All Ords 7576 down 47 pts or 0.6%AKP the star.Portfolio performancesThe Superfund portfolio gained 4.0% as follows:A 7.5% rise in Audio Pixels (AKP, $8.75 up 61¢, $256m or $276m diluted, daily, hrly) added 2.9%. A 5.0% rise in Animoca on Primary Markets ($1.05, $1.00/1.10, $1.9b) added 0.5%. A 1.6% rise in Alpha (A4N, 94¢ up … Read more
All Ords 7623 down 25 pts or 0.3%Made good progress on modelling Voyager helium project owned by BNL.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A 0.5% rise in Audio Pixels (AKP, $8.14 up 4¢, $238m or $257m diluted, daily, hrly) added 0.2%. A 2.8% rise in Viridis Mining (VMM, $1.45 up 4¢, $65m or $111m … Read more
All Ords 7647 down 83 pts or 1.1%A very quiet day except for ADN.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 18.1% rise in Andromeda (ADN, 2.6¢ up 0.4¢, $81m, daily, hrly) added 0.8%. Animoca on Primary Markets ($1.00, $1.00/1.09, $1.8b) last traded 15 Jan. Besra Gold (BEZ, 13¢, $54m or $61m diluted, daily, hrly) … Read more
All Ords 7730 pts evenMore thoughts on BEZ.Portfolio performancesThe Superfund portfolio gained 1.2% as follows:A 2.5% rise in Audio Pixels (AKP, $8.20 up 20¢, $240m or $259m diluted, daily, hrly) added 1.0%. A 5.3% rise in Animoca on Primary Markets ($1.00, $1.00/1.09, $1.8b) added 0.5%. A 4.0% rise in Blue Star Helium (BNL, 26¢ up … Read more
All Ords 7731 down 6 pts or 0.1%I have completed my BEZ model and in this report I run through a few valuation scenarios. Have to add, it looks great in the long-term.Portfolio performancesThe Superfund portfolio fell 0.8%, taking the loss for the week to 1.6% and the return for the financial YTD to minus … Read more
All Ords 7737 up 34 pts or 0.4%Calm before the storm?Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 12.0% rise in Besra Gold (BEZ, 14¢ up 1.5¢, $59m or $65m diluted, daily, hrly) added 0.6%. A 1.5% rise in Alpha (A4N, 99.5¢ up 1.5¢, $929m or $941m diluted, daily, hrly) added 0.4%. A 4.5% rise … Read more
All Ords 7703 down 47 pts or 0.6%Still working on BEZ.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 3.2% rise in Alpha (A4N, 98¢ up 3¢, $915m or $927m diluted, daily, hrly) added 0.8%. A 1.0% rise in Audio Pixels (AKP, $8.25 up 8¢, $241m or $260m diluted, daily, hrly) added 0.4%. Animoca on Primary … Read more
All Ords 7750 up 73 pts or 0.9%Another quiet day, during which I continued to iron out the wrinkles in my BEZ spreadsheet.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 1.1% rise in Alpha (A4N, 95¢ up 1¢, $887m or $898m diluted, daily, hrly) added 0.3%. A 2.2% rise in Viridis Mining (VMM, $1.82 up … Read more
All Ords 7677 down 42 pts or 0.5%Spent much of the day on the BEZ spreadsheet.Portfolio performancesThe Superfund portfolio lost 1.2% as follows:A 4.1% rise in Blue Star Helium (BNL, 2.5¢ up 0.1¢, $49m or $51m diluted, daily, hrly) took 0.4%. Animoca on Primary Markets (95¢, 68/94¢, $1.7b) last traded 19 Dec. Andromeda (ADN, 2.4¢, … Read more
All Ords 7718 down 12 pts or 0.2%I took advantage of a quiet day to make good progress with the BEZ spreadsheet.Portfolio performancesThe Superfund portfolio rose 0.3%, taking the loss for the week to 0.5% and the return for the financial YTD to minus 15.3%. Movements today were as follows:A 9.0% rise in Blue Star … Read more
