All Ords 6968 up 7 pts or 0.1%Huge number of quarterlies to go through, all commented on in this report.Portfolio performancesThe Superfund portfolio gained 0.7% as follows:A 33.9% rise in Animoca on Primary Markets (75, 75/80¢, $1.4b) added 2.1%. A 0.1% rise in Audio Pixels (AKP, $8.76 up 1¢, $256m, daily, hrly) added 0.1%. A … Read more
All Ords 7266 up 21 pts orA4N has probably bottomed.Portfolio performancesThe Superfund portfolio gained 1.4% as follows:A 8.2% rise in Animoca on Primary Markets (75¢ up 10¢, 56/74¢, $1.4b) added 1.1%. A 1.4% rise in Audio Pixels (AKP, $9.13 up 13¢, $267m, daily, hrly) added 0.7%. A 9.0% rise in Viridis Mining (VMM, $1.03 up … 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 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 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 7383 up 37 pts or 0.5%Some great performances, especially by JBY again, were spoilt by a fall in AKP, again.Portfolio performancesFor many of the holdings the mkt cap based on listed shares, easily found from various sources, is not as relevant as the mkt cap if one includes all securities in existence except … Read more
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