All Ords 7974 down 16 pts or 0.2%A better day. And I managed to find time to do a bit of work on BEZ and RDM.Portfolio performancesThe Superfund portfolio gained 2.7% as follows:A 10.2% rise in Alpha (A4N, 86.5¢ up 8¢, $808m or $818m diluted, daily, hrly) added 2.7%. A 3.7% rise in Besra Gold … Read more
All Ords 7997 down 11 pts or 0.1%Suddenly everything is green. Can it last?Portfolio performancesThe Superfund portfolio gained 2.0% as follows:A 10.7% rise in Andromeda (ADN, 3.1¢ up 0.3¢, $96m, daily, hrly) added 0.7%. An 8.3% rise in Blue Star Helium (BNL, 1.3¢ up 0.1¢, $25m or $26m diluted, daily, hrly) added 0.5%. A 1.8% … 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 7447 down 3 pts onlyEOS and its AGM was the highlight for me todayPortfolio performancesThe Superfund portfolio lost 0.3% as follows:A 0.6% rise in Audio Pixels (AKP, $9.05 up 5¢, $263m, daily, hrly) added 0.1%. A 0.9% rise in Peak Rare Earths (PEK, 56.5¢ up 0.5¢, $134m, daily, hrly) added 0.1%. Animoca on … Read more
All Ords 75021 up 19 pts or 0.3%This report was finished on Sunday. Sorry about that but I was travelling on Friday and there were so many announcements to cover. So the report is a little larger than normal.Portfolio performancesThe Superfund portfolio fell 0.9%, taking the loss for the week to 3.0% and the return … Read more
All Ords 7504 up 92 pts or 1.2%Good performances by A4N and PEK were offset entirely by poor performances by PET and SDV.I comment below on announcements by AKP and PEK and highight some breakouts.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 6.2% rise in Alpha (A4N, 93.5¢ up 5.5¢, $802m, daily, hrly) added 1.3%. … Read more
All Ords 7412 down 22 pts or 0.3%Today saw a portfolio trade and some interesting price movements. Now hanging my hat on PEK. The kiss of death?Portfolio transactionsI made one of my rare trades this morning with the Superfund selling out of CXL to almost double up on PEK. The CXL was sold at just … Read more
All Ords 7710 up 22 pts or 0.3%Rather than falling back as I had feared, last night the S&P 500 broke its bear market downtrend line. And Nasdaq looks as if it is about to do so too. So is this the end of the bear market? Quite possibly. Actually, if the weakness really is … Read more
All Ords 7439 up 50 pts or 0.7%Another quiet day.Portfolio performancesThe Superfund portfolio rose very marginally as follows:A 2.6% rise in Animoca on Primary Markets ($1.95 up 5¢, $1.75/1.95, $3.5b) added 0.4%. A 2.1% fall in Alpha (A4N, 69.5¢ down 1.5¢, $596m, daily, hrly) took 0.3%. A 2.8% fall in Phoslock (PET, 3.4¢ down 0.1¢, … Read more
All Ords 7327 down 18 pts or 0.2%Am very pleased to have attended the CXL AGM today.Portfolio performancesThe Superfund portfolio lost 0.8% as follows:A 4.1% fall in Alpha (A4N, 59¢ down 2.5¢, $506m, daily, hrly) took 0.6%. A 4.4% fall in Phoslock (PET, 4.3¢ down 0.2¢, $27m, daily, hrly) took 0.6%. A 6.1% rise in … Read more
All Ords 7024 up 44 pts or 0.6%Some of you have expressed the wish to receive articles posted on the website via email. You can now choose this option by scrolling to the bottom of any post, adding a comment, clicking on the box for “Notify me of any new posts by email” then clicking … Read more