All Ords 7731 down 27 pts or 0.3%I wish I hadn’t sold down the position in VMM earlier this week but I had to sell something.Portfolio performancesThe Superfund portfolio rose 0.2% as follows:A 2.5% rise in Alpha (A4N, $1.01 up 2.5¢, $943m or $955m diluted, daily, hrly) added 0.7%. A 14.0% rise in Viridis Mining … Read more
All Ords 7757 down 110 pts or 1.4%Good performances by uneasy neighbours MEI and VMM.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 20.2% rise in Viridis Mining (VMM, $1.605 up 27¢, $72m or $113m diluted, daily, hrly) added 0.5%. A 4.3% rise in Blue Star Helium (BNL, 2.4¢ up 0.1¢, $47m or $50m diluted, daily, … Read more
All Ords 7867 up 38 pts or 0.5%Another very quiet day.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 4.5% rise in Blue Star Helium (BNL, 2.3¢ up 0.1¢, $45m or $48m diluted, daily, hrly) added 0.4%. A 4.0% rise in Andromeda (ADN, 2.6¢ up 0.1¢, $81m, daily, hrly) added 0.2%. A 0.4% rise in Audio … Read more
All Ords 7830 down 23 pts or 0.3%A quiet end of calendar year.Portfolio performancesThe Superfund portfolio fell 0.3%, taking the gain for the week to 4.1% and the return for the financial YTD to minus 14.8%. Movements today were as follows:A 4.1% rise in Andromeda (ADN, 2.5¢ up 0.1¢, $78m, daily, hrly) added 0.2%. Animoca … Read more
All Ords 7852 up 55 pts or 0.7%Further strength.Portfolio transactionsThis morning to fund personal expenses I sold about a third of the remaining VMM at $1.465 for a profit of some 38¢. I had to sell something and it was a difficult choice but I noticed that VMM had rallied to draw near to a … Read more
All Ords7797 up 67 pts or 0.9%Mostly green for once.Portfolio performancesThe Superfund portfolio gained 1.6% as follows:A 3.2% rise in Audio Pixels (AKP, $8.10 up 25¢, $237m or $256m diluted, daily, hrly) added 1.2%. A 2.5% rise in Alpha (A4N, $1.025 up 2.5¢, $957m or $969m diluted, daily, hrly) added 0.7%. A 4.5% rise in … Read more
All Ords 7730 up 2 pts onlyMerry Christmas everyone!Today’s portfolio performance was a nice present for me leading into the Christmas break. I will be back on Wednesday even if only with a brief note.Portfolio performancesThe Superfund portfolio rose 2.6%, taking the gain for the week to 2.3% and the return for the financial YTD … Read more
All Ords 7728 down 36 pts or 0.5%We are already in the Christmas Season info vacuum.Portfolio performancesThe Superfund portfolio lost 1.6% as follows:A 3.8% rise in Besra Gold (BEZ, 13.5¢ up 0.5¢, $56m or $62m diluted, daily, hrly) added 0.2%. Animoca on Primary Markets (95¢, 61/95¢, $1.7b) last traded 19 Dec. Blue Star Helium (BNL, … Read more
All Ords 7764 up 48 pts or 0.6%Relief rally in AKP.Portfolio performancesThe Superfund portfolio gained 2.6% as follows:A 5.6% rise in Audio Pixels (AKP, $7.92 up 42¢, $231m or $250m diluted, daily, hrly) added 2.1%. A 5.0% rise in Blue Star Helium (BNL, 2.1¢ up 0.1¢, $41m or $44m diluted, daily, hrly) added 0.4%. A … Read more
All Ords 7716 up 66 pts or 0.1%A4N the star.Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 5.3% rise in Alpha (A4N, 99.5¢ up 5¢, $929m or $941m diluted, daily, hrly) added 1.4%. A 2.2% rise in Animoca on Primary Markets (95¢ up 2¢, $1.7b) added 0.2%. A 3.8% rise in Besra Gold (BEZ, 13.5¢ … Read more
