Tue 27 Aug 2024

All Ords 8297 down 14 pts or 0.2%Nothing much happening.Portfolio performancesThe Superfund portfolio gained 1.6% as follows:A 3.7% rise in Alpha (A4N, 84.5¢ up 3¢, $959m or $973m diluted, daily, hrly) added 1.2%. A 5.0% rise in Besra Gold (BEZ, 10.5¢ up 0.5¢, $44m, daily, hrly) added 0.3%. A 4.3% rise in Red Metal (RDM, … Read more

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Wed 17 Jul 2024

All Ords 8303 up 60 pts or 0.7%It was a zero wash with a big rise in ADN offset by an equally big fall in BEZ. I comment on both announcements below and trust that in due course ADN can rise further and that BEZ can recover.Portfolio performancesThe Superfund portfolio broke even as follows:A 29.2% … Read more

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Tue 16 Jul 2024

All Ords 8247 down 16 pts or 0.2%Nothing much happening.Portfolio performancesThe Superfund portfolio rose 1.0% as follows:A 2.5% rise in Alpha (A4N, 82¢ up 2¢, $930m, daily, hrly) added 0.5%. A 6.2% rise in Andromeda (ADN, 1.7¢ up 0.1¢, $53m, daily, hrly) took 0.3%. Animoca on Primary Markets (65¢, 61/68¢, $1.2b) last traded 12 July. … Read more

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Tue 21 May 2024

All Ords 8120 down 12 ptsI focus again on A4N.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:A 24.7% rise in Blue Star Helium (BNL, 1.0¢ up 0.2¢, $19.4m or $20.2m diluted, daily, hrly) added 1.1%. Animoca on Primary Markets (85¢, 76/85¢, $1.6b) last traded 15 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains … Read more

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Tue 30 Apr 2024

All Ords 7932 up 25 pts or 0.3%Dealt with 9 quarterlies plus the PET stuff so am now feeling my age.And as half expected, AKP is still not able to demonstrate its Gen II speaker chip.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or … Read more

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Wed 10 Apr 2024

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

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Fri 22 Mar 2024

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

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Wed 28 Feb 2024

All Ords 7917 down 5 pts or 0.1%ADN the unexpected star.Portfolio performancesThe Superfund portfolio broke even as follows:A 27.1% rise in Andromeda (ADN, 2.8¢ up 0.6¢, $87m, wkly, daily, hrly) added 1.5%. A 1.8% rise in Alpha (A4N, 87¢ up 1.5¢, $812m or $823m diluted, daily, hrly) added 0.5%. An 8.3% rise in American Rare … Read more

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Thu 8 Feb 2024

All Ords 7875 up 24 pts or 0.3%EOS was the star today.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:An 8.0% rise in Meteoric Resources (MEI, 19¢ up 1.5¢, $378m or $409m diluted, daily, hrly) made little difference. Animoca on Primary Markets (85¢, 75/85¢, $1.6b) last traded 7 Feb. Andromeda (ADN, 2.3¢, $72m, daily, hrly) closed … Read more

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Tue 30 Jan 2024

All Ords 7835 up 27 pts or 0.3%The weakness in AKP is not unexpected but the poor result from BBB #33 was devastating.Tomorrow should see quarterly reports from ADN, AKP, BEZ, MEI and VMM.Portfolio performancesThe Superfund portfolio lost 4.1% as follows:A 3.1% rise in Besra Gold (BEZ, 16.5¢ up 0.5¢, $69m or $77m diluted, daily, … Read more

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Thu 11 Jan 2024

All Ords 7737 up 34 pts or 0.4%Calm before the storm?Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 12.0% rise in Besra Gold (BEZ, 14¢ up 1.5¢, $59m or $65m diluted, daily, hrly) added 0.6%. A 1.5% rise in Alpha (A4N, 99.5¢ up 1.5¢, $929m or $941m diluted, daily, hrly) added 0.4%. A 4.5% rise … Read more

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Fri 22 Dec 2023

All Ords 7730 up 2 pts onlyMerry Christmas everyone!Today’s portfolio performance was a nice present for me leading into the Christmas break. I will be back on Wednesday even if only with a brief note.Portfolio performancesThe Superfund portfolio rose 2.6%, taking the gain for the week to 2.3% and the return for the financial YTD … Read more

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Mon 18 Dec 2023

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

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Mon 11 Dec 2023

All Ords 7410 up 5 pts or 0.1%Nothing much happening.Portfolio performancesThe Superfund portfolio lost 0.5% as follows:A 3.9% rise in Animoca on Primary Markets (80¢, 80/80¢, $1.5b) added 0.3%. A 3.6% rise in Besra Gold (BEZ, 14.5¢ up 0.5¢, $61m or $67m diluted, daily, hrly) added 0.2%. A 0.3% rise in Audio Pixels (AKP, $8.55 … Read more

