All Ords 7862 down 147 pts or 1.8%Investment in stocks is mostly about waiting for one thing or another (especially investment in AKP!) . A4N is similar in that respect in that I’ve been waiting for months for the funding package for the Stage 2 plant. That announcement is now scheduled for later this week. … Read more
All Ords 8009 down 41 pts or 0.5%Did some work on ARR today in the absence of anything else happening.Portfolio performancesThe Superfund portfolio lost 2.9% as follows:Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 0.8¢, $15.5m or $16.3m diluted, daily, hrly) closed unchanged. Red Metal (RDM, 15.5¢, $46m or … Read more
All Ords 8050 down 24 pts or 0.3%Saved by Animoca this time.Portfolio performancesThe Superfund portfolio rose 1.2%, taking the gain for the week to 7.0% and the return for the financial YTD to minus 31.5%. Movements today were as follows:A 20.7% rise in Animoca on Primary Markets ($1.05 up 18¢, 85/85¢, $2.0b) added 2.3%. Audio … Read more
All Ords 8074 down 36 pts or 0.4%A4N to the rescue again.Portfolio performancesThe Superfund portfolio gained 2.1% as follows:An 8.9% rise in Alpha (A4N, $1.04 up 8.5¢, $971m or $989m diluted, daily, hrly) added 2.9%. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Besra Gold (BEZ, 11.5¢, $48m or $64m diluted, daily, hrly) … Read more
All Ords 8110 up 29 pts or 0.4%A few interesting announvements.Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.3m diluted, daily, hrly) added 0.5%. A 4.5% rise in Besra Gold (BEZ, 11.5¢ up 0.5¢, $48m or $64m diluted, daily, hrly) added 0.3%. A … Read more
All Ords 8081 up 36 pts or 0.4%A quiet day with A4N falling back somewhat.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 9.2% rise in Animoca on Primary Markets (95¢ up 7¢, 90/95¢, $1.8b) added 1.1%. A 6.2% rise in Red Metal (RDM, 17¢ up 1¢, $51m or $61m diluted, daily, hrly) added 0.1%. Andromeda … Read more
All Ords 8045 up 19 pts or 0.2%A4N was the star today.Portfolio performancesThe Superfund portfolio gained 3.1% as follows:A 10.1% rise in Alpha (A4N, 98¢ up 9¢, $915m or $932m diluted, wkly, daily, hrly) added 3.1%. A 4.5% rise in Besra Gold (BEZ, 11.5¢ up 0.5¢, $48m or $54m diluted, daily, hrly) added 0.3%. Animoca … Read more
All Ords 8026 down 47 pts or 0.6%More commentary on AKP and RDM today.Portfolio performancesThe Superfund portfolio fell 1.8%, taking the gain for the week to nil and leaving the return for the financial YTD at minus 36.0%. Movements today were as follows:A 16.4% rise in Blue Star Helium (BNL, 0.7¢ up 0.1¢, $13.6m or … Read more
All Ords 8073 up 39 pts or 0.5%I comment today on RDM’s Sybella rare earths project and the Maronan base metals project owned by ASX-listed and 54%-owned subsidiary Maronan Metals (MMA).Portfolio performancesThe Superfund portfolio lost 0.9% as follows:A 10.0% rise in Besra Gold (BEZ, 11¢ up 1¢, $46m or $51m diluted, daily, hrly) added 0.5%. … Read more
All Ords 8034 down 112 pts or 1.4%Today I comment on the AKP financials and the VMM joint venture deal with IXR.Portfolio performancesThe Superfund portfolio gained 1.4% as follows:A 13.6% rise in Besra Gold (BEZ, 10¢ up 1.2¢, $42m or $47m diluted, daily, hrly) added 0.7%. A 14.1% rise in Blue Star Helium (BNL, 0.8¢ … Read more
