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March 2016

27Mar 2016

What DIDN’T happen at Horse Hill

The really big story about the Gatwick gusher.

The Unfolding Story of Horse Hill

What is – and is not – happening at the Horse Hill farm site only 20 miles from the southern outskirts of London is remarkable. On one hand, we have what genuinely can be described as significant – and even game changing – amount of oil. So congratulations are in order for the UKOG team for quietly, literally under Gatwick Airport’s radar, producing some actual hydrocarbons.

26Mar 2016

MTR Botswana copper and predicted copper shortage

Metal Tiger - MTR Botswana copper and predicted copper shortage

Metal Tiger with their joint venture partner MOD have released RNS’s that have begun to give an indication of the extent of their significant copper resources in Botswana. When we have the assay results, if they are as expected the impact on the market cap of Metal Tiger could be significant.

The timing of the find couldn’t be better with the global use of copper increasing and the supply predicted to be in deficit in the next couple of years.

23Mar 2016

Strategy – Are you a Trader or an Investor

Strategy - Are you a Trader or Investor

There are a lot of labels in investing.  I spent part of yesterday listening to a 4 person panel of “value” investors in which one “deep value” investor spent a chunk of time suggesting that none of the others were in his opinion really value investors. This did not sit well with the other members of the panel.

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