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 8110 up 29 pts or 0.4% A few interesting announvements. Portfolio performancesThe Superfund portfolio gained 0.4% as follows: A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.3m diluted, daily, hrly) added 0.5%. A 4.5% rise in Besra Gold (BEZ, 11.5¢ up 0.5¢, $48m or $64m diluted, daily, hrly)
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 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 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 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 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 7410 up 5 pts or 0.1% Nothing much happening. Portfolio performancesThe Superfund portfolio lost 0.5% as follows: A 3.9% rise in Animoca on Primary Markets (80¢, 80/80¢, $1.5b) added 0.3%. A 3.6% rise in Besra Gold (BEZ, 14.5¢ up 0.5¢, $61m or $67m diluted, daily, hrly) added 0.2%. A 0.3% rise in Audio
All Ords 7336 up 51 pts or 0.7% Another quiet day Portfolio performancesThe Superfund portfolio lost 1.5% as follows: A 1.0% rise in Alpha (A4N, 94¢ up 4¢, $878m or $889m diluted, daily, hrly) added 1.0%. A 10.0% rise in Besra Gold (BEZ, 16.5¢ up 1.5¢, $69m or $76m diluted, daily, hrly) added 0.6%. Animoca
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 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 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 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 7157 up 14 pts or Falls in both AKP and EOS made it an ordinary day for the portfolios. Portfolio performancesThe Superfund portfolio lost 0.9% as follows: A 3.7% rise in Blue Star Helium (BNL, 2.8¢ up 0.1¢, $44m or $48m diluted, daily, hrly) added 0.2%. A 5.0% rise in Andromeda (ADN, 2.1¢
All Ords 7230 down 8 pts or 0.1% I present an updated valuation of PEK in this report, and comment on announcements by BEZ and MEI, etc. The further fall in AKP was the main drag on the porfolios today although I am not much concerned because the volume traded is tiny and the price
All Ords 7270 pts up 3 pts only Today I comment on buying by EOS directors and on rare earth hopeful HAS. Portfolio performancesThe Superfund portfolio rose 1.9%, taking the loss for the week to 5.7% and the return for the financial YTD to minus 17.3%. Movements today were as follows: A 5.1% rise in
All Ords 7346 down 57 pts or 0.8% The portfolios took a hammering today led by AKP which over the last couple of days has given up all of Monday’s gains. EOS and particularly JBY were the only bright spots. I make a few comments on JBY in this report. Portfolio performancesThe Superfund portfolio lost
All Ords 7517 down 9 pts or 0.1% Death by a thousand cuts. Portfolio transactionsThis morning the Superfund sold out of BOE at $3.91, making a reasonable profit on the $3.50 paid a couple of weeks ago. I just felt that the shares could retrace a bit in the short term (although that wasn’t the
All Ords 7526 up 36 pts Looking forward to VMM’s drilling program. Portfolio performancesThe Superfund portfolio gained 0.3% as follows: A 13.8% rise in Viridis Mining (VMM, 62¢ up 7.5¢, $19m, daily, hrly) added 0.7%. A 9.2% rise in Boss Energy (BOE, $3.92 up 33¢, $1.4b, daily, hrly) added 0.3% Animoca on Primary Markets ($0.80,
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 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 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 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 7244 down 121 pts or 1.6% That’s better! But not out of the woods just yet, unfortunately. Portfolio performancesThe Superfund portfolio rose 3.2%, taking the loss for the week to 0.3% and likewise the return for the new financial YTD to 0.3%. Movements today were as follows: A 4.6% rise in Audio Pixels
All Ords 7329 up 17 pts or 0.2% Quiet day. Portfolio performancesThe Superfund portfolio gained 0.4% as follows: An 11.1% rise in Animoca on Primary Markets ($1.00 up 10¢, $0.80/1.00, $1.8b) added 0.8%. A 4.9% rise in Andromeda (ADN, 4.3¢ up 0.2¢, $134m, daily, hrly) added 0.3%. Audio Pixels (AKP, $14.10, $412m, daily, hrly) closed
All Ords 7447 down 3 pts only EOS and its AGM was the highlight for me today Portfolio performancesThe Superfund portfolio lost 0.3% as follows: A 0.6% rise in Audio Pixels (AKP, $9.05 up 5¢, $263m, daily, hrly) added 0.1%. A 0.9% rise in Peak Rare Earths (PEK, 56.5¢ up 0.5¢, $134m, daily, hrly) added
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
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