All Ords 7387 up 117 pts or 1.6%AKP tops up its cash position with another unsecured convertible note issue.Portfolio performancesThe Superfund portfolio lost 2.4% as follows:A 2.5% rise in Meteoric Resources (MEI, 20.5¢ up 0.5¢, $399m or $439m diluted, daily, hrly) made little difference. Andromeda (ADN, 2.0¢, $62m, daily, hrly) closed unchanged. Besra Gold (BEZ, … Read more
All Ords 7287 up 6 pts or 0.1%Still waiting on AKP.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 0.5% rise in Audio Pixels (AKP, $9.25 up 5¢, $270m, daily, hrly) added 0.2%. A 5.0% rise in Andromeda (ADN, 2.1¢ up 0.1¢, $65m, daily, hrly) added 0.2%. A 3.9% rise in Viridis Mining (VMM, 92.5¢ up … 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 7223 down 7 pts or 0.1%Another downer; this time it was A4N that did the most damage despite a positive announcement. And lots of announcements to cover.Portfolio transactionsThis afternoon the Superfund added a little to its A4N position at 75.5¢ thus reducing its cash position by 1.4%. I believe the shares are great … Read more
All Ords 7366 up 2 pts onlyStronger close to the week.Portfolio transactionsI completed three transactions for the Superfund:The purchase order in PEK was filled at 42c with the stock now accounting for 2.5% of the portfolio. The number of PEK shares held is about 30% of the position held earlier this month before I sold … Read more
All Ords 7569 up 25 pts or 0.3%PET trading halt had my attention today.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 23.8% rise in Animoca on Primary Markets ($0.99 up 19¢, $0.80/0.99, $1.8b) added 1.7%. A 1.8% rse in Alpha (A4N, $1.12 up 2¢, $m, daily, hrly) added 0.2%. Andromeda (ADN, 2.7¢, $m, daily, hrly) … Read more
All Ords 7320 down 81 pts or 1.1%Still buying AKP.Portfolio transactionsThis morning the Trust used the proceeds from sale of PET to purchase more AKP at just under $15.50.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 12.3% rise in Alpha (A4N, $1.145 up 12.5¢, $982m, daily, hrly) added 0.7%. An 11.9% rise in Besra Gold … Read more
All Ords 7038 down 53 pts or 0.7%Superfund portfolioBreakout transactionsYesterday I had placed an order to sell the entire Boss Energy holding (BOE, 112 up 1¢, $201m, daily, hourly) at 10.5¢, which was above the market on the day, and promptly forgot about it. First thing this morning the stock shot up to a high … Read more
All Ords 7028 up 105 pts or 1.5%Superfund portfolioBreakout transactionsNone today.PerformanceThe portfolio rose 0.7% as follows:A 5.6% rise in Audio Pixels (AKP, $25.07 up $1.32, $719m, daily, hourly) added 0.7%.A 5.2% rise in Alpha (A4N, daily, hourly) added 0.3%.A 0.7% fall in SciDev (SDV, daily, hourly) took 0.2%.A 2.0% fall in First Graphene (FGR, 25¢ … Read more
All Ords 6851 down 92 pts or 1.3%Some of you have expressed the wish to receive an email when something is posted on the website. 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” … Read more