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
All Ords 8291 down 6 pts or 0.1%Waiting for AKP capital raise and relisting, which surely must be imminent.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 19.6% rise in Blue Star Helium (BNL, 0.6¢ up 0.1¢, $12m, daily, hrly) added 0.6%. Animoca on Primary Markets (60¢, 60/70¢, $1.2b) traded unchanged. Audio Pixels (AKP, $6.20, $181m … Read more
All Ords 8297 down 14 pts or 0.2%Nothing much happening.Portfolio performancesThe Superfund portfolio gained 1.6% as follows:A 3.7% rise in Alpha (A4N, 84.5¢ up 3¢, $959m or $973m diluted, daily, hrly) added 1.2%. A 5.0% rise in Besra Gold (BEZ, 10.5¢ up 0.5¢, $44m, daily, hrly) added 0.3%. A 4.3% rise in Red Metal (RDM, … Read more
All Ords 8312 up 62 pts or 0.8%A short report today.Portfolio performancesThe Superfund portfolio lost 2.8% as follows:A 1.2% rise in Alpha (A4N, 81.5¢ up 1¢, $925m or $939m diluted, daily, hrly) added 0.4%. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 0.5¢, $10m, daily, hrly) closed unchanged. Red … Read more
All Ords 8249 down 9 pts or 0.1%I completed and published this report on Saturday because I ran out of time on Friday (meetings in Sydney and train journeys to and from, plus I had an early night due to a cold). But also, it gave me time to reflect on AKP and add a … Read more
All Ords 8258 up 24 pts or 0.3%A quiet day.Portfolio performancesThe Superfund portfolio lost 1.4% as follows:Animoca on Primary Markets (75¢, 60/73¢, $1.4b) last traded 19 Aug. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 0.4¢, $8m, daily, hrly) closed unchanged. Red Metal (RDM, 13¢, $39m or $46m diluted, … Read more
All Ords 8234 up 26 pts or 0.3%ADN is raising $6.3m to fund operations through to the FID on the Great White kaolin project; I comment below.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A 4.8% rise in Besra Gold (BEZ, 11¢ up 0.5¢, $46m, daily, hrly) added 0.3%. A 4.0% rise in Red Metal (RDM, … Read more
All Ords 8208 up 13 pts or 0.2%How much cash does AKP need to raise? See below for the answer.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 1.2% rise in Alpha (A4N, 81¢ up 1¢, $919m or $933m diluted, daily, hrly) added 0.4%. Animoca on Primary Markets (75¢, 60/75¢, $1.4b) last traded 19 Aug. Andromeda … Read more
All Ords 8195 up 0.1%I am back on deck after a week off in Port Douglas. And what a good start to the week, with AKP achieving its long-awaited breakthrough!Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 4.2% rise in Animoca on Primary Markets (75¢ up 3¢, $1.4b) added 0.4%. Andromeda (ADN, 1.6¢, $50m, daily, … Read more
All Ords 7991 up 104 pts or 1.3%Nothing much happened today.I am on holidays next week in Port Douglas and will not be compiling the usual reports although I will still have to do some PET work because I am managing that company’s operations. Will resume normal service Monday 20th. Portfolio performancesThe Superfund portfolio rose … Read more
All Ords 7887 down 27 pts or 0.3%I comment on A4N following today’s announcement.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 7.4% rise in Red Metal (RDM, 14.5¢ up 1¢, $43m or $52m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (50¢, 36/69¢, $962m) traded but closed unchanged. Audio Pixels (AKP, $6.20, $181m or … Read more
All Ords 7913 up 23 pts or 0.3%A very brief report today.Portfolio performancesThe Superfund portfolio gained 0.9% as follows:A 25 % rise in Animoca on Primary Markets (50¢, 30/50¢, $962m) added 1.6%. Andromeda (ADN, 1.7¢, $53m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $196m diluted) was suspended on 1 March. Blue Star … Read more
All Ords 7890 up 31 pts or 0.4%Performance affected by Animoca.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 3.9% rise in Alpha (A4N, 80¢ up 3¢, $908m or $922m diluted, daily, hrly) added 1.2%. Audio Pixels (AKP, $6.20, $181m or $196m diluted) was suspended on 1 March. Blue Star Helium (BNL, 0.6¢, $12m, daily, hrly) … Read more
All Ords 7859 down 311 pts or 3.8%The huge fall in the overall market slaughtered me today.Portfolio performancesThe Superfund portfolio lost 3.9% as follows:A 19.6% rise in Blue Star Helium (BNL, 0.6¢ up 0.1¢, $12m, daily, hrly) added 0.6%. A 6.9% rise in Besra Gold (BEZ, 9.3¢ up 0.6¢, $39m, daily, hrly) added 0.4%. Andromeda … Read more
All Ords 8170 down 173 pts or 2.1%There was no escaping the market weakness.Portfolio performancesThe Superfund portfolio fell 1.5%, taking the gain for the week to 2.0% and the return for the financial YTD to minus 3.9%. Movements today were as follows:Animoca on Primary Markets (65¢, 55/65¢, $1.3b) last traded 26 July. Audio Pixels (AKP, … Read more
