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 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 7938 even An even quieter day. Portfolio performancesThe Superfund portfolio gained 0.2% as follows: A 0.9% rise in Alpha (A4N, $1.00 up 1¢, $1.03b or $1.05b diluted, daily, hrly) added 0.3%. Animoca on Primary Markets ($1.00, $0.90/0.98, $1.9b) last traded 19 April. Andromeda (ADN, 1.9¢, $59m, daily, hrly) closed unchanged. Audio Pixels (AKP,
All Ords 7902 up 85 pts or 1.1% BEZ in the doldrums. Portfolio performancesThe Superfund portfolio gained 0.2% as follows: A 6.2% rise in Andromeda (ADN, 1.7¢ up 0.1¢, $53m, daily, hrly) added 0.2%. A 3.1% rise in Red Metal (RDM, 16.5¢ up 0.5¢, $49m or $59m diluted) added 0.1%. Alpha (A4N, $1.09, $1.02b or
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 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 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 7791 down 57 pts or 0.7% Focus on BEZ and BNL following announcements. Portfolio performancesThe Superfund portfolio gained 0.2% as follows: An 18.0% rise in Blue Star Helium (BNL, 1.3¢ up 0.2¢, $25m or $26m diluted, daily, hrly) added 1.0%. Animoca on Primary Markets (85¢, 80/110¢, $1.6b) traded unchanged. Besra Gold (BEZ, 15¢,
All Ords 7748 up 6 pts or 0.1% A quiet day but with a touch of green appearing. Portfolio performancesThe Superfund portfolio gained 0.1% as follows: A 6.2% rise in Besra Gold (BEZ, 14.5¢ up 1¢, $61m or $68m diluted, daily, hrly) added 0.4%. A 1.1% rise in Alpha (A4N, 91¢ up 1¢, $850m or
All Ords 7730 pts even More thoughts on BEZ. Portfolio performancesThe Superfund portfolio gained 1.2% as follows: A 2.5% rise in Audio Pixels (AKP, $8.20 up 20¢, $240m or $259m diluted, daily, hrly) added 1.0%. A 5.3% rise in Animoca on Primary Markets ($1.00, $1.00/1.09, $1.8b) added 0.5%. A 4.0% rise in Blue Star Helium
All Ords 7731 down 6 pts or 0.1% I have completed my BEZ model and in this report I run through a few valuation scenarios. Have to add, it looks great in the long-term. Portfolio performancesThe Superfund portfolio fell 0.8%, taking the loss for the week to 1.6% and the return for the financial YTD
All Ords 7718 down 12 pts or 0.2% I took advantage of a quiet day to make good progress with the BEZ spreadsheet. Portfolio performancesThe Superfund portfolio rose 0.3%, taking the loss for the week to 0.5% and the return for the financial YTD to minus 15.3%. Movements today were as follows: A 9.0% rise
All Ords 7867 up 38 pts or 0.5% Another very quiet day. Portfolio performancesThe Superfund portfolio lost 0.2% as follows: A 4.5% rise in Blue Star Helium (BNL, 2.3¢ up 0.1¢, $45m or $48m diluted, daily, hrly) added 0.4%. A 4.0% rise in Andromeda (ADN, 2.6¢ up 0.1¢, $81m, daily, hrly) added 0.2%. A 0.4%
All Ords 7852 up 55 pts or 0.7% Further strength. Portfolio transactionsThis morning to fund personal expenses I sold about a third of the remaining VMM at $1.465 for a profit of some 38¢. I had to sell something and it was a difficult choice but I noticed that VMM had rallied to draw near
All Ords 7730 up 2 pts only Merry Christmas everyone!Today’s portfolio performance was a nice present for me leading into the Christmas break. I will be back on Wednesday even if only with a brief note. Portfolio performancesThe Superfund portfolio rose 2.6%, taking the gain for the week to 2.3% and the return for the
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 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 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 7234 down 44 pts or 0.6% A quieter day. Portfolio performancesThe Superfund portfolio gained 1.1% as follows: A 3.4% rise in Audio Pixels (AKP, $9.32 up 31¢, $272m, daily, hrly) added 1.4%. A 1.2% rise in Alpha (A4N, 83.5¢ up 1¢, $780m or $790m diluted, daily, hrly) added 0.2%. A 3.0% rise in
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 7177 down 39 pts or 0.5% A good move by VMM prompted me to take some profits.I also make some detailed comments on the prepayment facility provided to BEZ by Quantum. Portfolio transactionsThis afternoon the Superfund sold half the VMM position at a little over $1.50, making a good profit on the 65¢
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 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 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 7281 up 50 pts or 0.7% That’s better! Portfolio performancesThe Superfund portfolio gained 2.7% as follows: A 22.2% rise in Besra Gold (BEZ, 16.5¢ up 3¢, $58m or $71m diluted, daily, hrly) added 1.3%. A 1.7% rise in Audio Pixels (AKP, $9.00 up 15¢, $269m, daily, hrly) added 0.8%. A 2.1% rise in
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