All Ords 7996 down 24 pts or 0.3% Some interesting announcements. And has BNL bottomed? Portfolio performancesThe Superfund portfolio lost 0.2% as follows: A 12.3% rise in Blue Star Helium (BNL, 0.9¢ up 0.1¢, $17.5m or $18.2m diluted, daily, hrly) added 0.5%. A 1.1% rise in Alpha (A4N, 96¢ up 1¢, $896m or $913m diluted,
All Ords 8023 up 29 pts or 0.4% Nothing much happening. Portfolio performancesThe Superfund portfolio fell 0.7%, taking the loss for the week to 3.2% and the return for the financial YTD to minus 35.0%. Movements today were as follows: A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted,
All Ords 8077 up 11 pts or 0.1% More research on A4N and ADN Portfolio performancesThe Superfund portfolio gained 0.2% as follows: A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted, daily, hrly) added 0.5%. A 3.2% rise in Red Metal (RDM, 16¢ up 0.5¢, $48m or $57m diluted,
All Ords 7952 up 55 pts or 0.7% I spent some time today reviewing and writing up ADN’s announcement on the Great White kaolin project. Portfolio performancesThe Superfund portfolio lost 0.8% as follows: A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted, daily, hrly) added 0.5%. A 3.4% rise
All Ords 7832 down 100 pts or 1.3% Nice not having to deal with all those quarterlies. Portfolio performanceThe Superfund portfolio lost 2.4% as follows: A 6.7% rise in Besra Gold (BEZ, 9.6¢ up 0.6¢, $40m or $45m diluted, daily, hrly) added 0.3%. Animoca on Primary Markets (90¢, 90/98¢, $1.7b) last traded 30 Apr. Audio
All Ords 7908 up 71 pts or 0.9% Just a couple of quarterlies today, so there will be more tomorrow including ADN, AKP, BEZ and RDM. Portfolio performancesThe Superfund portfolio lost 0.4% as follows: A 0.9% rise in Alpha (A4N, $1.10 up 1¢, $1.03b or $1.05b diluted, daily, hrly) added 0.3%. Animoca on Primary Markets
All Ords 7861 down 1 pt only A great day for A4N, with more to come. Portfolio performancesThe Superfund portfolio gained 3.4% as follows: A 6.9% rise in Alpha (A4N, $1.09 up 7¢, $1.02b or $1.04b diluted, wkly, daily, hrly, 5min) added 2.4%. A 5.6% rise in Animoca on Primary Markets (95¢, 80/93¢, $1.8b) added
All Ords 7862 down 147 pts or 1.8% Investment in stocks is mostly about waiting for one thing or another (especially investment in AKP!) . A4N is similar in that respect in that I’ve been waiting for months for the funding package for the Stage 2 plant. That announcement is now scheduled for later this
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 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 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 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 7785 up 37 pts or 0.5% Now in the quarterly reporting season. Am not sure whether any of the reports for the portfolio stocks will be that exciting with anything material already reported. The one exception could be AKP but if history is any guide …… Portfolio performancesThe Superfund portfolio broke even, taking
All Ords 7693 up 41 pts or 0.7% A sea of red for the portfolios today. Portfolio performancesThe Superfund portfolio lost 3.1% as follows: Blue Star Helium (BNL, 2.4¢, $47m or $49m diluted, daily, hrly) closed unchanged. An 11.1% fall in Meteoric Resources (MEI, 20¢ down 2.5¢, $398m or $430m diluted, daily, hrly) took 0.1%.
All Ords 7285 down 13 pts or 0.2% It’s become a habit to finish these reports the following morning. I get too tired late at night. Old age! Anyway, today’s report has a bit of meat in it, on A4N and EOS in particular. Portfolio performancesThe Superfund portfolio rose 2.4%, taking the loss for the
All Ords 7246 up 23 pts or 0.3% AKP rules. Portfolio performancesThe Superfund portfolio lost 1.0% as follows: A 10.3% rise in Besra Gold (BEZ, 16¢ up 1.5¢, $67m or $71m diluted, daily, hrly) added 0.6%. A 4.7% rise in Blue Star Helium (BNL, 2.2¢ up 0.1¢, $43m or $46m diluted, daily, hrly) added 0.4%.
All Ords 7223 up 30 pts or 0.4% A4N the highlight. Portfolio performancesThe Superfund portfolio gained 0.3% as follows: A 6.6% rise in Alpha (A4N, 89¢ up 5.5¢, $831m or $842m diluted, daily, hrly) added 1.3%. A 5.0% rise in Blue Star Helium (BNL, 2.1¢ up 0.1¢, $41m or $44m diluted, daily, hrly) added 0.4%.
