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 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 7837 down 100 pts or 1.3%A quiet day albeit I had to complete this on Saturday because of my obligations to PET.Of the portfolio stocks only BNL has lodged its quarterly; the other five are yet to report. The key one will AKP. The other companies issue regular updates in line with their … 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 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 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 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 7899 up 34 pts or 0.4%Drowning in a sea of red ink from my poorly timed purchases of ARR and RDMPortfolio performancesThe Superfund portfolio fell 2.5%, taking the loss for the week to 3.8% and the return for the financial YTD to minus 31.8%. Movements today were as follows:A 3.2% rise in Besra … Read more
All Ords 7906 up 54 pts or 0.7%Some encouragement for the portfolios today.This report was published on Saturday morning. I ran out of time on Friday because I am spending most of my hours on Phoslock these days. But today I had more time (at the expense of my gym session though!) so was able … Read more
All Ords 7739 up 22 pts or 0.3%Superfund portfolio performanceThe portfolio gained 0.6% as follows:A 1.6% rise in Audio Pixels (AKP, $22.24 up 34¢, $638m, daily, hrly) added 0.2%.A 0.9% rise in SciDev (SDV, 57¢ up 0.5¢, $107m, daily, hrly) added 0.2%.A 0.8% rise in Animoca ($4.00 up 3¢, $6.1b) added 0.1%.A 0.8% rise in … Read more