All Ords 7936 down 99 pts or 1.2%I focus on AKP today. A rant and rave.Portfolio performancesThe Superfund portfolio gained 0.6% as follows:A 23.6% rise in Besra Gold (BEZ, 11¢ up 2.1¢, $46m or $51m diluted, daily, hrly) added 1.2%. Animoca on Primary Markets (76¢, 75/82¢, $1.5b) traded unchanged today. Andromeda (ADN, 1.7¢, $53m, daily, … Read more
All Ords 8035 down 24 pts or 0.3%Nothing much to report, except the news from BEZ is mildly encouraging.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 6.4% rise in Red Metal (RDM, 16.5¢ up 1¢, $49m or $59m diluted, daily, hrly) added 0.1%. Alpha (A4N, 90¢, $914m or $1,063m diluted, daily, hrly) closed unchanged. Andromeda … Read more
All Ords 8059 up 59 pts or 0.7%BNL to the rescue.Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 37.0% rise in Blue Star Helium (BNL, 1.1¢ up 0.3¢, $21m or $22m diluted, daily, hrly) added 1.7%. A 1.1% rise in Alpha (A4N, 90¢ up 1¢, $904m or $1,063m diluted, daily, hrly) added 0.4%. Audio Pixels … Read more
All Ords 7999 down 84 pts or 1.0%Uptrends being cut all over in the past few days.Portfolio performancesThe Superfund portfolio fell 1.4%, taking the loss for the week to minus 4.4% and the return for the financial YTD to minus 36.6%. Movements today were as follows:A 5.8% rise in Andromeda (ADN, 1.8¢ up 0.1¢, $56m, … Read more
All Ords 8083 down 35 pts or 0.4%Short term hopes have been dashed.Portfolio performancesThe Superfund portfolio lost 1.5% as follows:Animoca on Primary Markets (85¢, 78/85¢, $1.6b) last traded 15 May. Andromeda (ADN, 1.7¢, $40m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 1.0¢, $19.4m or … Read more
All Ords 8118 down 2 pts onlyDid more work on A4N.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:Alpha (A4N, 95¢, $887m or $1,120m diluted, daily, hrly) closed unchanged. Animoca on Primary Markets (85¢, 76/85¢, $1.6b) last traded 15 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 1.0¢, $19.4m … Read more
All Ords 8120 down 12 ptsI focus again on A4N.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:A 24.7% rise in Blue Star Helium (BNL, 1.0¢ up 0.2¢, $19.4m or $20.2m diluted, daily, hrly) added 1.1%. Animoca on Primary Markets (85¢, 76/85¢, $1.6b) last traded 15 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains … Read more
All Ords 8132 up 50 pts or 0.6%Big day for A4N, with the DCF and equity capital raise for the Stage 2 HPA project finally out of the way. Risk is now much reduced.Portfolio performancesThe Superfund portfolio gained 0.1% as follows:An 11.7% rise in Andromeda (ADN, 1.9¢ up 0.1¢, $59m, daily, hrly) added 0.5%. A … Read more
All Ords 8082 down 68 pts or 0.8%A good day for once, hopefully heralding more to come.Portfolio performancesThe Superfund portfolio rose 1.4%, taking the gain for the week to 1.9% and the return for the financial YTD to minus 33.7%. Movements today were as follows:A 4.2% rise in Alpha (A4N, $1.00 up 4¢, $934m or … Read more
All Ords 8150 up 129 pts or 1.6%Putting RDM and the MMA equity raising under the microscope.Portfolio performancesThe Superfund portfolio gained 0.6% as follows:A 12.3% rise in Blue Star Helium (BNL, 0.9¢ up 0.1¢, $17.5m or $18.2m diluted, daily, hrly) added 0.5%. A 0.5% rise in Alpha (A4N, 96¢ up 0.5¢, $896m or $913m diluted, … Read more
All Ords 8021 up 25 pts or 0.3%BEZ was the feature of the day but I am not sure the strength is sustainable in the short term.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 14.1% rise in Besra Gold (BEZ, 10.5¢ up 1.3¢, $44m or $49m diluted, daily, hrly) added 0.7%. Animoca on Primary Markets … Read more
All Ords 7996 down 24 pts or 0.3%Some interesting announcements. And has BNL bottomed?Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 12.3% rise in Blue Star Helium (BNL, 0.9¢ up 0.1¢, $17.5m or $18.2m diluted, daily, hrly) added 0.5%. A 1.1% rise in Alpha (A4N, 96¢ up 1¢, $896m or $913m diluted, daily, hrly) added … Read more
All Ords 8019 down 3 pts onlyAnother quiet day, waiting for progress on all fronts.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 5.8% rise in Andromeda (ADN, 1.8¢ up 0.1¢, $56m, daily, hrly) added 0.3%. A 6.7% rise in Red Metal (RDM, 16¢ up 1¢, $48m or $57m diluted, daily, hrly) added 0.1%. Animoca on … Read more
All Ords 8023 up 29 pts or 0.4%Nothing much happening.Portfolio performancesThe Superfund portfolio fell 0.7%, taking the loss for the week to 3.2% and the return for the financial YTD to minus 35.0%. Movements today were as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted, daily, hrly) added … Read more
All Ords 7994 down 83 pts or 1.0%Not much happening today.Portfolio performancesThe Superfund portfolio lost 0.5% as follows:A 5.5% rise in Andromeda (ADN, 1.9¢ up 0,1¢, $56m, daily, hrly) added 0.3%. Animoca on Primary Markets (90¢, 85/95¢, $1.9b) last traded 3 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Besra Gold (BEZ, … Read more