All Ords 8344 up 23 pts or 0.3%BEZ was the star today. I comment on why it was so, and also I review BNL and RDM following their quarterlies released yesterday.Portfolio performancesThe Superfund portfolio gained 1.8% as follows:A 44.9% rise in Besra Gold (BEZ, 8.7¢ up 2.7¢, $36m, daily, hrly) added 1.6%. A 10.5% rise … Read more
All Ords 8340 up 144 pts or 1.8%Quarterlies were lodged today by A4N, ADN, AKP, BEZ, BNL and RDM. I tackled them in alphabetical order and covered A4N, ADN, AKP and BEZ but ran out of time to look at BNL and RDM. Will do them later in the week.Portfolio performancesThe Superfund portfolio lost 0.4% … Read more
All Ords 8177 down 48 pts or 0.6%Quarterlies due tomorrow include those from all the ASX-listed stocks in the portfolios, a measure perhaps of their lowly status in that one could argue that they have left it to the last day in case good news comes through. AKP is the classic example.Portfolio performancesThe Superfund portfolio … Read more
All Ords 8224 up 71 pts or 0.9%Nothing much to report today, in the calm before the quarterly storm.Portfolio performancesThe Superfund portfolio gained 1.3% as follows:A 4.4% rise in Alpha (A4N, 83¢ up 3.5¢, $942m or $956m diluted, daily, hrly) added 1.3%. A 16.4% rise in Blue Star Helium (BNL, 0.7¢ up 0.1¢, $14m, daily, … Read more
All Ords 8153 up 59 pts or 0.7%A better day, and quarterlies next week.Portfolio performancesThe Superfund portfolio rose 2.0%, taking the loss for the week to 0.1% and the return for the financial YTD to minus 5.8%. Movements today were as follows:A 29.6% rise in Besra Gold (BEZ, 7.0¢ up 1.6¢, $29m, daily, hrly) added … Read more
All Ords 8094 down 111 pts or 1.4%Atishoo, atishoo, all fall down.Portfolio performancesThe Superfund portfolio lost 2.5% as follows:A 5.9% rise in Besra Gold (BEZ, 5.4¢ up 0.3¢, $23m, daily, hrly) added 0.2%. Audio Pixels (AKP, $6.20, $181m or $196m diluted) has been suspended since 1 March. Blue Star Helium (BNL, 0.6¢, $12m, daily, hrly) … Read more
All Ords 8206 down 3 pts onlyContains commentary on PEK and SDV following their announcements.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 19.6% rise in Blue Star Helium (BNL, 0.6¢ up 0.1¢, $12m, daily, hrly) added 0.6%. A 1.3% rise in Alpha (A4N, 80.5¢ up 1¢, $913m or $927m diluted, daily, hrly) added 0.4%. Animoca … Read more
All Ords 8209 up 42 pts or 0.5%BEZ has seemingly lost all investor credibility.Portfolio performancesThe Superfund portfolio lost 0.8% as follows:Alpha (A4N, 79.5¢, $902m or $916m diluted, daily, hrly) closed unchanged. Animoca on Primary Markets (70¢, 59/70¢, $1.3b) last traded 22 July. Audio Pixels (AKP, $6.20, $181m or $196m diluted) has been suspended since 1 … Read more
All Ords 8166 down 43 pts or 0.5%Little to report today.Portfolio performancesThe Superfund portfolio gained % s follows:A 7.7% rise in Animoca on Primary Markets (70¢ up 5¢, 59/70¢, $1.3b) added 0.8%. A 9.5% rise in Andromeda (ADN, 2.3¢ up 0.2¢, $72m, daily, hrly) added 0.6%. Audio Pixels (AKP, $6.20, $181m or $196m diluted) has … Read more
All Ords 8209 down 64 pts or 0.8%Another quiet day. The calm before the quarterly storm.Portfolio performancesThe Superfund portfolio fell 0.8%, taking the loss for the week to 2.5% and the return for the financial YTD to 5.7%. Movements today were as follows:A 1.2% rise in Alpha (A4N, 81¢ up 1¢, $919m or $933m diluted, … Read more
All Ords 8273 down 31 pts or 0.4%A short one today.Portfolio performancesThe Superfund portfolio lost 1.5% as follows:A 4.5% rise in Andromeda (ADN, 2.3¢ up 0.1¢, $72m, daily, hrly) added 0.3%. Animoca on Primary Markets (65¢, 61/65¢, $1.2b) last traded 12 July. Audio Pixels (AKP, $6.20, $181m or $196m diluted) was suspended on 1 March. … Read more
All Ords 8303 up 60 pts or 0.7%It was a zero wash with a big rise in ADN offset by an equally big fall in BEZ. I comment on both announcements below and trust that in due course ADN can rise further and that BEZ can recover.Portfolio performancesThe Superfund portfolio broke even as follows:A 29.2% … Read more
All Ords 8247 down 16 pts or 0.2%Nothing much happening.Portfolio performancesThe Superfund portfolio rose 1.0% as follows:A 2.5% rise in Alpha (A4N, 82¢ up 2¢, $930m, daily, hrly) added 0.5%. A 6.2% rise in Andromeda (ADN, 1.7¢ up 0.1¢, $53m, daily, hrly) took 0.3%. Animoca on Primary Markets (65¢, 61/68¢, $1.2b) last traded 12 July. … Read more
All Ords 8262 up 56 pts or 0.7%My work with PET is taking most of my time these days so unfortunately I am not able to spend much time on these reports.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:Animoca on Primary Markets (65¢, 61/70¢, $1.2b) last traded 12 July. Audio Pixels (AKP, $6.20, $181m or … Read more