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 7837 down 100 pts or 1.3% A quiet day albeit I had to complete this on Saturday because of my obligations to PET.Of the portfolio stocks only BNL has lodged its quarterly; the other five are yet to report. The key one will AKP. The other companies issue regular updates in line with
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 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 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 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 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 7875 up 24 pts or 0.3% EOS was the star today. Portfolio performancesThe Superfund portfolio lost 0.3% as follows: An 8.0% rise in Meteoric Resources (MEI, 19¢ up 1.5¢, $378m or $409m diluted, daily, hrly) made little difference. Animoca on Primary Markets (85¢, 75/85¢, $1.6b) last traded 7 Feb. Andromeda (ADN, 2.3¢, $72m,
All Ords 7932 up 113 pts or 1.4% A better day. Portfolio performancesThe Superfund portfolio rose 2.2%, taking the loss for the week to 6.4% and the return for the financial YTD to minus 23.3%. Movements today were as follows: A 6.1% rise in Alpha (A4N, 86.5¢ up 5¢, $808m or $818m diluted, daily, hrly)
All Ords 7835 up 27 pts or 0.3% The weakness in AKP is not unexpected but the poor result from BBB #33 was devastating.Tomorrow should see quarterly reports from ADN, AKP, BEZ, MEI and VMM. Portfolio performancesThe Superfund portfolio lost 4.1% as follows: A 3.1% rise in Besra Gold (BEZ, 16.5¢ up 0.5¢, $69m or
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 7742 up 40 pts or 0.5% Another poor performance today. Portfolio performancesThe Superfund portfolio lost 3.1% as follows: A 3.8% rise in Besra Gold (BEZ, 13.5¢ up 0.5¢, $56m or $63m diluted, daily, hrly) added 0.2%. Blue Star Helium (BNL, 2.4¢, $47m or $49m diluted, daily, hrly) closed unchanged. A 2.5% fall in
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 7576 down 47 pts or 0.6% AKP the star. Portfolio performancesThe Superfund portfolio gained 4.0% as follows: A 7.5% rise in Audio Pixels (AKP, $8.75 up 61¢, $256m or $276m diluted, daily, hrly) added 2.9%. A 5.0% rise in Animoca on Primary Markets ($1.05, $1.00/1.10, $1.9b) added 0.5%. A 1.6% rise in Alpha
All Ords 7623 down 25 pts or 0.3% Made good progress on modelling Voyager helium project owned by BNL. Portfolio performancesThe Superfund portfolio lost 1.1% as follows: A 0.5% rise in Audio Pixels (AKP, $8.14 up 4¢, $238m or $257m diluted, daily, hrly) added 0.2%. A 2.8% rise in Viridis Mining (VMM, $1.45 up 4¢,
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 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 7757 down 110 pts or 1.4% Good performances by uneasy neighbours MEI and VMM. Portfolio performancesThe Superfund portfolio lost 0.3% as follows: A 20.2% rise in Viridis Mining (VMM, $1.605 up 27¢, $72m or $113m diluted, daily, hrly) added 0.5%. A 4.3% rise in Blue Star Helium (BNL, 2.4¢ up 0.1¢, $47m or
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 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 7270 down 66 pts or 0.9% Another quiet day for the portfolios but a bloodbath in the lithiums. Portfolio performancesThe Superfund portfolio gained 1.0% as follows: A 4.2% rise in Audio Pixels (AKP, $9.50 up 38¢, $278m, daily, hrly) added 1.7%. A 14.7% rise in Animoca on Primary Markets (80¢, 66/80¢, $1.5b) added
All Ords 7298 up 52 pts or 0.7% Another quiet day but I managed to buy more A4N. Portfolio transactionsThis afternoon the Superfund purchased more A4N at 88¢, adding 13% to its position to take the portfolio weighting from 20% to 23%. After this and a pension payment, there is now little cash remaining from
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 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 7145 down 32 pts or 0.4% Another quiet day. Portfolio transactionsToday I bought back at $1.325 the shares in VMM that I sold on Friday at $1.50. I could well be wrong but I think there is some support near the current price. Portfolio performancesThe Superfund portfolio lost 0.4% as follows: A 10.0%
All Ords 7215 down 29 pts or 0.4% BNL fell as expected post-issue and that was the main influence on the portfolios. Portfolio performancesThe Superfund portfolio lost 1.5% as follows: A 0.5% rise in Audio Pixels (AKP, $9.05 up 5¢, $264m, daily, hrly) added 0.2%. A 0.8% rise in Alpha (A4N, 67¢ up 0.5¢, $589m,
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 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
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 7428 down 55 pts or 0.7% The continued fall in A4N is the main feature of the Superfund right now, while AKP is deceptively calm. And the next month of exploration will be critically important for both JBY and VMM. Portfolio performancesThe Superfund portfolio lost 1.9% as follows: A 4.5% rise in Meteoric
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