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
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
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
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