Graeme Newing
All Ords 8081 up 36 pts or 0.4% A quiet day with A4N falling back somewhat. Portfolio performancesThe Superfund portfolio lost 0.1% as follows: A 9.2% rise in Animoca on Primary Markets (95¢ up 7¢, 90/95¢, $1.8b) added 1.1%. A 6.2% rise in Red Metal (RDM, 17¢ up 1¢, $51m or $61m diluted, daily, hrly)
All Ords 8045 up 19 pts or 0.2% A4N was the star today. Portfolio performancesThe Superfund portfolio gained 3.1% as follows: A 10.1% rise in Alpha (A4N, 98¢ up 9¢, $915m or $932m diluted, wkly, daily, hrly) added 3.1%. A 4.5% rise in Besra Gold (BEZ, 11.5¢ up 0.5¢, $48m or $54m diluted, daily, hrly)
Newcastle, Saturday 6 April Price movements noted in this article are weekly not daily It’s gold/silver/copper, and possibly oil, and potentially bitcoin if it can break through again. Government bondsThe yield of the 30-yr T-Bond (4.53% up 0.18%, wkly, daily) has risen further to a new high for the year and it remains in its
All Ords 8026 down 47 pts or 0.6% More commentary on AKP and RDM today. Portfolio performancesThe Superfund portfolio fell 1.8%, taking the gain for the week to nil and leaving the return for the financial YTD at minus 36.0%. Movements today were as follows: A 16.4% rise in Blue Star Helium (BNL, 0.7¢ up
All Ords 8073 up 39 pts or 0.5% I comment today on RDM’s Sybella rare earths project and the Maronan base metals project owned by ASX-listed and 54%-owned subsidiary Maronan Metals (MMA). Portfolio performancesThe Superfund portfolio lost 0.9% as follows: A 10.0% rise in Besra Gold (BEZ, 11¢ up 1¢, $46m or $51m diluted, daily,
All Ords 8034 down 112 pts or 1.4% Today I comment on the AKP financials and the VMM joint venture deal with IXR. Portfolio performancesThe Superfund portfolio gained 1.4% as follows: A 13.6% rise in Besra Gold (BEZ, 10¢ up 1.2¢, $42m or $47m diluted, daily, hrly) added 0.7%. A 14.1% rise in Blue Star
All Ords 8146 down 8 pts or 0.1% Didn’t have time to do the report justice today due the time being spent on PET. Portfolio performancesThe Superfund portfolio gained 1.4% as follows: A 5.7% rise in Alpha (A4N, 93¢ up 5¢, $868m or $884m diluted, daily, hrly) added 1.7%. Animoca on Primary Markets (96¢, 85/100¢,
Newcastle, Saturday 30 March Price movements noted in this article are weekly not daily The commentary covers only four days this week as markets were closed on Good Friday. Nothing dramatic to report. Government bondsThe yield of the 30-yr T-Bond (4.40% down 0.04%, mthly, wkly, daily) remains in its short term uptrend of 3 months
All Ords 8154 up 80 pts or 1.0% I completed this report on Good Friday as I ran out of time on Thursday. It contains comments on A4N, BEZ and BNL, and also on the rare earths sector. Portfolio performancesThe Superfund portfolio fell 0.9%, taking the loss for the week to 2.8% and the return
All Ords 8074 up 37 pts or 0.5% Coming to grips with BEZ Portfolio transactionsThis afternoon the Superfund sold out of the ARR position at 23¢, making a significant loss on the 41.5¢ paid on 19 Feb, and with the proceeds bought REM at 16.5¢ thus adding to the small parcel bought at 18¢ on
All Ords 8037 down 35 pts or 0.4% BEZ share price weakness is a concern. Portfolio performancesThe Superfund portfolio gained 0.3% as follows: A 32.8% rise in Blue Star Helium (BNL, 0.8¢ up 0.2¢, $15m or $16m diluted, daily, hrly) added 1.1%. A 3.0% rise in Alpha (A4N, 86¢ up 2.5¢, $803m or $818m diluted,
All Ords 8072 up 45 pts or 0.6% Worked on REE hopefuls today, mainly ARR and RDM. Portfolio performancesThe Superfund portfolio lost 2.3% as follows: Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 0.6¢, $11.7m or $12.2m diluted, daily, hrly) closed unchanged. Red Metal (RDM, 16¢, $48m or $57m
Newcastle, Saturday 23 March Price movements noted in this article are weekly not daily BTC is pulling back and oil could do likewise. Copper still looks good and iron ore still does not. Meanwhile, has NdPr bottomed? Too early to tell, of course, but it picked up a little on Friday. Government bondsThe yield of
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
All Ords 8045 up 90 pts or 1.1% BNL seems amazingly cheap. Portfolio performancesThe Superfund portfolio lost 0.1% as follows: A 1.8% rise in Alpha (A4N, 86.5¢ up 1.5¢, $808m or $818m diluted, daily, hrly) added 0.5%. A 9.0% rise in Andromeda (ADN, 2.4¢ up 0.2¢, $75m, daily, hrly) added 0.5%. Animoca on Primary Markets
All Ords 7955 down 3 pts only Some action in PEK at last? Portfolio performancesThe Superfund portfolio gained 0.6% as follows: A 1.8% rise in Alpha (A4N, 85¢ up 1.5¢, $794m or $804m diluted, daily, hrly) added 0.5%. A 3.7% rise in Besra Gold (BEZ, 14¢ up 0.5¢, $59m or $65m diluted, daily, hrly) added
All Ords 7958 up 33 pts or 0.4% Had little time for anything other than PET today, unfortunately. Portfolio performancesThe Superfund portfolio lost 2.1% as follows: Animoca on Primary Markets (99¢, 85/99¢, $1.9b) last traded 18 Mar. Andromeda (ADN, 2.3¢, $72m, daily, hrly) closed unchanged. Audio Pixels (AKP, $6.20, $181m or $196m diluted, daily, hrly)
All Ords 7925 up 1 pt only Did some more work on RDM and also some on ARR following their announcements today. Portfolio performancesThe Superfund portfolio lost 2.1% as follows: A 4.2 rise in Animoca on Primary Markets (99¢, 88/100¢, $1.9b) added 0.5%. Audio Pixels (AKP, $6.20, $181m or $196m diluted, daily, hrly) remains suspended.
