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 7356 up 47 pts or 0.6%An interesting change coming at ADN, hopefully a good one.Portfolio performancesThe Superfund portfolio gained 1.8% as follows:A 2.2% rise in Audio Pixels (AKP, $9.50 up 20¢, $276m, daily, hrly) added 0.6%. A 2.4% rise in SciDev (SDV, 43.5¢ up 1¢, $276m, daily, hrly) added 0.5%. A 0.3% rise … 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