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
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.
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)
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
All Ords 8007 up 48 pts or 0.6% AKP was suspended! And A4N fell. Otherwise it was a reasonable day. (A bit like saying someone cut my arm off, otherwise it was a reasonable day). Portfolio performancesThe Superfund portfolio fell 0.2%, taking the loss for the week to 1.1% and the return for the financial
All Ords 7960 up 42 pts or 0.5% An ordinary day. AKP hit a new low prior to its results, while BEZ cut its uptrend and I think Pangaea has resumed selling. Portfolio performancesThe Superfund portfolio broke even as follows: A 9.9% rise in Blue Star Helium (BNL, 1.1¢ up 0.1¢, $21m or $22m diluted,
All Ords 7917 down 5 pts or 0.1% ADN the unexpected star. Portfolio performancesThe Superfund portfolio broke even as follows: A 27.1% rise in Andromeda (ADN, 2.8¢ up 0.6¢, $87m, wkly, daily, hrly) added 1.5%. A 1.8% rise in Alpha (A4N, 87¢ up 1.5¢, $812m or $823m diluted, daily, hrly) added 0.5%. An 8.3% rise
All Ords 7922 up 14 pts or 0.2% A sea of red apart from Animoca which was buoyed by the sharp rally in cryptocurrencies. So disappointing. Portfolio performancesThe Superfund portfolio lost 1.9% as follows: An 11.8% rise in Animoca on Primary Markets (95¢ up 10¢, 90/100¢, $1.8b) added 1.3%. Meteoric Resources (MEI, ¢17.5, $348m or
All Ords 7908 up 9 pts or 0.1% Entering the profit reporting season. Not expecting much of note because all the portfolio stocks are pre revenue. Portfolio performancesThe Superfund portfolio gained 1.0% as follows: A 22.0% rise in Blue Star Helium (BNL, 1.1¢ up 0.2¢, $21m or $22m diluted, daily, hrly) added 1.0%. A 3.1%
All Ords 7899 up 34 pts or 0.4% Drowning in a sea of red ink from my poorly timed purchases of ARR and RDM Portfolio performancesThe Superfund portfolio fell 2.5%, taking the loss for the week to 3.8% and the return for the financial YTD to minus 31.8%. Movements today were as follows: A 3.2%
All Ords 7865 up 5 pts or 0.1% Again, no time to do justice to this report. Portfolio transactionsThis morning the Trust bought a few more RDM at 21¢, adding 14% to the holding. Unfortunately they closed unchanged on the day at 19.5¢, but that doesn’t faze me. Not much, anyway. Portfolio performancesThe Superfund portfolio
All Ords 7860 down 52 pts or 0.7% In hindsight my purchace of ARR was badly timed but I guess it would be good to have the opportunity to buy more at a cheaper price.Again ran out of time to do this report justice due to the time being spent on PET. Portfolio performancesThe Superfund
All Ords 7912 down 2 pts only Spending all day on PET left very little time for this, unfortunately. Luckily not much is happening for my portfolio stocks. Portfolio performancesThe Superfund portfolio rose 0.7% as follows: A 9.0% rise in Blue Star Helium (BNL, 1.2¢ up 0.1¢, $23m or $24m diluted, daily, hrly) added 0.5%.
All Ords 7913 up 8 pts or 0.1% Restructured the portfolios toward a couple of interesting REO plays. Portfolio transactionsThis morning: The Trust sold all its remaining EOS at $1.57 and used the proceeds to buy into RDM at 19.3¢. The Superfund sold all its remaining VMM at $1.21 and used the proceeds to buy
All Ords 7906 up 54 pts or 0.7% Some encouragement for the portfolios today.This report was published on Saturday morning. I ran out of time on Friday because I am spending most of my hours on Phoslock these days. But today I had more time (at the expense of my gym session though!) so was
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