A Tale of the Unexpected
Déjà vu is a powerful thing, and it can be quite a useful from an investment perspective, if tempered, tolerated and nurtured.
Kipling says we must (to paraphrase) “keep our heads when all around are losing theirs.” Wise words but the world of AIM requires an even greater discipline, because if one presumes “losing theirs” indicates irrationality, investors in resource stocks on AIM have to deal with that and plenty more besides.
At the bottom of a resource market (and cyclical downturns as we have experienced in the resource sector are probably the most pernicious and financially damaging of all), then we have a whole legion of investors recoiling from having lost so much over the years. The mere prospect of recovery in a share where your loss is 70%, 80%, 90% or even 99% is irksome.
Share Talk spoke with Michael Masterman, Chairman of W Resources AIM:WRES in London recently and he talked about Production Commencing at the La Parrilla mine in Spain ahead of schedule.
Production Commences at La Parrilla
Michael Masterman, Chairman of W Resources commented: “It is a great milestone to see a smooth plant start-up and first tungsten concentrate production. While there could be many ramp-up challenges over the coming months, we have a skilled and committed team in place to increase production and lay the groundwork for a substantial increase in production in 2017”.
Share Talk spoke with Justin Tooth today in this exclusive interview with him announcing Ferrum Crescent works programme for Toral – Spanish zinc work has a team in country this week.
He answers shareholders questions and is very open in this interview.
Justin Tooth quote
“it is worth me adding that in a couple of weeks’ time we have got a number of city analysts coming down to site, a site visit. There will be some proper research done, particularly on the Spain prospect and that will start to peak the interest of the institutional market, we look to crystallize our strategy for 2017”.
Following the recent publication of the Company’s Interim Statements Mr Neil Ritson, LGO’s Chief Executive Officer, is pleased to be hosting a live webinar at 11am BST on Friday 7th October 2016 accessible via this link.
Listeners are encouraged to submit questions at any stage by emailing firstname.lastname@example.org or by clicking on the question button at the foot of the webcasting page during the live event.
Keith Coughlan spoke with Share Talk about European Metals Holdings RNS announcement.
EMH raises $3M from Largest Shareholder, European Metals Holdings Limited (“European Metals” or “the Company”) is pleased to announce that it conditionally raised A$2.6 million from its largest shareholder, Rare Earth Minerals Plc (“REM”).
REM has been the largest shareholder of European Metals since July 2015, and has steadily increased its shareholding via placements and on market purchases. REM’s current market capitalisation is approximately £ 55 million.
As REM is currently a 16.4% per cent shareholder in the Company.
European Metals Managing Director, Keith Coughlan commented on the capital raising :
“It is very pleasing to have Rare Earth Minerals’ ongoing support from both financial and technical perspectives. Having strong major shareholders with aligned vision of Cinovec’s potential enables us to keep our issued capital under check. It has also allowed European Metals to assert itself strategically within the lithium industry. We look forward to the future growth this will bring. This funding ensures that the Company will remain in a strong financial position beyond the PFS.”
David Lenigas is interviewed by Zak Mir on this week’s Share Views programme from London South East lse.co.uk
David speaks about his involvement with Anglo African (AAAP), Cuba, the infamous ‘Gatwick Gusher’, and Doriemus.
Welcome to the 29th SHARETALK’S CONKERS’ CORNER. In this interview I have the privilege of speaking with award winning Investment Fund Manager @gervais_mam Gervais Williams. He is currently the Managing Director of Miton Group Plc, where he and the team monitor the market trend changes beyond the credit boom, and aim to set up funds with investment strategies harnessing forthcoming investment trends.
Gervais grew up in Abergavenny in Monmouthshire; a county in South East Wales. As the son of a Farmer, he had always liked business but did not know how he was going to get into it. He attended the University of Liverpool where he attained an Engineering Degree and went onto become a Chartered Engineer. It was in 1985 that Gervais made the switch into the Investment industry, after successfully applying for a Trainee Fund Manager role at the Throgmorton Investment Trust. He started analysing small companies, did his industry exams and remained with the group for five years.
In this interview, Share Talk spoke with Jeremy Martin, CEO of AIM-listed Horizonte Minerals (HZM) in connection with their announcement today of positive economic results from an updated Pre-Feasibility Study on its 100%-owned Araguaia Nickel Project in Brazil, which now includes the adjacent Glencore asset purchased in Q3. The combined Tier 1 Araguaia project is now being developed as one of the largest and highest grade nickel saprolite resources globally.
Jeremy goes into detail as to what this means with regards to the grades found at the Araguaia Nickel Project, its mining life, the economics/level of projected profitability and the fact this project will be coming on stream when nickel inventory demand is rising and supply is reducing. He explains the next major milestones for the project and the potential for an uplift in their share price.
A member of the Share Talk team caught up with William Dawes, Chief Executive Officer and co-founder of Mkango Resources LTD in London recently. We ask if the company would be happy to answer shareholder questions?
Share talk has covered AIM:MKA since the IPO listing on the London Alternative Investment Market, 15 Jun 2016. Mkango is a company that is gaining a lot of interest with the private – retail investing community.
Mkango is a listed mineral exploration and development company rare earth element (REE) company based in Malawi which is a proven area in the resources market, the area has good working relationships with other countries and has good political and local amenities for the mining sector such as transport and energy needs and requirements. Mkango is also listed on the TSX Canadian Stock Exchange.
Share Talk published a live interview using Periscope app from Metal Tiger PLC offices in London, UK on the 22nd September 2016. Due to the high viewing figures, demand, we are publishing the back up copy of the live streaming interview. We used a second camera to record the this is the original footage