Newcastle, Saturday 16 March Price movements noted in this article are weekly not daily Bitcoin has confirmed its breakout to new record highs. And copper may be commencing a new bull trend. Government bondsYou might have noticed I no longer talk about bond prices because I believe that bond yields i.e. the interest rate that
All Ords 7926 down 48 pts or 0.6% Good to see A4N recover.PET did not take up much of my time today so I was able to spend some hours on RDM, which was great. So RDM is the main focus of today’s report.But I had to complete and publish this report on Saturday morning
All Ords 7974 down 16 pts or 0.2% A better day. And I managed to find time to do a bit of work on BEZ and RDM. Portfolio performancesThe Superfund portfolio gained 2.7% as follows: A 10.2% rise in Alpha (A4N, 86.5¢ up 8¢, $808m or $818m diluted, daily, hrly) added 2.7%. A 3.7% rise
All Ords 7990 up 17 pts or 0.2% Portfolios fluffing around.Focus on nickel and NIC. And why is VMM so sick? Portfolio performancesThe Superfund portfolio gained 0.3% as follows: A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $16m or $16m diluted, daily, hrly) added 0.5%. A 3.6% rise in Andromeda (ADN, 2.9¢
All Ords 7973 up 9 pts or 0.1% A poor performance today, especially by BNL. Portfolio performancesThe Superfund portfolio lost 2.6% as follows: A 3.6% rise in Besra Gold (BEZ, 14.5¢ up 0.5¢, $61m or $68m diluted, daily, hrly) added 0.3%. Animoca on Primary Markets (90¢, 85/100¢, $1.7b) last traded yesterday. Andromeda (ADN, 2.8¢, $87m,
All Ords 7964 down 144 pts or 1.8% Another quiet day. Portfolio performancesThe Superfund portfolio lost 2.9% as follows: Audio Pixels (AKP, $6.20, $181m or $196m diluted, daily, hrly) remained suspended. American Rare Earths (ARR, 28.5¢, $141m or $157m diluted, daily, hrly) closed unchanged. Blue Star Helium (BNL, 1.0¢, $19m or $20m diluted, daily, hrly)
Newcastle, Saturday 9 March Price movements noted in this article are weekly not daily Gold and bitcoin remain strong against fiat currencies and I believe that will continue in the long term.There is not much joy in mining and petroleum commodities just yet.I continue with my view that banks should be bought and resource stocks
All Ords 8108 up 81 pts or 1.0% A quick report today. Portfolio performancesThe Superfund portfolio rose 2.1%, taking the gain for the week to 1.5% and the return for the financial YTD to minus 31.5%. Movements today were as follows: An 11.1% rise in Animoca on Primary Markets ($1.00 up 10¢, $0.85/0.90, $1.9b) added
All Ords 8027 up 36 pts or 0.5% It’s gone quiet with AKP suspended. Portfolio performancesThe Superfund portfolio lost 0.7% as follows: A 1.8% rise in Alpha (A4N, 83.5¢ up 1.5¢, $780m or $790m diluted, daily, hrly) added 0.5%. A 4.8% rise in Meteoric Resources (MEI, 22¢ up 1¢, $438m or $473m diluted, daily, hrly)
All Ords 7990 up 2 pts only I spent the day in Sydney and travelling to and fro, so had little time to complete the report today. Portfolio performancesThe Superfund portfolio lost 1.2% as follows: An 8.8% rise in American Rare Earths (ARR, 31¢ up 2.5¢, $153m or $171m diluted, daily, hrly) added 0.2%. Animoca
All Ords 7988 down 8 pts or 0.1% A very quiet day. Portfolio performancesThe Superfund portfolio lost 0.7% as follows: A 6.9% rise in Besra Gold (BEZ, 15.5¢ up 1¢, $65m or $72m diluted, daily, hrly) added 0.5%. Animoca on Primary Markets (90¢, 88/95¢, $1.7b) last traded 28 Feb. Andromeda (ADN, 3.1¢, $96m, daily, hrly)
All Ords 7997 down 11 pts or 0.1% Suddenly everything is green. Can it last? Portfolio performancesThe Superfund portfolio gained 2.0% as follows: A 10.7% rise in Andromeda (ADN, 3.1¢ up 0.3¢, $96m, daily, hrly) added 0.7%. An 8.3% rise in Blue Star Helium (BNL, 1.3¢ up 0.1¢, $25m or $26m diluted, daily, hrly) added
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