RDM

Tue 14 May 2024

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,

To access this post, you must purchase a membership.

Mon 13 May 2024

All Ords 8019 down 3 pts only Another quiet day, waiting for progress on all fronts. Portfolio performancesThe Superfund portfolio gained 0.2% as follows: A 5.8% rise in Andromeda (ADN, 1.8¢ up 0.1¢, $56m, daily, hrly) added 0.3%. A 6.7% rise in Red Metal (RDM, 16¢ up 1¢, $48m or $57m diluted, daily, hrly) added

To access this post, you must purchase a membership.

Tue 30 Apr 2024

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

To access this post, you must purchase a membership.

Fri 19 Apr 2024

All Ords 7817 down 82 pts or 1.0% A very quiet day. Portfolio performancesThe Superfund portfolio rose 0.4%, taking the loss for the week to 0.1% and the return for the financial YTD to minus 31.5%. Movements today were as follows: A 5.3% rise in Animoca on Primary Markets ($1.00 up 5¢, $0.90/1.00, $1.9b) added

To access this post, you must purchase a membership.

Mon 8 Apr 2024

All Ords 8045 up 19 pts or 0.2% A4N was the star today. Portfolio performancesThe Superfund portfolio gained 3.1% as follows: A 10.1% rise in Alpha (A4N, 98¢ up 9¢, $915m or $932m diluted, wkly, daily, hrly) added 3.1%. A 4.5% rise in Besra Gold (BEZ, 11.5¢ up 0.5¢, $48m or $54m diluted, daily, hrly)

To access this post, you must purchase a membership.

Fri 5 Apr 2024

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

To access this post, you must purchase a membership.

Thu 4 Apr 2024

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,

To access this post, you must purchase a membership.

Wed 27 Mar 2024

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

To access this post, you must purchase a membership.

Mon 18 Mar 2024

All Ords 7925 up 1 pt only Did some more work on RDM and also some on ARR following their announcements today. Portfolio performancesThe Superfund portfolio lost 2.1% as follows: A 4.2 rise in Animoca on Primary Markets (99¢, 88/100¢, $1.9b) added 0.5%. Audio Pixels (AKP, $6.20, $181m or $196m diluted, daily, hrly) remains suspended.

To access this post, you must purchase a membership.

Fri 15 Mar 2024

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

To access this post, you must purchase a membership.

Thu 14 Mar 2024

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

To access this post, you must purchase a membership.

Improve your portfolio today. Regular updates and reports.


Get notified when new posts are available: