All Ords 8457 up 13 pts or 0.2%A4N offers substantial long term promise.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 0.9% rise in Alpha (A4N, $1.10 up 1¢, $1.2b, wkly, daily, hrly) added 0.4%. A 12.3% rise in Andromeda (ADN, 0.9¢ up 0.1¢, $33m, daily, hrly) added 0.3%. Animoca on Primary Markets (60¢, 47/60¢, $1.2b) … Read more
All Ords 7887 down 27 pts or 0.3%I comment on A4N following today’s announcement.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 7.4% rise in Red Metal (RDM, 14.5¢ up 1¢, $43m or $52m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (50¢, 36/69¢, $962m) traded but closed unchanged. Audio Pixels (AKP, $6.20, $181m or … Read more
All Ords 8340 up 144 pts or 1.8%Quarterlies were lodged today by A4N, ADN, AKP, BEZ, BNL and RDM. I tackled them in alphabetical order and covered A4N, ADN, AKP and BEZ but ran out of time to look at BNL and RDM. Will do them later in the week.Portfolio performancesThe Superfund portfolio lost 0.4% … Read more
All Ords 8166 down 43 pts or 0.5%Little to report today.Portfolio performancesThe Superfund portfolio gained % s follows:A 7.7% rise in Animoca on Primary Markets (70¢ up 5¢, 59/70¢, $1.3b) added 0.8%. A 9.5% rise in Andromeda (ADN, 2.3¢ up 0.2¢, $72m, daily, hrly) added 0.6%. Audio Pixels (AKP, $6.20, $181m or $196m diluted) has … 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 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 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 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 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 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 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 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 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
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 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 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 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 7917 down 5 pts or 0.1%ADN the unexpected star.Portfolio performancesThe Superfund portfolio broke even as follows:A 27.1% rise in Andromeda (ADN, 2.8¢ up 0.6¢, $87m, wkly, daily, hrly) added 1.5%. A 1.8% rise in Alpha (A4N, 87¢ up 1.5¢, $812m or $823m diluted, daily, hrly) added 0.5%. An 8.3% rise in American Rare … Read more
All Ords 7785 up 37 pts or 0.5%Now in the quarterly reporting season. Am not sure whether any of the reports for the portfolio stocks will be that exciting with anything material already reported. The one exception could be AKP but if history is any guide ……Portfolio performancesThe Superfund portfolio broke even, taking the loss … Read more
All Ords 7693 up 41 pts or 0.7%A sea of red for the portfolios today.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:Blue Star Helium (BNL, 2.4¢, $47m or $49m diluted, daily, hrly) closed unchanged. An 11.1% fall in Meteoric Resources (MEI, 20¢ down 2.5¢, $398m or $430m diluted, daily, hrly) took 0.1%. A 0.5% fall … 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 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 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 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 7266 up 21 pts orA4N has probably bottomed.Portfolio performancesThe Superfund portfolio gained 1.4% as follows:A 8.2% rise in Animoca on Primary Markets (75¢ up 10¢, 56/74¢, $1.4b) added 1.1%. A 1.4% rise in Audio Pixels (AKP, $9.13 up 13¢, $267m, daily, hrly) added 0.7%. A 9.0% rise in Viridis Mining (VMM, $1.03 up … Read more