All Ords 7757 down 110 pts or 1.4%Good performances by uneasy neighbours MEI and VMM.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 20.2% rise in Viridis Mining (VMM, $1.605 up 27¢, $72m or $113m diluted, daily, hrly) added 0.5%. A 4.3% rise in Blue Star Helium (BNL, 2.4¢ up 0.1¢, $47m or $50m diluted, daily, … Read more
All Ords 7867 up 38 pts or 0.5%Another very quiet day.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 4.5% rise in Blue Star Helium (BNL, 2.3¢ up 0.1¢, $45m or $48m diluted, daily, hrly) added 0.4%. A 4.0% rise in Andromeda (ADN, 2.6¢ up 0.1¢, $81m, daily, hrly) added 0.2%. A 0.4% rise in Audio … 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 7270 down 66 pts or 0.9%Another quiet day for the portfolios but a bloodbath in the lithiums.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 4.2% rise in Audio Pixels (AKP, $9.50 up 38¢, $278m, daily, hrly) added 1.7%. A 14.7% rise in Animoca on Primary Markets (80¢, 66/80¢, $1.5b) added 1.0%. Blue Star … 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 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 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 7215 down 29 pts or 0.4%BNL fell as expected post-issue and that was the main influence on the portfolios.Portfolio performancesThe Superfund portfolio lost 1.5% as follows:A 0.5% rise in Audio Pixels (AKP, $9.05 up 5¢, $264m, daily, hrly) added 0.2%. A 0.8% rise in Alpha (A4N, 67¢ up 0.5¢, $589m, daily, hrly) added … Read more
All Ords 7244 down 44 pts or 0.6%Friday 13th was meant to be unlucky and so it proved.Portfolio transactionsThis afternoon the Superfund sold most of its remaining MEI at 20.5¢, making a small profit on the 15.5¢ paid in April, and with the sale boosting the cash position by 4.3%. It was a most reluctant … Read more
All Ords 7281 up 50 pts or 0.7%That’s better!Portfolio performancesThe Superfund portfolio gained 2.7% as follows:A 22.2% rise in Besra Gold (BEZ, 16.5¢ up 3¢, $58m or $71m diluted, daily, hrly) added 1.3%. A 1.7% rise in Audio Pixels (AKP, $9.00 up 15¢, $269m, daily, hrly) added 0.8%. A 2.1% rise in Alpha (A4N, 71.5¢ … 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 7428 down 55 pts or 0.7%The continued fall in A4N is the main feature of the Superfund right now, while AKP is deceptively calm. And the next month of exploration will be critically important for both JBY and VMM.Portfolio performancesThe Superfund portfolio lost 1.9% as follows:A 4.5% rise in Meteoric Resources (MEI, 23¢ … Read more
All Ords 7358 down 17 pts or 0.2%MEI looks great, VMM looks greater albeit higher risk.Portfolio performancesThe Superfund portfolio rose 0.1%, taking the gain for the week to 0.8% and the return for the financial YTD to minus 11.7%. Movements today were as follows:A 8.6% rise in Viridis Mining (VMM, 95¢ up 7.5¢, $30m, daily, … Read more
All Ords 7375 down 87pts or 1.2%Go VMM! Catching up to MEI.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 24.1% rise in Viridis Mining (VMM, 87.5¢ up 17¢, $27m, daily, hrly, 10min) added 1.5%. A 0.4% rise in Alpha (A4N, $1.17 up 0.5¢, $1.03b, daily, hrly) added 0.1%. Animoca on Primary Markets ($0.80, $0.68/0.79, $1.5b) … Read more
All Ords 7520 up 27 pts or 0.4%AKP was the highlight today.Portfolio performancesThe Superfund portfolio gained 5.8% as follows:A 12.8% rise in Audio Pixels (AKP, $12.39 up $1.41, $362m, wkly, daily, hrly) added 5.6%. A 2.2% rise in Meteoric Resources (MEI, 23¢ up 0.5¢, $446m, daily, hrly) added 0.1%. A 2.4% rise in Besra Gold … Read more
All Ords 7622 up 6 pts or 0.1%Analysed six quarterly reports on this the last day of the season.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 2.4% rise in Meteoric Resources (MEI, 21.5¢ up 0.5¢, $417m, daily, hrly) added 0.2%. Animoca on Primary Markets ($0.80, $0.73/0.90, $1.5b) last traded 28 Jul. Andromeda (ADN, 3.2¢, $100m, … Read more
All Ords 7479 up 36 pts or 0.5%More info on helium.Portfolio performancesThe Superfund portfolio lost 1.6% as follows:A 4.3% rise in Meteoric Resources (MEI, 24¢ up 1¢, $456m, daily, hrly) added 0.4%. A 5.2% rise in Andromeda (ADN, 4.0¢ up 0.2¢, $124m, daily, hrly) added 0.3%. A 0.2% fall in Audio Pixels (AKP, $11.99 down … Read more
All Ords 7402 up 12 pts or 0.2%A strong finish to the year. And have a look at BNL.Portfolio performancesThe Superfund portfolio rose 5.0%, taking the loss for the week to 0.8% and the return for the full financial year to minus 38.1%. Movements today were as follows:A 10.2% rise in Audio Pixels (AKP, $12.90 … Read more
All Ords 7222 up 24 pts or 0.3%Some interesting moves today.Portfolio performancesThe Superfund portfolio rose 1.5%, taking the loss for the week to 2.6% and the return for the financial YTD to minus 39.3%. Movements today were as follows:A 12.5% rise in Phoslock (PET, 3.6¢ up 0.4¢, $22m, daily, hrly) added 1.2%. An 11.2% fall … Read more
All Ords 7235 up 87 pts or 1.2%The portfolios were marginally ahead thanks largely to a rise in A4N. I bought into recent breakout RGL and did more work on PET. And found a few more breakouts.Portfolio transactionsThe Superfund deployed more cash today by buying a small holding in RGL at 3.9c, but I had … Read more
All Ords 7649 down 32 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.9%, taking the loss for the week to 2.5% and the return for the financial YTD to 4.6%. Movements today were as follows:A 2.2% fall in SciDev (SDV, 88.5¢ down 2¢, $141m, daily, hourly) took 0.7%.A 5.3% fall in Animoca on … Read more