All Ords 7336 up 51 pts or 0.7%Another quiet dayPortfolio performancesThe Superfund portfolio lost 1.5% as follows:A 1.0% rise in Alpha (A4N, 94¢ up 4¢, $878m or $889m diluted, daily, hrly) added 1.0%. A 10.0% rise in Besra Gold (BEZ, 16.5¢ up 1.5¢, $69m or $76m diluted, daily, hrly) added 0.6%. Animoca on Primary Markets … Read more
All Ords 7285 down 13 pts or 0.2%It’s become a habit to finish these reports the following morning. I get too tired late at night. Old age! Anyway, today’s report has a bit of meat in it, on A4N and EOS in particular.Portfolio performancesThe Superfund portfolio rose 2.4%, taking the loss for the week to … Read more
All Ords 7298 up 52 pts or 0.7%Another quiet day but I managed to buy more A4N.Portfolio transactionsThis afternoon the Superfund purchased more A4N at 88¢, adding 13% to its position to take the portfolio weighting from 20% to 23%. After this and a pension payment, there is now little cash remaining from sale of … Read more
All Ords 7246 up 23 pts or 0.3%AKP rules.Portfolio performancesThe Superfund portfolio lost 1.0% as follows:A 10.3% rise in Besra Gold (BEZ, 16¢ up 1.5¢, $67m or $71m diluted, daily, hrly) added 0.6%. A 4.7% rise in Blue Star Helium (BNL, 2.2¢ up 0.1¢, $43m or $46m diluted, daily, hrly) added 0.4%. A 0.3% rise … Read more
All Ords 7223 up 30 pts or 0.4%A4N the highlight.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 6.6% rise in Alpha (A4N, 89¢ up 5.5¢, $831m or $842m diluted, daily, hrly) added 1.3%. 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 … Read more
All Ords 7193 down 51 pts or 0.7%May see some of you at the A4N AGM tomorrow.Portfolio performancesThe Superfund portfolio lost 2.3% as follows:A 6.7% rise in Besra Gold (BEZ, 16¢ up 1¢, $67m or $71m diluted, daily, hrly) added 0.4%. Andromeda (ADN, 2.1¢, $65m, daily, hrly) closed unchanged. Blue Star Helium (BNL, 2.0¢, $39m … Read more
All Ords 7244 up 10 pts or 0.1%AKP has provided further evidence of having bottomed. A rally to above Monday’s high of $11.27 would confirm it.Portfolio performancesThe Superfund portfolio rose 4.1%, taking the loss for the week to 2.0% and the return for the financial YTD to minus 12.6%. Movements today were as follows:A 12.1% … Read more
All Ords 7234 down 44 pts or 0.6%A quieter day.Portfolio performancesThe Superfund portfolio gained 1.1% as follows:A 3.4% rise in Audio Pixels (AKP, $9.32 up 31¢, $272m, daily, hrly) added 1.4%. A 1.2% rise in Alpha (A4N, 83.5¢ up 1¢, $780m or $790m diluted, daily, hrly) added 0.2%. A 3.0% rise in Besra Gold (BEZ, … Read more
All Ords 7278 down 12 pts or 0.2%I guess I was a little premature with my comments earlier this week that I was somewhat vindicated on AKP. But I remain confident that it will happen at some point.Portfolio performancesThe Superfund portfolio lost 4.9% as follows:A 10.0% rise in Blue Star Helium (BNL, 2.2¢ up 0.2¢, … Read more
All Ords 7289 up 21 pts or 0.3%At what point does a healthy pullback become unhealthy?Portfolio performancesThe Superfund portfolio lost 2.3% as follows:A 3.0% rise in Besra Gold (BEZ, 17¢ up 0.5¢, $71m or $75m diluted, daily, hrly) added 0.2%. A 4.3% rise in Andromeda (ADN, 2.4¢ up 0.1¢, $75m, daily, hrly) added 0.2%. Animoca … Read more
All Ords 7268 up 7 pts or 0.1%A huge move in VMM was offset by a relatively modest pullback in AKP and falls in a few others.Portfolio transactionsThis morning the Superfund took some profits on VMM. It sold about 40% of the holding at $2.00, making a nice profit on the 65¢ paid in August. … Read more
All Ords 7261 down 9 pts or 0.1%It was the best day for many months thanks to AKP. I had been under a lot of pressure on AKP from various directions and now feel vindicated. Somewhat. Full vindication would be achieved on prices above $100.Portfolio performancesThe Superfund portfolio rose 9.2%, taking the gain for the … Read more
All Ords 7270 down 47 pts or 0.6%I comment at length on ADN today.Portfolio performancesThe Superfund portfolio gained 6.1% as follows:A 12.2% rise in Audio Pixels (AKP, $9.20 up $1.00, $269m, daily, hrly) added 5.0%. A 10.7% rise in Besra Gold (BEZ, 15.5¢ up 1.5¢, $65m or $69m diluted, daily, hrly) added 0.7%. A 2.3% … Read more
All Ords 7317 up 110 pts or 1.5%Big rise in the market after that bull pivot last night in US equities. Meanwhile my portfolios are flat as they await further developments.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 3.7% rise in Besra Gold (BEZ, 14¢ up 0.5¢, $59m or $62m diluted, daily, hrly) added 0.2%. … Read more
All Ords 7207 up 62 pts or 0.9%Waiting and waiting for action on my picks. Each of them has good potential but the waiting …….?Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A 17.4% rise in Besra Gold (BEZ, 13.5¢ up 2¢, $56m or $60m diluted, daily, hrly) added 0.9%. A 2.1% rise in Meteoric Resources … Read more
