All Ords 7662 up 63 pts or 0.8%Have we seen the bottom for the resources sector?Portfolio performancesThe Superfund portfolio fell 0.1%, taking the loss for the week to 0.4% and the return for the financial YTD to minus 20.1%. Movements today were as follows:An 8.0% rise in Besra Gold (BEZ, 13.5¢ up 1¢, $56m or … Read more
All Ords 7086 up 126 pts or 1.8%The portfolios did much better today, even with EOS falling by one third when it was reinstated on ASX, but it could just be a bear market rally. By the way the new EOS management appears to be a breath of fresh air. And lots of breakouts today.Portfolio … Read more
All Ords 7552 down 41 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.1% as follows:A 5.3% fall in Andromeda (ADN, 18¢ down 1¢, $389m, daily, hourly) took 0.3%.A 0.4% rise in Audio Pixels (AKP, $26.80 up 35¢, $769m, daily, hourly) added 0.2%.A 1.9% fall in Alpha (A4N, 52¢ down 1¢, $408m, daily, hourly) … Read more
All Ords 6983 up 29 pts or 0.4%Some of you have expressed the wish to receive articles posted on the website via email. 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” then clicking … Read more
All Ords 6881 down 74 pts or 1.1%Some of you expressed have the wish to receive articles posted on the website via email. 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” then clicking … Read more
All Ords 6924 down 76 pts or 1.1%Superfund portfolioPerformanceThe portfolio lost 2.3% as follows:A 5.9% fall in SciDev (SDV, 72¢ down 4.5¢, $110m, weekly, daily, hourly) slashed 2.1%.A 9.7% rise in Alpha (A4N, 34¢ up 3¢, $235m, daily, hourly) added 0.4%.A 3.2% fall in Audio Pixels (AKP, $24.00 down 80¢, $689m, daily, hourly) cut 0.4%.A … Read more
All Ords 6917 up 50 pts or 0.7%Portfolio stocksThe hourly chart has given me some faint hope that AKP has seen the bottom of the correction, but I would feel a lot better if it gets above $25. What we are all waiting for, of course, is an update on the speaker chip. The impatient … Read more
All Ords 6922 up 13 pts or 0.2%Portfolio stocksAndromedaADN came back on this morning after the release of drill results from the Wudinna gold project on the Eyre Peninsula. I am not sure why it took so long to release but my guess is that the ASX stuck their oar in. Anyway, there was only … Read more
All Ords 6865 up 18 pts or 0.3%This post was completed on Saturday morning, which is often the case for the end of the week when I am so tired late at night that I cannot continue, but of course on Saturday mornings I am refreshed and can do a much better job and expand … Read more
All Ords 6811 down 1 ptPortfolio stocksAndromedaIt seems to be almost a daily commentary on ADN in recent weeks. I am still working on the research report, at present trying to better understand the concrete and nanotech stuff. Much to my surprise there was no announcement on Monday 30 November on any of the remaining … Read more
All Ords 6812 up 70 pts or 1.0%Portfolio stocksAndromeda (ADN) and Minotaur (MEP)I spent some time today redoing my financial model of the Great White project (at least that part of it in the Poochera/Streaky Bay area) to take into account the various potential products for the four market areas so far identified: porcelain, coatings, … Read more
All Ords 6516 up 121 pts or 1.9%Sites that offer free research generally get paid by the companies they cover. I have opted to stay independent but I would like some compensation for my time and outlay. The system of voluntary contributions that I put in place some years ago has not been all that … Read more
All Ords 6168 down 94 pts or 1.5%Superfund portfolioThe portfolio lost 1.9% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 3.1% fall in SciDev shares (SDV, 71.7¢ down 2.3¢, $109m, daily, hourly) cut 1.1%.A 1.6% fall in Audio Pixels shares (AKP, $28.75 down 48¢, $825m, daily) lost 0.3%.A 6.2% fall in … Read more
All Ords 6263 up 16 pts or 0.3%Superfund portfolioThe portfolio gained 1.0% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.SciDev shares (SDV, 74¢ even, $113m, daily, hourly) closed unchanged.A 0.7% fall in Audio Pixels shares (AKP, $29.23 down 22¢, $839m, daily, hourly) took 0.1%.A 21.4% rise in Andromeda shares (ADN, 17¢ … Read more