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 8066 up 113 pts or 1.4% Everthing is going up except for my portfolio. Very disheartening. Portfolio performancesThe Superfund portfolio lost 1.4% as follows: A 3.3% rise in Red Metal (RDM, 15.5¢ up 0.5¢, $46m or $55m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (90¢, 85/95¢, $1.7b) last traded 3 May.
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 7932 up 25 pts or 0.3% Dealt with 9 quarterlies plus the PET stuff so am now feeling my age.And as half expected, AKP is still not able to demonstrate its Gen II speaker chip. Portfolio performancesThe Superfund portfolio lost 0.7% as follows: A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up
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 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 7652 up 77 pts or 1.0% A reasonable week for the portfolios, largely because of AKP. Portfolio performancesThe Superfund portfolio rose 0.6%, taking the gain for the week to 4.3% and the return for the financial YTD to minus 13.0%. Movements today were as follows: A 2.6% rise in Audio Pixels (AKP, $8.98
All Ords 7650 down 10 pts or 0.2% AKP tips over. Portfolio performancesThe Superfund portfolio lost 1.6% as follows: A 16.3% rise in Animoca on Primary Markets (93¢, 95/96¢, $1.7b) added 1.4%. A 2.2% rise in Alpha (A4N, 94.5¢ up 2¢, $882m or $894m diluted, daily, hrly) added 0.6%. Blue Star Helium (BNL, 2.1¢, $41m
All Ords 7278 down 12 pts or 0.2% I guess I was a little premature with my comments earlier this week that I was somewhat vindicated on AKP. But I remain confident that it will happen at some point. Portfolio performancesThe Superfund portfolio lost 4.9% as follows: A 10.0% rise in Blue Star Helium (BNL,
All Ords 7317 up 110 pts or 1.5% Big rise in the market after that bull pivot last night in US equities. Meanwhile my portfolios are flat as they await further developments. Portfolio performancesThe Superfund portfolio lost 0.2% as follows: A 3.7% rise in Besra Gold (BEZ, 14¢ up 0.5¢, $59m or $62m diluted, daily,
All Ords 7207 up 62 pts or 0.9% Waiting and waiting for action on my picks. Each of them has good potential but the waiting …….? Portfolio performancesThe Superfund portfolio lost 1.1% as follows: A 17.4% rise in Besra Gold (BEZ, 13.5¢ up 2¢, $56m or $60m diluted, daily, hrly) added 0.9%. A 2.1% rise
All Ords 7215 up 17 pts or 0.2% A few things happening. Portfolio performancesThe Superfund portfolio lost 1.8% as follows: A 10.5% rise in Blue Star Helium (BNL, 2.1¢ up 0.2¢, $40m or $45m diluted, daily, hrly) added 0.8%. An 8.7% rise in Andromeda (ADN, 2.5¢ up 0.2¢, $78m, daily, hrly) added 0.4%. Animoca on
All Ords 7198 up 22 pts or 0.2% Another day when most things went well, BNL excluded. Portfolio performancesThe Superfund portfolio gained 2.5% as follows: A 6.2% rise in Alpha (A4N, 94¢ up 5.5¢, $806m or $897m diluted, daily, hrly) added 1.3%. A 2.5% rise in Audio Pixels (AKP, $8.88 up 22¢, $259m, daily, hrly)
All Ords 6968 up 7 pts or 0.1% Huge number of quarterlies to go through, all commented on in this report. Portfolio performancesThe Superfund portfolio gained 0.7% as follows: A 33.9% rise in Animoca on Primary Markets (75, 75/80¢, $1.4b) added 2.1%. A 0.1% rise in Audio Pixels (AKP, $8.76 up 1¢, $256m, daily, hrly)
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 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 7250 up 27 pts or 0.1% This report was finished and published on Saturday (today) because I ran out of time to finish it last night. It was a quiet day for announcements. I guess the highlight was the respite from the bear market in most of the stocks. Portfolio performancesThe Superfund portfolio
All Ords 7483 up 100 pts or 1.4% Today I focus on the ADN valuation, comment on ID8 and highlight a couple of interesting breakouts. Portfolio performancesThe Superfund portfolio rose 3.7%, taking the loss for the week to 0.6% and the return for the financial YTD to minus 12.3%. Movements today were as follows: A
All Ords 7403 up 15 pts or 0.2% Lots of interesting stuff happening. Portfolio transactionsThis morning I made some changes to the James Bay lithium component of my portfolio. I sold out of CY5 at 19.7¢, making a loss on the 22.5¢ paid last month, and with the proceeds bought into James Bay Minerals (JBY)
All Ords 7416 up 51 pts or 0.7% Bought more VMM and completed the ADN spreadsheet. Both look very cheap to me but as you well know I am not infallible. Portfolio transactionsThis morning I purchased some more VMM at 65¢, adding 75% to the position and taking the holding to a weighting of 5.8%.
All Ords 7366 up 33 pts or 0.5% I did not deal well with the ADN and EOS presentations, each being held at 1pm; I was switching from one to the other and in so doing probably missed the important parts of both. And to add insult to injury AKP fell heavily and smashed the
All Ords 7333 down 68 pts or Continued work on ADN. Portfolio transactionsToday I took advantage of today’s rally to sell out of PEK at 48¢, making small profit on the 42¢ paid earlier this month. I needed the money. Portfolio performancesThe Superfund portfolio rose 5.0%, taking the loss for the week to 4.5% and
All Ords 7401 up 33 pts or 0.5% Another ordinary day for the portfolios. ADN was the one bright spot following release of the updated DFS. Portfolio transactionsJust for something totally different the Superfund bought into uranium miner BOE at $3.50 because I wanted exposure to uranium; the stock now accounts for 2% of the
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
All Ords 7673 up 55 pts or The highlight was a positive announcement by EOS. Portfolio performancesThe Superfund portfolio lost 0.4% as follows: A 0.9% rise in Audio Pixels (AKP, $12.39 up 11¢, $362m, daily, hrly) added 0.4%. A 0.5% rise in Alpha (A4N, $1.10 up 0.5¢, $945m, daily, hrly) made little difference. Animoca on
All Ords 7497 down 15 pts or 0.2% Bought into BNL at last by sacrificing some A4N. Portfolio transactionsToday I sold one third of the Superfund holding of A4N at $1.135, making a profit of 13c, and with the proceeds bought into BNL at 3.2c. It would have been better to do it a few
All Ords 7207 down 37 pts or 0.5% Some announcements to cover today. Portfolio performancesThe Superfund portfolio lost 0.5% as follows: A 7.9% rise in Andromeda (ADN, 4.1¢ up 0.3¢, $128m, daily, hrly) added 0.5%. A 4.1% rise in Meteoric Resources (MEI, 25.5¢ up 1¢, $485m, daily, hrly) added 0.4%. A 2.2% rise in Alpha
All Ords 7264 down 22 pts or 0.3% Another ordinary day. Portfolio performancesThe Superfund portfolio lost 0.7% as follows: A 2.2% rise in Alpha (A4N, $114 up 2.5¢, $978m, daily, hrly) added 0.4%. An 8.3% rise in Phoslock (PET, 1.3¢ up 0.1¢, $8m, daily, hrly) added 0.1%. A 0.1% rise in Audio Pixels (AKP, $13.01
All Ords 7312 up 24 pts or 0.3% The focus is on ADN today. Portfolio performancesThe Superfund portfolio fell 0.3%, taking the gain for the week to zero and the return for the financial YTD to minus 33.8%. Movements today were as follows: A 5.1% rise in Andromeda (ADN, 4.1¢ up 0.2¢, $128m, daily, hrly)
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