All Ords 8077 up 11 pts or 0.1%More research on A4N and ADNPortfolio performancesThe Superfund portfolio gained 0.2% as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted, daily, hrly) added 0.5%. A 3.2% rise in Red Metal (RDM, 16¢ up 0.5¢, $48m or $57m diluted, daily, hrly) added … Read more
All Ords 8066 up 113 pts or 1.4%Everthing is going up except for my portfolio. Very disheartening.Portfolio performancesThe Superfund portfolio lost 1.4% as follows:A 3.3% rise in Red Metal (RDM, 15.5¢ up 0.5¢, $46m or $55m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (90¢, 85/95¢, $1.7b) last traded 3 May. Audio Pixels (AKP, … Read more
All Ords 7952 up 55 pts or 0.7%I spent some time today reviewing and writing up ADN’s announcement on the Great White kaolin project.Portfolio performancesThe Superfund portfolio lost 0.8% as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted, daily, hrly) added 0.5%. A 3.4% rise in Red Metal … Read more
All Ords 7898 up 48 pts or 0.6%Fall in RDM was a feature today, otherwise it was a quiet day.Portfolio performancesThe Superfund portfolio fell 0.2%, taking the loss for the week to 2.6% and the return for the financial YTD to minus 32.8%. Movements today were as follows:A 1.0% rise in Alpha (A4N, $1.05 up … Read more
All Ords 7849 up 18 pts or 0.2%In the quiet period post quarterlies.Portfolio performancesThe Superfund portfolio added 1.1% as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted, daily, hrly) added 0.5%. A 1.5% rise in Alpha (A4N, $1.04 up 1.5¢, $971m or $989m diluted, daily, hrly) added 0.5%. … Read more
All Ords 7832 down 100 pts or 1.3%Nice not having to deal with all those quarterlies.Portfolio performanceThe Superfund portfolio lost 2.4% as follows:A 6.7% rise in Besra Gold (BEZ, 9.6¢ up 0.6¢, $40m or $45m diluted, daily, hrly) added 0.3%. Animoca on Primary Markets (90¢, 90/98¢, $1.7b) last traded 30 Apr. Audio Pixels (AKP, $6.20, … Read more
All Ords 7932 up 25 pts or 0.3%Dealt with 9 quarterlies plus the PET stuff so am now feeling my age.And as half expected, AKP is still not able to demonstrate its Gen II speaker chip.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or … Read more
All Ords 7908 up 71 pts or 0.9%Just a couple of quarterlies today, so there will be more tomorrow including ADN, AKP, BEZ and RDM.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 0.9% rise in Alpha (A4N, $1.10 up 1¢, $1.03b or $1.05b diluted, daily, hrly) added 0.3%. Animoca on Primary Markets ($1.00, $0.90/0.98, $1.9b) … Read more
All Ords 7837 down 100 pts or 1.3%A quiet day albeit I had to complete this on Saturday because of my obligations to PET.Of the portfolio stocks only BNL has lodged its quarterly; the other five are yet to report. The key one will AKP. The other companies issue regular updates in line with their … Read more
All Ords 7938 evenAn even quieter day.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 0.9% rise in Alpha (A4N, $1.00 up 1¢, $1.03b or $1.05b diluted, daily, hrly) added 0.3%. Animoca on Primary Markets ($1.00, $0.90/0.98, $1.9b) last traded 19 April. Andromeda (ADN, 1.9¢, $59m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or … Read more
All Ords 7938 up 35 pts of 0.5%A technical hitch has meant that my Metatock data does not load, so I cannot view any charts!Portfolio performancesThe Superfund portfolio gained 0.2% as follows:An 11.7% rise in Andromeda (ADN, 1.9¢ up 0.2¢, $59m) added 0.5%. Alpha (A4N, $1.09, $1.02b or $1.04b diluted) closed unchanged. Animoca on Primary … Read more
All Ords 7902 up 85 pts or 1.1%BEZ in the doldrums.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 6.2% rise in Andromeda (ADN, 1.7¢ up 0.1¢, $53m, daily, hrly) added 0.2%. A 3.1% rise in Red Metal (RDM, 16.5¢ up 0.5¢, $49m or $59m diluted) added 0.1%. Alpha (A4N, $1.09, $1.02b or $1.04b diluted, daily, … Read more
All Ords 7817 down 82 pts or 1.0%A very quiet day.Portfolio performancesThe Superfund portfolio rose 0.4%, taking the loss for the week to 0.1% and the return for the financial YTD to minus 31.5%. Movements today were as follows:A 5.3% rise in Animoca on Primary Markets ($1.00 up 5¢, $0.90/1.00, $1.9b) added 0.6%. A 0.9% … Read more
All Ords 7899 up 38 pts or 0.2%SDV released a positive quarterly report and in response I have increased my projections substantially.Portfolio performancesThe Superfund portfolio broke even as follows:A 7.1% rise in Besra Gold (BEZ, 10.5¢ up 0.7¢, $44m or $49m diluted, daily, hrly) added 0.4%. Animoca on Primary Markets (95¢, 80/93¢, $1.8b) last traded … Read more
All Ords 7861 down 1 pt onlyA great day for A4N, with more to come.Portfolio performancesThe Superfund portfolio gained 3.4% as follows:A 6.9% rise in Alpha (A4N, $1.09 up 7¢, $1.02b or $1.04b diluted, wkly, daily, hrly, 5min) added 2.4%. A 5.6% rise in Animoca on Primary Markets (95¢, 80/93¢, $1.8b) added 0.7%. A 16.4% … Read more