Creating An Investment Universe
As a private investor, we aren’t unlike the crew of the Starship Enterprise. We are permitted to roam within the investment universe as we seek new gems that we may add to our investment portfolio. Unfortunately, that universe is a vastly big place and we are not naturally gifted at birth with the emotionless logic of Mr Spock that may enable him to find those investment gems more readily than a mere earthling. All too frequently investors latch onto some of the space-junk that drifts in the vacuum of space. Many private investors that journey in the investment universe take a random journey as they bounce from one idea to another, from hot tip to hot tip, from chaotic bulletin board “in the know tart” to the next hot thing suggested by part-time journalists.
Welcome to the 10th SHARE TALK CONKERS’ CORNER. In this interview I have the pleasure of speaking with @JonesTheMarkets David Jones.
David has been a Technical Analyst for almost 20 years and has seen Technical Analysis move from – in the early days at least – something of a dark art, to a very mainstream way of trying to forecast markets. When it comes to short-term trading of FOREX, INDICES and COMMODITIES it is probably the most widely used approach, particularly among individual retail traders.
Jeremy Martin, CEO of Horizonte Minerals PLC speaks to Share Talk about the Preliminary Environmental Licence (‘LP’), for the mining and beneficiation plant to produce ferronickel, for its Araguaia Nickel Project (‘Araguaia’) by the Brazilian Pará State Environmental Agency (‘SEMAS’).
The granting of the LP is often regarded as the most important licence as it outlines the parameters of the project as agreed upon by all stakeholders and is the only environmental licensing process that requires COEMA approval.
Today we’re going to approach the topic of AIM IHT planning from the bottom up, by looking at asset manager literature and newspaper articles.
Welcome to the 9th SHARE TALK CONKERS’ CORNER. In this interview I have the pleasure of speaking with @malcolmpalle Malcolm Palle
Malcolm’s career started in the Travel and Leisure sector as a Tour Guide in Eastern Europe and he is now a serial entrepreneur and shrewd private investor.
He admittedly had “no strategy” in the 1980’s and learnt a lot of expensive lessons, especially during the 1987 crash. One of Malcolm’s favourite maxims is “Markets are only really there for two things, to make you money or to teach you a lesson”.
Keras Resources Ltd, the Australian gold mining company, is pleased to announce that it has secured an additional deposit under the existing tribute agreement from Paddington Gold Pty Ltd, a subsidiary of Norton Gold Fields (‘Norton’) to mine the Royal Standard North lease area (‘Royal Standard”). The Royal Standard North lease area is located in the of the Mount Pleasant region approximately 20km south of the Grants Patch lease area where the Company is currently undertaking mining in the Western Australian goldfields. Ore from Royal Standard will also be processed at Norton’s nearby Paddington processing plant. The preliminary confirmatory drill programme, which was undertaken in May, indicates economic grades and grade continuity. Drill results are included in Table 1 below.
Today is part 2 of our audio podcast with our resident blogger @slarratt1 We will be covering #88E #SDX #COPL #HNR #HUM #KRS #NMG #GGP #MTR #SAV #EMH
With a lot of interesting announcements, news updates to follow, we look across the AIM sector to see what has happened since we covered these companies. Plus we look at a new IPO listing from the Oil & Gas sector and what upside they may deliver in the near term future.
Rare earth, Lithium look to be the new hot sectors with the EV sector looking to exploded in the coming decade. We cover the mining stock that looks to be part of this new revolution.
LSE Share Talk catch up with @slarratt1 and we talk about Ferrum Crescent Limited #FRC in this first of a two part audio podcast.
Moonlight Iron Ore Project is highlighted along with #FRC being fully funded ad the Completion of Due Diligence Exercise on GoldQuest and its Lead-Zinc Exploration Projects in Spain
Part two tomorrow will cover #88E # SDX #COPL #HNR #HUM #KRS #NMG #GGP#MTR #SAV #EMH
Founded in late 2005, Hummingbird Resources is a West African gold explorer and developer (AIM:HUM), which listed on AIM in December 2010. Since IPO the Company has significantly grown its initial resource from an initial 0.8Moz to 4.2Moz at its Dugbe Gold Project in Liberia, West Africa and with the acquisition of Gold Fields’ gold assets in Mali, Hummingbird is now a multi-project, near-term producer with a 6Moz gold resource and 4,000 km2 of exploration ground.
Hummingbird’s strategy has always been to create a gold company that has a portfolio of assets encompassing exploration, development and production and the purchase of the Yanfolila Project marks a significant step towards fulfilling that ambition. Gold Fields’ decision to accept Hummingbird shares as consideration for the acquisition underlines the potential of the Yanfolila Project, its portfolio in Liberia and their confidence in Hummingbird’s ability to bring projects into production.
The Yanfolila Project provides Hummingbird with a fast, simple and low cost route to production, and the Company expects to commence gold production in 2017 at an initial gold production rate of 120koz in year one. Hummingbird has acquired an attractive and highly profitable project which can be brought into production within 24 months of acquisition. The project has excellent grade with low capex and opex, and has been acquired at an attractive valuation of $11 per oz of resource.
The Company’s Dugbe Gold Project remains a key focus and the Company published a positive PEA in April 2013 and is currently progressing its Detailed Feasibility Study. Dugbe Gold Project was the first mining project in Liberia to secure investment from the IFC, a member of the World Bank Group.