 0.3%The fall in A4N shares was more severe than I had expected.Portfolio performancesThe Superfund portfolio lost 2.7% as follows:Animoca on Primary Markets (70¢, 59/73¢, $1.3b) last traded 10 Dec. Andromeda (ADN, 0.7¢, $26m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on … Read more
All Ords 8610 down 40 pts or 0.5%A4N’s update was for once slightly negative.Portfolio performancesThe Superfund portfolio broke even as follows:A 7.6% rise in Besra Gold (BEZ, 7.1¢ up 0.5¢, $30m, daily, hrly) added 0.3%. A 16.7% rise in Andromeda (ADN, 0.7¢ up 0.1¢, $26m, daily, hrly) added 0.3%. Animoca on Primary Markets (70¢, 59/73¢, … Read more
All Ords 8650 down 37 pts or 0.4%Nothing much happening.Portfolio performancesThe Superfund portfolio lost 1.2% as follows:Animoca on Primary Markets (70¢, 59/74¢, $1.3b) traded but closed unchanged. Audio Pixels (AKP, $6.20, $181m or $211m diluted) was suspended on 1 March. Red Metal (RDM, 11¢, $40m or $46m diluted, daily, hrly) closed unchanged. A 2.9% fall … Read more
All Ords 8687 down 2 pts onlyAKP is raising more cash, again. Hopefully the key milestone- achieving production of packaged chips – is imminent.Portfolio performancesThe Superfund portfolio gained 0.9% as follows:A 25.0% rise in Blue Star Helium (BNL, 0.5¢ up 0.1¢, $14m, daily, hrly) added 0.6%. A 2.9% rise in Animoca on Primary Markets (70¢, … Read more