All Ords 7193 down 51 pts or 0.7% May see some of you at the A4N AGM tomorrow. Portfolio performancesThe Superfund portfolio lost 2.3% as follows: A 6.7% rise in Besra Gold (BEZ, 16¢ up 1¢, $67m or $71m diluted, daily, hrly) added 0.4%. Andromeda (ADN, 2.1¢, $65m, daily, hrly) closed unchanged. Blue Star Helium
All Ords 7095 up 70 pts or 1.0% The future for A4N tooks brilliant with its artificial Sapphire business fully funded post placement, and inaugural guidance on project EBITDA has reduced investor risk. Portfolio performanceThe Superfund portfolio gained 2.3% as follows: A 3.8% rise in Audio Pixels (AKP, $8.82 up 32¢, $258m, daily, hrly) added
All Ords 7024.6 up 57 pts or 0.8% A much quieter day after all those quarterlies. I mainly comment on A4N following its announcement on govt funding for the sapphire business. Portfolio performancesThe Superfund portfolio lost 0.6% as follows: A 5.0% rise in Blue Star Helium (BNL, 2.1¢ up 0.1¢, $40m or $45m diluted, daily,
All Ords 6960 down 54 pts or 0.8% Qrterlies coming thick and fast. A4N, EOS, JBY, MTC and VMM reported today, with ADN, AKP, BEZ and MEI hopefully to report tomorrow. For me, it goes without saying that the most important will be AKP. Portfolio performancesThe Superfund portfolio lost 4.0% as follows: A 4.7% rise
All Ords 7266 up 21 pts or A4N has probably bottomed. Portfolio performancesThe Superfund portfolio gained 1.4% as follows: A 8.2% rise in Animoca on Primary Markets (75¢ up 10¢, 56/74¢, $1.4b) added 1.1%. A 1.4% rise in Audio Pixels (AKP, $9.13 up 13¢, $267m, daily, hrly) added 0.7%. A 9.0% rise in Viridis Mining
All Ords 7287 up 6 pts or 0.1% Still waiting on AKP. Portfolio performancesThe Superfund portfolio lost 0.4% as follows: A 0.5% rise in Audio Pixels (AKP, $9.25 up 5¢, $270m, daily, hrly) added 0.2%. A 5.0% rise in Andromeda (ADN, 2.1¢ up 0.1¢, $65m, daily, hrly) added 0.2%. A 3.9% rise in Viridis Mining
All Ords 7082 down 59 pts or 0.8% Disappointing performance by A4N following today’s announcement. Portfolio performancesThe Superfund portfolio lost 1.8% as follows: A 2.3% rise in Meteoric Resources (MEI, 22¢ up 0.5¢, $427m or $467m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (65¢, 56/75¢, $1.2b) closed unchanged. Andromeda (ADN, 2.0¢, $62m, daily,
All Ords 7223 down 7 pts or 0.1% Another downer; this time it was A4N that did the most damage despite a positive announcement. And lots of announcements to cover. Portfolio transactionsThis afternoon the Superfund added a little to its A4N position at 75.5¢ thus reducing its cash position by 1.4%. I believe the shares
All Ords 7267 down 95 pts or 1.3% Killed by AKP, again. Portfolio transactionsThis afternoon I bought back at 16.5¢ the BEZ I sold yesterday at 18.5¢. In fact I bought a little more than that. My thinking is that Pangaea may not have many (if any) more BEZ to sell for the moment. This
All Ords 7395 down 33 pts or 0.4% I revisited my valuation of A4N in the light of the weak share price and realised I should not be much concerned. In fact I wish I had some spare cash to add to the position. Portfolio performancesThe Superfund portfolio 0.8% as follows: A 10.9% rise in
All Ords 7383 up 37 pts or 0.5% Some great performances, especially by JBY again, were spoilt by a fall in AKP, again. Portfolio performancesFor many of the holdings the mkt cap based on listed shares, easily found from various sources, is not as relevant as the mkt cap if one includes all securities in
All Ords 7490 down 28 pts or 0.4% A quiet day after the hectic reporting season so had time to look at CXL. Portfolio performancesThe Superfund portfolio rose 1.2%, taking the loss for the week to minus 3.9% and the return for the financial YTD to minus 12.4%. Movements today were as follows: A 5.8%
All Ords 7518 up 11 pts or 0.1% Big rises in A4N unrelated to its report, and in MEI and VMM following the release of some remarkable assays at Caldeira, were partly offset by a relatively small fall in AKP post its update which revealed a further delay in receipt of the G2 chips. Portfolio
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