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 7490 up 84 pts or 1.1%PET disappointed today, and can the ADN rally continue?Portfolio performancesThe Superfund portfolio rose marginally as follows:A 5.5% fall in Phoslock (PET, 3.4¢ down 0.2¢, $21m, daily, hrly) took 0.6%. A 6.0% rise in Andromeda (ADN, 5.3¢ up 0.3¢, $165m, daily, hrly) added 0.5%. A 2.4% fall in Alpha … Read more
All Ords 7279 up 19 pts or 0.3%The feature of the day was a big recovery in Animoca to $2.80 although I should add it may not be sustained because the closing offer was only $2.55; Animoca being thinly traded, that circumstance is not uncommon. And on the research front I hope to publish a … Read more
All Ords 7704 up 33 pts or 0.4%Portfolio transactionsVirtual portfolioI took a day off from the portfolio today, only removing the LCL shares that I mentioned last night, at 16¢. The shares closed today at 16.5¢ so yesterday’s decision doesn’t look great at this point.Other portfoliosThe Superfund was allotted 73% of the ADN shares it … Read more
All Ords 7183 up 33 pts or 0.5%Portfolio transactionsI bought into Titomic (TTT, 66¢ up 1¢) today at 69¢ for the breakouts component of the Superfund portfolio, after it broke out of its recent trading range. TTT is a large-scale additive manufacturer, like A3D, but with some differences. Refer below for further details.Superfund portfolio performanceThe … Read more