All Ords 7650 down 10 pts or 0.2%AKP tips over.Portfolio performancesThe Superfund portfolio lost 1.6% as follows:A 16.3% rise in Animoca on Primary Markets (93¢, 95/96¢, $1.7b) added 1.4%. A 2.2% rise in Alpha (A4N, 94.5¢ up 2¢, $882m or $894m diluted, daily, hrly) added 0.6%. Blue Star Helium (BNL, 2.1¢, $41m or $44m diluted, … Read more
All Ords 7662 up 63 pts or 0.8%Have we seen the bottom for the resources sector?Portfolio performancesThe Superfund portfolio fell 0.1%, taking the loss for the week to 0.4% and the return for the financial YTD to minus 20.1%. Movements today were as follows:An 8.0% rise in Besra Gold (BEZ, 13.5¢ up 1¢, $56m or … Read more
All Ords 7599 up 130 pts or 1.7%Another quiet day.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 6.3% rise in Alpha (A4N, 92.5¢ up 5.5¢, $864m or $875m diluted, daily, hrly) added 1.5%. A 1.9% rise in Viridis Mining (VMM, $1.31 up 2.5¢, $59m or $92m diluted, daily, hrly) added 0.1%. A 4.9% rise in … Read more
All Ords 7469 up 23 pts or 0.3%I have very little to say today because there is very little happening.Portfolio performancesThe Superfund portfolio gained 1.5% as follows:A 4.8% rise in Audio Pixels (AKP, $8.49 up 39¢, $248m or $269m diluted, daily, hrly) added 2.0%. Animoca on Primary Markets (80¢, 77/80¢, $1.5b) last traded 12 Nov. … Read more
All Ords 7446 up 36 pts or 0.5%AKP again dominated, on the downside.Portfolio performancesThe Superfund portfolio lost 2.1% as follows:A 5.0% rise in Blue Star Helium (BNL, 2.1¢ up 0.1¢, $41m or $44m diluted, daily, hrly) added 0.4%. A 4.7% rise in Andromeda (ADN, 2.2¢ up 0.1¢, $68m, daily, hrly) added 0.2%. Animoca on Primary … Read more
All Ords 7410 up 5 pts or 0.1%Nothing much happening.Portfolio performancesThe Superfund portfolio lost 0.5% as follows:A 3.9% rise in Animoca on Primary Markets (80¢, 80/80¢, $1.5b) added 0.3%. A 3.6% rise in Besra Gold (BEZ, 14.5¢ up 0.5¢, $61m or $67m diluted, daily, hrly) added 0.2%. A 0.3% rise in Audio Pixels (AKP, $8.55 … Read more
All Ords 7406 up 21 pts or 0.3%Not a good day, nor a good week, with AKP the main culprit. Otherwise nothing much to report.Portfolio performancesThe Superfund portfolio fell 1.7%, taking the loss for the week to 7.3% and the return for the financial YTD to 19.8%. Movements today were as follows:A 7.3% rise in … Read more
All Ords 7385 down 2 pts onlyThe high AKP weighting in the portfolios is sometimes good and sometimes horrid. Today it was the latter.Read the commentary on PET, you might find it interesting.Portfolio performancesThe Superfund portfolio lost 2.8% as follows:A 4.7% rise in Blue Star Helium (BNL, 2.2¢ up 0.1¢, $43m or $46m diluted, daily, … Read more
All Ords 7387 up 117 pts or 1.6%AKP tops up its cash position with another unsecured convertible note issue.Portfolio performancesThe Superfund portfolio lost 2.4% as follows:A 2.5% rise in Meteoric Resources (MEI, 20.5¢ up 0.5¢, $399m or $439m diluted, daily, hrly) made little difference. Andromeda (ADN, 2.0¢, $62m, daily, hrly) closed unchanged. Besra Gold (BEZ, … Read more
All Ords 7270 down 66 pts or 0.9%Another quiet day for the portfolios but a bloodbath in the lithiums.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 4.2% rise in Audio Pixels (AKP, $9.50 up 38¢, $278m, daily, hrly) added 1.7%. A 14.7% rise in Animoca on Primary Markets (80¢, 66/80¢, $1.5b) added 1.0%. Blue Star … Read more