All Ords 8423 up 43 pts or 0.5%Waiting for positive news on all stocks, as always.Portfolio performancesThe Superfund portfolio gained 0.1% follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. A 1.2% rise in Besra Gold (BEZ, 8.1¢ up 0.1¢, $34m, daily, hrly) added 0.1%. Alpha (A4N, $1.01, … Read more
All Ords 8422 down 17 pts or 0.2%Quarterlies galore.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 0.5% rise in Alpha (A4N, $1.025 up 0.5¢, $1.2b, daily, hrly) added 0.2%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last traded 7 Oct. Audio Pixels (AKP, $6.20, $181m or $207m diluted) was suspended on 1 March. Besra Gold … Read more
All Ords 8530 up 38 pts or 0.4%A quiet day. Didn’t bother with links to charts today, as I have run out of time.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 3.6% rise in Besra Gold (BEZ, 8.6¢ up 0.3¢, $36m) added 0.2%. Alpha (A4N, $1.10, $1.2b) closed unchanged. Animoca on Primary Markets (60¢, 48/59¢, … Read more
All Ords 8373 down 12 pts or 0.1%The two newbies at ADN gave a creditable presentation today. More below.Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 2.0% rise in Alpha (A4N, $1.045 up 2¢, $1.2b, daily, hrly) added 0.8%. A 3.7% rise in Besra Gold (BEZ, 8.5¢ up 0.3¢, $36m, daily, hrly) added 0.2%. A … Read more
All Ords 8195 down 22 pts or 0.3%Some good performances amongst the dross, and some interesting announcements to analyse.Portfolio performancesThe Superfund portfolio gained 1.8% as follows:A 4.4% rise in Alpha (A4N, 94¢ up 4¢, $1.07b or $1.08b diluted, daily, hrly) added 1.5%. A 17.4% rise in Red Metal (RDM, 13.5¢ up 2¢, $40m or $48m … Read more
All Ords 8234 up 26 pts or 0.3%ADN is raising $6.3m to fund operations through to the FID on the Great White kaolin project; I comment below.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A 4.8% rise in Besra Gold (BEZ, 11¢ up 0.5¢, $46m, daily, hrly) added 0.3%. A 4.0% rise in Red Metal (RDM, … 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 8303 up 60 pts or 0.7%It was a zero wash with a big rise in ADN offset by an equally big fall in BEZ. I comment on both announcements below and trust that in due course ADN can rise further and that BEZ can recover.Portfolio performancesThe Superfund portfolio broke even as follows:A 29.2% … Read more
All Ords 8014 up 11 pts or 0.1%A disheartening financial year has drawn to a close. Hopefully the upcoming new year will see some positives emerge.Portfolio performancesThe Superfund portfolio rose 0.5%, taking the loss for the week to 4.0% and the return for the financial year to minus 38.4%. Movements today were as follows:A 16.4% … Read more
All Ords 8012 up 2 pts onlyWaiting, waiting, waiting, that is my investment process. Waiting to be proved right, and vindicated.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:Alpha (A4N, 86.5¢, $875m or $996m diluted, daily, hrly) closed unchanged. Animoca on Primary Markets ($¢, $b) last traded 14 June. Andromeda (ADN, 1.7¢, $53m, daily, hrly) closed … 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 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 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 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 7652 up 77 pts or 1.0%A reasonable week for the portfolios, largely because of AKP.Portfolio performancesThe Superfund portfolio rose 0.6%, taking the gain for the week to 4.3% and the return for the financial YTD to minus 13.0%. Movements today were as follows:A 2.6% rise in Audio Pixels (AKP, $8.98 up 23¢, $262m … 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 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 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 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 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 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
All Ords 7082 down 59 pts or 0.8%Disappointing performance by A4N following today’s announcement.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 2.3% rise in Meteoric Resources (MEI, 22¢ up 0.5¢, $427m or $467m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (65¢, 56/75¢, $1.2b) closed unchanged. Andromeda (ADN, 2.0¢, $62m, daily, hrly) closed unchanged. … Read more
All Ords 7250 up 27 pts or 0.1%This report was finished and published on Saturday (today) because I ran out of time to finish it last night. It was a quiet day for announcements. I guess the highlight was the respite from the bear market in most of the stocks.Portfolio performancesThe Superfund portfolio rose 0.6%, … Read more
All Ords 7483 up 100 pts or 1.4%Today I focus on the ADN valuation, comment on ID8 and highlight a couple of interesting breakouts.Portfolio performancesThe Superfund portfolio rose 3.7%, taking the loss for the week to 0.6% and the return for the financial YTD to minus 12.3%. Movements today were as follows:A 10.6% rise in … Read more
All Ords 7403 up 15 pts or 0.2%Lots of interesting stuff happening. Portfolio transactionsThis morning I made some changes to the James Bay lithium component of my portfolio. I sold out of CY5 at 19.7¢, making a loss on the 22.5¢ paid last month, and with the proceeds bought into James Bay Minerals (JBY) at … Read more