Daily Analysis

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 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 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

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

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

All Ords 8293 up 98 pts or 1.2%Nothing much doing today, which is just as well because I don’t have much time.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 1.1% rise in Alpha (A4N, 95¢ up 1¢, $m or $m diluted, daily, hrly) added 0.4%. Animoca on Primary Markets (55¢, 56/60¢, $1.1b) last traded 11 … Read more

All Ords 8217 up 25 pts or 0.3%A4N the star! But other than noting that, did not have time to do much today, given the pressure of work.Portfolio performancesThe Superfund portfolio gained 2.0% as follows:A 5.9% rise in Alpha (A4N, 90¢ up 5¢, $1,021m or $1,037m diluted, daily, hrly) added 2.0%. A 25.0% rise in … Read more

All Ords 8192 down 23 pts or 0.3%No time to do much today, but anyway there is nothing much to report.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:Animoca on Primary Markets (60¢, 52/60¢, $1.2b) last traded 4 Sep. Andromeda (ADN, 0.8¢, $25m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $207m diluted) was … Read more

All Ords 8215 up 27 pts or 0.3%A quiet end of week.Portfolio performancesThe Superfund portfolio fell 0.5%, taking the loss for the week to 2.3% and the return for the financial YTD to minus 7.8%. Movements today were as follows:A 1.8% rise in Alpha (A4N, 86.5¢ up 1.5¢, $981m or $996m diluted, daily, hrly) added … Read more

All Ords 8323 down 8 pts or 0.1%The new version of Metastock is still giving me grief. Am hoping for a fix through an update.Portfolio performancesThe Superfund portfolio lost 0.6% as follows:A 12.3% rise in Andromeda (ADN, 0.9¢ up 0.1¢, $28m, daily, hrly) added 0.3%. Animoca on Primary Markets (60¢, 60/70¢, $1.2b) last traded 28 … Read more

All Ords 8331 up 14 pts or 0.2%Another quiet day.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:Animoca on Primary Markets (60¢, 60/70¢, $1.2b) last traded 28 Aug. Audio Pixels (AKP, $6.20, $181m or $196m diluted) was suspended on 1 March. Blue Star Helium (BNL, 0.6¢, $12m, daily, hrly) closed unchanged. A 3.8% fall in Red … Read more

All Ords 8317 up 53 pts or 0.6%I now have a new version (V19 R/T) of Metastock and it is very different from the previous version (v17), so I am spending (wasting) a lot of time figuring out how it works. There are still some problems. But at least I have my charts back.Portfolio performancesThe … Read more

All Ords 8364 down 28 pts or 0.3%I couldn’t load my charts because of a technical issue with Metastock so this report is brief. Hopefully normal service will resume tomorrow.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 12.3% rise in Andromeda (ADN, 0.9¢ up 0.1¢, $28m) added 0.3%. A 0.6% rise in Alpha (A4N, 84¢ … Read more