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 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 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 7860 down 24 pts or 0.3% A dreadful day for my portfolios due to big falls in AKP and BNL. It would have been much worse if it weren’t for EOS and to a lesser extent, A4N. Portfolio performancesThe Superfund portfolio lost 7.2% as follows: A 5.4% rise in Alpha (A4N, 87.5¢ up
All Ords 7737 up 34 pts or 0.4% Calm before the storm? Portfolio performancesThe Superfund portfolio gained 0.4% as follows: A 12.0% rise in Besra Gold (BEZ, 14¢ up 1.5¢, $59m or $65m diluted, daily, hrly) added 0.6%. A 1.5% rise in Alpha (A4N, 99.5¢ up 1.5¢, $929m or $941m diluted, daily, hrly) added 0.4%.
All Ords 7387 up 117 pts or 1.6% AKP tops up its cash position with another unsecured convertible note issue. Portfolio performancesThe Superfund portfolio lost 2.4% as follows: A 2.5% rise in Meteoric Resources (MEI, 20.5¢ up 0.5¢, $399m or $439m diluted, daily, hrly) made little difference. Andromeda (ADN, 2.0¢, $62m, daily, hrly) closed unchanged.
All Ords 7268 up 7 pts or 0.1% A huge move in VMM was offset by a relatively modest pullback in AKP and falls in a few others. Portfolio transactionsThis morning the Superfund took some profits on VMM. It sold about 40% of the holding at $2.00, making a nice profit on the 65¢ paid
All Ords 7261 down 9 pts or 0.1% It was the best day for many months thanks to AKP. I had been under a lot of pressure on AKP from various directions and now feel vindicated. Somewhat. Full vindication would be achieved on prices above $100. Portfolio performancesThe Superfund portfolio rose 9.2%, taking the gain
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 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 7244 down 44 pts or 0.6% Friday 13th was meant to be unlucky and so it proved. Portfolio transactionsThis afternoon the Superfund sold most of its remaining MEI at 20.5¢, making a small profit on the 15.5¢ paid in April, and with the sale boosting the cash position by 4.3%. It was a
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 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 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 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
All Ords 7569 up 25 pts or 0.3% PET trading halt had my attention today. Portfolio performancesThe Superfund portfolio lost 0.3% as follows: A 23.8% rise in Animoca on Primary Markets ($0.99 up 19¢, $0.80/0.99, $1.8b) added 1.7%. A 1.8% rse in Alpha (A4N, $1.12 up 2¢, $m, daily, hrly) added 0.2%. Andromeda (ADN, 2.7¢,
All Ords 7622 up 6 pts or 0.1% Analysed six quarterly reports on this the last day of the season. Portfolio performancesThe Superfund portfolio lost 0.4% as follows: A 2.4% rise in Meteoric Resources (MEI, 21.5¢ up 0.5¢, $417m, daily, hrly) added 0.2%. Animoca on Primary Markets ($0.80, $0.73/0.90, $1.5b) last traded 28 Jul. Andromeda
All Ords 7381 down 135 pts or 1.7% A miserable day. Portfolio performancesThe Superfund portfolio lost 1.6% as follows: A 7.3% rise in Meteoric Resources (MEI, 22¢ up 1.5¢, $418m, daily, hrly) added 0.5%. Animoca on Primary Markets ($1.00, $0.80/1.00, $1.8b) last traded 16 June. A 2.4% fall in Besra Gold (BEZ, 20¢ dwn 0.5¢,
All Ords 7291 up 17 pts or 0.2% Sold more PET and bought more AKP. Portfolio transactionsI made a number of trades today. For the Superfund I finished my partial sell order in SDV at 31.5c. This funded the purchase of a few more AKP at $14.60. For the Trust I sold its remaining PET
All Ords 7274 down 114 pts or 1.5% Buying AKP and selling elsewhere. Portfolio transactionsThis morning I wanted to buy more AKP through the Superfund and managed to do so at just under $14, increasing the number of shares held across the two portfolios by 12%. I figure if Fred thinks $14 is a bargain,
All Ords 7387 down 8 pts or 0.1% It’s all about AKP today! A vindication. And exciting potential. Portfolio performancesThe Superfund portfolio gained 8.5% as follows: A 34.1% rise in Audio Pixels (AKP, $12.20 up $3.10, $354m, mthly, wkly, daily, hrly) added 9.1%. A 2.4% rise in Meteoric Resources (MEI, 21.5¢ up 0.5¢, $395m, daily,
All Ords 7395 up 61 pts or 0.8% I bought back into A4N, comment on AKP and PET, and highlight a few interesting breakouts. Portfolio transactionsThis morning I bought back at $1.075 the A4N I sold on Friday at $1.026, after the shares broke out of their medium term downtrend. And of course later in
All Ords 7451 down 21pts or 0.3% Animoca spoilt the party. Portfolio performancesThe Superfund portfolio lost 0.2% as follows: A 5.7% rise in Peak Rare Earths (PEK, 56¢ up 3¢, $133m, daily, hrly) added 0.8%. A 1.1% rise in Audio Pixels (AKP, $9.00 up 10¢, $261m, daily, hrly) added 0.3%. A 1.5% rise in SciDev
All Ords 7389 down 35 pts or 0.5% Added to my AKP holding. Portfolio transactionsI wanted to buy some AKP for the Trust this morning but NAB had an IT problem which prevented me from transferring the necessary funds into the Trust’s bank account for some hours. Very fustrating. It was not until after 3pm
All Ords 7413 up 25 pts or 0.3% The rally in AKP suggests the prolonged weakness over past months is finally over. Portfolio performancesThe Superfund portfolio rose 2.6%, taking the loss for the week to 3.4% and the return for the financial YTD to minus 38.6%. Movements today were as follows: A 10.0% rise in
All Ords 75021 up 19 pts or 0.3% This report was finished on Sunday. Sorry about that but I was travelling on Friday and there were so many announcements to cover. So the report is a little larger than normal. Portfolio performancesThe Superfund portfolio fell 0.9%, taking the loss for the week to 3.0% and
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