All Ords 8146 down 8 pts or 0.1%Didn’t have time to do the report justice today due the time being spent on PET.Portfolio performancesThe Superfund portfolio gained 1.4% as follows:A 5.7% rise in Alpha (A4N, 93¢ up 5¢, $868m or $884m diluted, daily, hrly) added 1.7%. Animoca on Primary Markets (96¢, 85/100¢, $1.8b) last traded … Read more
All Ords 8154 up 80 pts or 1.0%I completed this report on Good Friday as I ran out of time on Thursday. It contains comments on A4N, BEZ and BNL, and also on the rare earths sector.Portfolio performancesThe Superfund portfolio fell 0.9%, taking the loss for the week to 2.8% and the return for the … Read more
All Ords 8074 up 37 pts or 0.5%Coming to grips with BEZPortfolio transactionsThis afternoon the Superfund sold out of the ARR position at 23¢, making a significant loss on the 41.5¢ paid on 19 Feb, and with the proceeds bought REM at 16.5¢ thus adding to the small parcel bought at 18¢ on 15 March. … Read more
All Ords 8037 down 35 pts or 0.4%BEZ share price weakness is a concern.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 32.8% rise in Blue Star Helium (BNL, 0.8¢ up 0.2¢, $15m or $16m diluted, daily, hrly) added 1.1%. A 3.0% rise in Alpha (A4N, 86¢ up 2.5¢, $803m or $818m diluted, daily, hrly) added … Read more
All Ords 8072 up 45 pts or 0.6%Worked on REE hopefuls today, mainly ARR and RDM.Portfolio performancesThe Superfund portfolio lost 2.3% as follows:Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 0.6¢, $11.7m or $12.2m diluted, daily, hrly) closed unchanged. Red Metal (RDM, 16¢, $48m or $57m diluted, daily, hrly) … Read more
All Ords 8026 down 18 pts or 0.2%Work on ARR was the main focus for me today (PET aside). Plus I reworked the EOS numbers. And as is becoming a habit for Fridays, I completed and published this report on Saturday morning. Was able to do a much better job than the hurried very tired … Read more
All Ords 8045 up 90 pts or 1.1%BNL seems amazingly cheap.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 1.8% rise in Alpha (A4N, 86.5¢ up 1.5¢, $808m or $818m diluted, daily, hrly) added 0.5%. A 9.0% rise in Andromeda (ADN, 2.4¢ up 0.2¢, $75m, daily, hrly) added 0.5%. Animoca on Primary Markets (99¢, 85/96¢, $1.9b) … Read more
All Ords 7955 down 3 pts onlySome action in PEK at last?Portfolio performancesThe Superfund portfolio gained 0.6% as follows:A 1.8% rise in Alpha (A4N, 85¢ up 1.5¢, $794m or $804m diluted, daily, hrly) added 0.5%. A 3.7% rise in Besra Gold (BEZ, 14¢ up 0.5¢, $59m or $65m diluted, daily, hrly) added 0.3%. A 3.5% … Read more
All Ords 7958 up 33 pts or 0.4%Had little time for anything other than PET today, unfortunately.Portfolio performancesThe Superfund portfolio lost 2.1% as follows:Animoca on Primary Markets (99¢, 85/99¢, $1.9b) last traded 18 Mar. Andromeda (ADN, 2.3¢, $72m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $196m diluted, daily, hrly) remains suspended. Besra … Read more
All Ords 7925 up 1 pt onlyDid some more work on RDM and also some on ARR following their announcements today.Portfolio performancesThe Superfund portfolio lost 2.1% as follows:A 4.2 rise in Animoca on Primary Markets (99¢, 88/100¢, $1.9b) added 0.5%. Audio Pixels (AKP, $6.20, $181m or $196m diluted, daily, hrly) remains suspended. Red Metal (RDM, … Read more
