All Ords 8206 up 73 pts or 0.9%Am running out of different ways to say BORING and QUIET.Portfolio performancesThe Superfund portfolio rose 0.2%, taking the loss for the week to 1.4% and the return for the financial YTD to minus 3.3%. Movements today were as follows:An 8.3% rise in Animoca on Primary Markets (65¢ up … Read more
All Ords 8133 up 75 pts or 0.9%Nothing happening.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 16.4% rise in Blue Star Helium (BNL, 0.7¢ up 0.1¢, $14m, daily, hrly) added 0.6%. A 2.9% rise in Red Metal (RDM, 17.5¢ up 0.5¢, $52m or $62m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (60¢, 60/75¢, … Read more
All Ords 8058 down 17 pts or 0.2%Focus on MEI.Portfolio performancesThe Superfund portfolio lost 1.7% as follows:A 13.2% rise in Andromeda (ADN, 1.7¢ up 0.2¢, $53m, daily, hrly) added 0.5%. Animoca on Primary Markets (60¢, 60/75¢, $1.3b) last traded yesterday. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Besra Gold (BEZ, 9.9¢, $41m … Read more
All Ords 8075 up 63 pts or 0.8%The extended bear market in stocks looking to mine raw materials for electric vehicles grinds on, with China being the main protagonist. Whether it be graphite, nickel, lithium, or rare earths players.Portfolio performancesThe Superfund portfolio gained 0.1% as follows:A 1.1% rise in Alpha (A4N, 90¢ up 1¢, $1.02b … Read more
All Ords 8012 down 58 pts or 0.7%RDM fundamentals are looking good and at some point this will be recognised by investors.Portfolio performancesThe Superfund portfolio gained 0.8% as follows:A 2.9% rise in Alpha (A4N, 89¢ up 2.5¢, $1.01b or $1.03b diluted, daily, hrly) added 0.9%. A 6.2% rise in Red Metal (RDM, 17¢ up 1¢, … Read more
All Ords 8070 down 9 pts or 0.1%Animoca finally fell.Portfolio performancesThe Superfund portfolio fell 3.0%, taking the loss for the week to 1.9% and the return for the financial YTD to minus 1.9%. Movements today were as follows:Andromeda (ADN, 1.7¢, $53m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. … Read more
All Ords 8079 up 93 pts or 1.2%Still nothing much happening.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 13.2% rise in Andromeda (ADN, 1.7¢ up 0.2¢, $53m, daily, hrly) added 0.5%. Animoca on Primary Markets (80¢, 56/75¢, $1.5b) last traded 27 June. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Besra Gold (BEZ, … Read more
All Ords 2986 up 26 pts or 0.3%Nothing much to add today.Portfolio performancesThe Superfund portfolio lost 0.6% as follows:A 3.1% rise in Red Metal (RDM, 16.5¢ up 0.5¢, $49m or $59m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (80¢, 56/75¢, $1.5b) last traded 27 June. Audio Pixels (AKP, $6.20, $181m or $196m diluted) … Read more
All Ords 7960 down 33 pts or 0.4%The quietest day ever!Portfolio performancesThe Superfund portfolio broke even because none of the holdings changed in price. In more detail:Alpha (A4N, 89.5¢, $1.0b, daily, hrly) closed unchanged. Animoca on Primary Markets (80¢, 56/80¢, $1.5b) last traded 27 June. Andromeda (ADN, 1.6¢, $50m, daily, hrly) closed unchanged. Audio Pixels … Read more
All Ords 7992 down 22 pts or 0.3%A good start to the financial year.Portfolio performancesThe Superfund portfolio gained 1.7% as follows:A 3.5% rise in Alpha (A4N, 89.5¢ up 3¢, $1,015m or $1,030m diluted, daily, hrly) added 1.1%. A 0.6% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted, daily, hrly) added … Read more
All Ords 8014 up 11 pts or 0.1%A disheartening financial year has drawn to a close. Hopefully the upcoming new year will see some positives emerge.Portfolio performancesThe Superfund portfolio rose 0.5%, taking the loss for the week to 4.0% and the return for the financial year to minus 38.4%. Movements today were as follows:A 16.4% … Read more
All Ords 8003 down 20 pts or 0.3%PET is badly eating into my time to compile these reports so my apologies for that.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 12.4% rise in Andromeda (ADN, 1.8¢ up 0.2¢, $56m, daily, hrly) added 0.5%. A 3.4% rise in Red Metal (RDM, 15¢ up 0.5¢, $45m or … Read more
All Ords 8023 down 54 pts or 0.7%Feeling a little better today.I don’t think I missed much over the last couple of days, except that on Monday Animoca fell back to reflect it’s lower quotes. And nothing much happened today either,I took the opportunity shorten the format of the report.Portfolio performancesThe Superfund portfolio gained 0.1% … Read more
I have been as sick as a dog with some sort of gastro intestinal problem for the last couple of days. I wasn’t up to doing the report yesterday and athough I am better now after a dreadful morning, I am still not well enough. Hopefully I will be back in business tomorrow.Graeme__________________________________________________________Notification of new … Read more
8041 up 28 pts or 0.4%RDM is making a run for it but everything else is moribund.Portfolio performancesThe Superfund portfolio rose 0.2%, taking the loss for the week to 0.4% and the return for the financial YTD to minus 35.7%. Movements today were as follows:A 10.7% rise in Red Metal (RDM, 15.5¢ up 1.5¢, $46m … Read more
