All Ords 7270 down 66 pts or 0.9%Another quiet day for the portfolios but a bloodbath in the lithiums.Portfolio performancesThe Superfund portfolio gained 1.0% as follows:A 4.2% rise in Audio Pixels (AKP, $9.50 up 38¢, $278m, daily, hrly) added 1.7%. A 14.7% rise in Animoca on Primary Markets (80¢, 66/80¢, $1.5b) added 1.0%. Blue Star … Read more
All Ords 7298 up 52 pts or 0.7%Another quiet day but I managed to buy more A4N.Portfolio transactionsThis afternoon the Superfund purchased more A4N at 88¢, adding 13% to its position to take the portfolio weighting from 20% to 23%. After this and a pension payment, there is now little cash remaining from sale of … Read more
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
All Ords 7520 down 16 pts or 0.2%VMM again the star.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 20.0% rise in Viridis (VMM, 72¢ up 12¢, $22m or $47m diluted, daily, hrly, 10min) added 1.1%. An 11.1% rise in Meteoric Resources (MEI, 25¢ up 2.5¢, $485m, daily, hrly) added 0.5%. Animoca (on Primary Markets $0.80, … Read more
All Ords 7524 up 23 pts or 0.3%Big falls in PEK, MEI and SDV meant the Superfund portfolio got slaughtered.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:A 12.8% fall in Peak Rare Earths (PEK, 54.5¢ down 8¢, $114m, daily, hrly) took 2.1%. A 6.2% fall in SciDev (SDV, 30¢ down 2¢, $57m, daily, hrly) took … Read more