All Ords 7926 down 48 pts or 0.6%Good to see A4N recover.PET did not take up much of my time today so I was able to spend some hours on RDM, which was great. So RDM is the main focus of today’s report.But I had to complete and publish this report on Saturday morning because … Read more
All Ords 7974 down 16 pts or 0.2%A better day. And I managed to find time to do a bit of work on BEZ and RDM.Portfolio performancesThe Superfund portfolio gained 2.7% as follows:A 10.2% rise in Alpha (A4N, 86.5¢ up 8¢, $808m or $818m diluted, daily, hrly) added 2.7%. A 3.7% rise in Besra Gold … Read more
All Ords 7990 up 17 pts or 0.2%Portfolios fluffing around.Focus on nickel and NIC. And why is VMM so sick?Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $16m or $16m diluted, daily, hrly) added 0.5%. A 3.6% rise in Andromeda (ADN, 2.9¢ up 0.1¢, $90m, … Read more
All Ords 7973 up 9 pts or 0.1%A poor performance today, especially by BNL.Portfolio performancesThe Superfund portfolio lost 2.6% as follows:A 3.6% rise in Besra Gold (BEZ, 14.5¢ up 0.5¢, $61m or $68m diluted, daily, hrly) added 0.3%. Animoca on Primary Markets (90¢, 85/100¢, $1.7b) last traded yesterday. Andromeda (ADN, 2.8¢, $87m, daily, hrly) closed … Read more
All Ords 7964 down 144 pts or 1.8%Another quiet day.Portfolio performancesThe Superfund portfolio lost 2.9% as follows:Audio Pixels (AKP, $6.20, $181m or $196m diluted, daily, hrly) remained suspended. American Rare Earths (ARR, 28.5¢, $141m or $157m diluted, daily, hrly) closed unchanged. Blue Star Helium (BNL, 1.0¢, $19m or $20m diluted, daily, hrly) remained unchanged. A … Read more
All Ords 8108 up 81 pts or 1.0%A quick report today.Portfolio performancesThe Superfund portfolio rose 2.1%, taking the gain for the week to 1.5% and the return for the financial YTD to minus 31.5%. Movements today were as follows:An 11.1% rise in Animoca on Primary Markets ($1.00 up 10¢, $0.85/0.90, $1.9b) added 1.3%. An 11.1% … Read more
All Ords 8027 up 36 pts or 0.5%It’s gone quiet with AKP suspended.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 1.8% rise in Alpha (A4N, 83.5¢ up 1.5¢, $780m or $790m diluted, daily, hrly) added 0.5%. A 4.8% rise in Meteoric Resources (MEI, 22¢ up 1¢, $438m or $473m diluted, daily, hrly) made little difference. … Read more
All Ords 7990 up 2 pts onlyI spent the day in Sydney and travelling to and fro, so had little time to complete the report today.Portfolio performancesThe Superfund portfolio lost 1.2% as follows:An 8.8% rise in American Rare Earths (ARR, 31¢ up 2.5¢, $153m or $171m diluted, daily, hrly) added 0.2%. Animoca on Primary Markets … Read more
All Ords 7988 down 8 pts or 0.1%A very quiet day.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 6.9% rise in Besra Gold (BEZ, 15.5¢ up 1¢, $65m or $72m diluted, daily, hrly) added 0.5%. Animoca on Primary Markets (90¢, 88/95¢, $1.7b) last traded 28 Feb. Andromeda (ADN, 3.1¢, $96m, daily, hrly) closed unchanged. Audio … Read more
All Ords 7997 down 11 pts or 0.1%Suddenly everything is green. Can it last?Portfolio performancesThe Superfund portfolio gained 2.0% as follows:A 10.7% rise in Andromeda (ADN, 3.1¢ up 0.3¢, $96m, daily, hrly) added 0.7%. An 8.3% rise in Blue Star Helium (BNL, 1.3¢ up 0.1¢, $25m or $26m diluted, daily, hrly) added 0.5%. A 1.8% … Read more