All Ords 8012 up 2 pts onlyWaiting, waiting, waiting, that is my investment process. Waiting to be proved right, and vindicated.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:Alpha (A4N, 86.5¢, $875m or $996m diluted, daily, hrly) closed unchanged. Animoca on Primary Markets ($¢, $b) last traded 14 June. Andromeda (ADN, 1.7¢, $53m, daily, hrly) closed … Read more
All OrdsAll Ords 8011 down 5 pts or 0.1%Nothing much to report today.Portfolio performancesThe Superfund portfolio lost 1.9% as follows:A 8.9% rise in Red Metal (RDM, 14.7¢ up 1.2¢, $44m or $52m diluted, daily, hrly) added 0.2%. Animoca on Primary Markets (99¢, 50/85¢, $1.9b) last traded 14 June. Audio Pixels (AKP, $6.20, $181m or $196m … Read more
All Ords 8016 up 72 pts or 0.9%Focused on A4N on a quiet day.Portfolio performancesThe Superfund portfolio gained 0.9% as follows:A 9.9% rise in Blue Star Helium (BNL, 1.1¢ up 0.1¢, $21m or $22m diluted, daily, hrly) added 0.5%. An 11.7% rise in Andromeda (ADN, 1.9¢ up 0.2¢, $59m, daily, hrly) added 0.5%. Animoca on … Read more
All Ords 7499 down 31 pts or 0.4%Moment of truth for BEZ?Portfolio performancesThe Superfund portfolio gained 0.9% as follows:A 2.9% rise in Alpha (A4N, 88.5¢ up 2.5¢, $889m or $1,045m diluted, daily, hrly) added 0.9%. Animoca on Primary Markets (99¢, 65/85¢, $1.9b) last traded 14 June. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains … Read more
All Ords 7975 down 28 pts or 0.3%That’s better!! Although judging from the buy/sell quotes I’m not sure the sudden strength in Animoca will last.Portfolio performancesThe Superfund portfolio rose 6.5%, taking the loss for the week to 0.3% and the return for the financial YTD to minus 35.4$. Movements today were as follows:A 52.3% rise … Read more
All Ords 8003 up 39 pts or 0.5%Animoca was a disaster today as the weakness in cryptos finally impacted.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:A 22.0% rise in Blue Star Helium (BNL, 1.1¢ up 0.2¢, $21m or $22m diluted, daily, hrly) xx. A 3.7% rise in Red Metal (RDM, 14¢ up 0.5¢, $42m or … Read more
All OrdsA very ordinary day.Portfolio performancesThe Superfund portfolio lost 2.1% as follows:Animoca on Primary Markets (90¢, 65/85¢, $1.7b) last traded 7 June. Andromeda (ADN, 1.8¢, $56m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. A 6.9% fall in Red Metal (RDM, 13.5¢ down 1¢, $40m or $48m diluted, daily, … Read more
All Ords 8006 down 107 pts or 1.3%The fall in the market was led by the major resource stocks and my portfolio stocks did not escape unscathed. But hopefully just a blip in the overall scheme of things.And I comment on CXL following its presentation.Portfolio performancesThe Superfund portfolio lost 1.4% as follows:Animoca on Primary Markets … Read more
All Ords 8113 up 39 pts or 0.5%No announcements, nothing much to say. But RDM disappointed.Portfolio performancesThe Superfund portfolio rose 1.7%, taking the gain for the week to 0.7% and the return for the financial YTD to minus 35.2%. Movements today were as follows:A 12.5% rise in Animoca on Primary Markets (90¢, 65/98¢, $1.7b) added … Read more
All Ords 8074 up 52 pts or 0.6%Interesting move by BNL into carbon dioxide.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 6.7% rise in Animoca on Primary Markets (80¢, 65/82¢, $1.5b) added 0.7%. A 10.0% rise in Blue Star Helium (BNL, 1.1¢ up 0.1¢, $21m or $22m diluted, daily, hrly) added 0.6%. Audio Pixels (AKP, … Read more
All Ords 8022 up 28 pts or 0.4%Nothing much happening.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 4.1% rise in Alpha (A4N, 89.5¢ up 3.5¢, $899m or $1,057m diluted, daily, hrly) added 0.2%. Animoca on Primary Markets (75¢, 65/80¢, $b) last traded 30 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue … Read more
All Ords 7994 down 30 pts or 0.4%ADN to the rescue. Who would have thought? But not complaining.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 35.3% rise in Andromeda (ADN, 2.3¢ up 0.6¢, $72m, daily, hrly, 10min) added 1.6%. A 3.0% rise in Red Metal (RDM, 17¢ up 0.5¢, $51m or $61m diluted, daily, hrly) … Read more
All Ords 8024 up 53 pts or 0.7%Spent so much time on PET I didn’t have time to do this report justice.Portfolio performancesThe Superfund portfolio lost 1.6% as follows:Animoca on Primary Markets (75¢, 65/82¢, $1.4b) last traded 30 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 1.1¢, $21m … Read more
All Ords 7971 up 75 pts or 0.9%Nothing much happening.Portfolio performancesThe Superfund portfolio rose 2.2%, taking the gain for the week to 1.5% and the return for the financial YTD to minus 35.7%. Movements today were as follows:A 3.4% rise in Alpha (A4N, 90¢ up 3¢, $904m or $1,063m diluted, daily, hrly) added 1.1%. A … Read more
All Ords 7896 down 40 pts or 0.5%A quiet day with nothing interesting to report.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:Andromeda (ADN, 1.7¢, $53m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 1.0¢, $19.4m or $20.2m diluted, daily, hrly) closed unchanged. Red Metal (RDM, … Read more