All Ords 7145 down 32 pts or 0.4%Another quiet day.Portfolio transactionsToday I bought back at $1.325 the shares in VMM that I sold on Friday at $1.50. I could well be wrong but I think there is some support near the current price.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 10.0% rise in Blue Star … Read more
All Ords 7177 down 39 pts or 0.5%A good move by VMM prompted me to take some profits.I also make some detailed comments on the prepayment facility provided to BEZ by Quantum.Portfolio transactionsThis afternoon the Superfund sold half the VMM position at a little over $1.50, making a good profit on the 65¢ paid in … Read more
All Ords 7215 up 17 pts or 0.2%A few things happening.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 10.5% rise in Blue Star Helium (BNL, 2.1¢ up 0.2¢, $40m or $45m diluted, daily, hrly) added 0.8%. An 8.7% rise in Andromeda (ADN, 2.5¢ up 0.2¢, $78m, daily, hrly) added 0.4%. Animoca on Primary Markets (80¢, … Read more
All Ords 7198 up 22 pts or 0.2%Another day when most things went well, BNL excluded.Portfolio performancesThe Superfund portfolio gained 2.5% as follows:A 6.2% rise in Alpha (A4N, 94¢ up 5.5¢, $806m or $897m diluted, daily, hrly) added 1.3%. A 2.5% rise in Audio Pixels (AKP, $8.88 up 22¢, $259m, daily, hrly) added 1.1%. A … Read more
All Ords 7177 down 16 pts or 0.2%A quiet day apart from adding more A4N. Just counting down the days to AKP breakthrough.Portfolio purchasesThis afternoon when the proceeds for sale of MCT and JBY came through the Superfund added 15% to its shareholding in A4N at just under 90¢. It now accounts for 22% of … Read more
All Ords 7192 up 17 pts or 0.2%For once things went well, with the stocks I wanted to fall falling, and the stocks I wanted to rise rising, mostly.Portfolio transactionsThis morning I sold the balance of the MCT at 0.2¢, which as I said is the same price as I paid. The cost was the … Read more
All Ords 7175 up 80 pts or 1.1%I don’t have enough A4N. Aaaaah!Portfolio transactionsI am selling out of MCT at 0.2¢, the same price as I paid, in order to realise some funds. So far I have sold about half the holding. I also sold out of JBY today at 30.5¢, making a small profit … Read more
All Ords 7095 up 70 pts or 1.0%The future for A4N tooks brilliant with its artificial Sapphire business fully funded post placement, and inaugural guidance on project EBITDA has reduced investor risk.Portfolio performanceThe Superfund portfolio gained 2.3% as follows:A 3.8% rise in Audio Pixels (AKP, $8.82 up 32¢, $258m, daily, hrly) added 1.6%. A 9.0% … Read more
All Ords 7024.6 up 57 pts or 0.8%A much quieter day after all those quarterlies. I mainly comment on A4N following its announcement on govt funding for the sapphire business.Portfolio performancesThe Superfund portfolio lost 0.6% as follows:A 5.0% rise in Blue Star Helium (BNL, 2.1¢ up 0.1¢, $40m or $45m diluted, daily, hrly) added 0.4%. … Read more
All Ords 6968 up 7 pts or 0.1%Huge number of quarterlies to go through, all commented on in this report.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 33.9% rise in Animoca on Primary Markets (75, 75/80¢, $1.4b) added 2.1%. A 0.1% rise in Audio Pixels (AKP, $8.76 up 1¢, $256m, daily, hrly) added 0.1%. A … Read more
All Ords 6960 down 54 pts or 0.8%Qrterlies coming thick and fast. A4N, EOS, JBY, MTC and VMM reported today, with ADN, AKP, BEZ and MEI hopefully to report tomorrow. For me, it goes without saying that the most important will be AKP.Portfolio performancesThe Superfund portfolio lost 4.0% as follows:A 4.7% rise in Andromeda (ADN, … Read more
All Ords 7014 up 13 pts or 0.2%VMM is living up to its Latin meaning – youthful, green, fresh and livelyPortfolio performancesThe Superfund portfolio fell 0.7%, taking the gain for the week to 4.7% and the return for the financial YTD to minus 21.4%. Movements today were as follows:An 18.9% rise in Viridis Mining (VMM, … Read more
All Ords 7001 down 45 pts or 0.6%VMM did well under the circumstancesPortfolio performancesThe Superfund portfolio gained 3.0% as follows:A 5.6% rise in Audio Pixels (AKP, $9.50 up 50¢, $278m, daily, hrly) added 2.5%. An 18.5% rise in Besra Gold (BEZ, 16¢ up 2.5¢, $67m or $71m diluted, daily, hrly) added 1.1%. A 5.0% rise … Read more
All Ords 7046 up 1pt onlyA good day for the portfolios for once. Sea of green.Portfolio performancesThe Superfund portfolio gained 7.5% as follows:A 4.7% rise in Audio Pixels (AKP, $9.00 up 40¢, $263m, daily, hrly) added 2.1%. A 25.0% rise in Animoca on Primary Markets (70¢ up 14¢, 55/74¢, $1.3b) added 1.6%. A 35.0% rise … Read more
All Ords 7046 up 16 pts or 0.2%A quieter day ahead of the busy quarterly reporting season.Portfolio performancesThe Superfund portfolio lost 0.6% as follows:A 9.6% rise in Alpha (A4N, 74.5¢ up 6.5¢, $655m, daily, hrly) added 1.5%. A 7.0% rise in Meteoric Resources (MEI, 23¢ up 1.5¢, $446m or $488m diluted, daily, hrly) added 0.1%. … Read more