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Mon 4 Dec 2023

All Ords 7336 up 51 pts or 0.7%Another quiet dayPortfolio performancesThe Superfund portfolio lost 1.5% as follows:A 1.0% rise in Alpha (A4N, 94¢ up 4¢, $878m or $889m diluted, daily, hrly) added 1.0%. A 10.0% rise in Besra Gold (BEZ, 16.5¢ up 1.5¢, $69m or $76m diluted, daily, hrly) added 0.6%. Animoca on Primary Markets … Read more

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Fri 1 Dec 2023

All Ords 7285 down 13 pts or 0.2%It’s become a habit to finish these reports the following morning. I get too tired late at night. Old age! Anyway, today’s report has a bit of meat in it, on A4N and EOS in particular.Portfolio performancesThe Superfund portfolio rose 2.4%, taking the loss for the week to … Read more

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Mon 27 Nov 2023

All Ords 7193 down 51 pts or 0.7%May see some of you at the A4N AGM tomorrow.Portfolio performancesThe Superfund portfolio lost 2.3% as follows:A 6.7% rise in Besra Gold (BEZ, 16¢ up 1¢, $67m or $71m diluted, daily, hrly) added 0.4%. Andromeda (ADN, 2.1¢, $65m, daily, hrly) closed unchanged. Blue Star Helium (BNL, 2.0¢, $39m … Read more

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Mon 13 Nov 2023

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

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Mon 30 Oct 2023

All Ords 6960 down 54 pts or 0.8%Qrterlies coming thick and fast. A4N, EOS, JBY, MTC and VMM reported today, with ADN, AKP, BEZ and MEI hopefully to report tomorrow. For me, it goes without saying that the most important will be AKP.Portfolio performancesThe Superfund portfolio lost 4.0% as follows:A 4.7% rise in Andromeda (ADN, … Read more

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Fri 13 Oct 2023

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

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Mon 9 Oct 2023

All Ords 7157 up 14 pts orFalls in both AKP and EOS made it an ordinary day for the portfolios.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:A 3.7% rise in Blue Star Helium (BNL, 2.8¢ up 0.1¢, $44m or $48m diluted, daily, hrly) added 0.2%. A 5.0% rise in Andromeda (ADN, 2.1¢ up 0.1¢, $65m, … Read more

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Wed 27 Sep 2023

All Ords 7230 down 8 pts or 0.1%I present an updated valuation of PEK in this report, and comment on announcements by BEZ and MEI, etc.The further fall in AKP was the main drag on the porfolios today although I am not much concerned because the volume traded is tiny and the price is certainly … Read more

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Fri 22 Sep 2023

All Ords 7270 pts up 3 pts onlyToday I comment on buying by EOS directors and on rare earth hopeful HAS.Portfolio performancesThe Superfund portfolio rose 1.9%, taking the loss for the week to 5.7% and the return for the financial YTD to minus 17.3%. Movements today were as follows:A 5.1% rise in Audio Pixels (AKP, … Read more

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Wed 13 Sep 2023

All Ords 7346 down 57 pts or 0.8%The portfolios took a hammering today led by AKP which over the last couple of days has given up all of Monday’s gains. EOS and particularly JBY were the only bright spots. I make a few comments on JBY in this report.Portfolio performancesThe Superfund portfolio lost 5.1% as … Read more

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Tue 5 Sep 2023

All Ords 7517 down 9 pts or 0.1%Death by a thousand cuts.Portfolio transactionsThis morning the Superfund sold out of BOE at $3.91, making a reasonable profit on the $3.50 paid a couple of weeks ago. I just felt that the shares could retrace a bit in the short term (although that wasn’t the case today). … Read more

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Mon 4 Sep 2023

All Ords 7526 up 36 ptsLooking forward to VMM’s drilling program.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 13.8% rise in Viridis Mining (VMM, 62¢ up 7.5¢, $19m, daily, hrly) added 0.7%. A 9.2% rise in Boss Energy (BOE, $3.92 up 33¢, $1.4b, daily, hrly) added 0.3% Animoca on Primary Markets ($0.80, $0.66/0.80, $1.5b) closed … Read more

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Thu 31 Aug 2023

All Ords 7518 up 11 pts or 0.1%Big rises in A4N unrelated to its report, and in MEI and VMM following the release of some remarkable assays at Caldeira, were partly offset by a relatively small fall in AKP post its update which revealed a further delay in receipt of the G2 chips.Portfolio performancesThe Superfund … Read more

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Mon 28 Aug 2023

All Ords 7366 up 33 pts or 0.5%I did not deal well with the ADN and EOS presentations, each being held at 1pm; I was switching from one to the other and in so doing probably missed the important parts of both. And to add insult to injury AKP fell heavily and smashed the portfolios … Read more

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Mon 31 Jul 2023

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

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Thu 27 Jul 2023

All Ords 7673 up 55 pts orThe highlight was a positive announcement by EOS.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 0.9% rise in Audio Pixels (AKP, $12.39 up 11¢, $362m, daily, hrly) added 0.4%. A 0.5% rise in Alpha (A4N, $1.10 up 0.5¢, $945m, daily, hrly) made little difference. Animoca on Primary Markets ($1.00, … Read more

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