Keyword results: reserves

ADV
ADV
PREMIUM CONTENT

Advance Energy has enjoyed a big rise since I tipped it, but I see more to come now that drilling is underway

Advance Energy (ADV) is a company which I covered last summer and suggested that although it has a very chequered history, new assets and a completely different management team made it well worth a speculative buy with a drill to come.

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PREMIUM CONTENT

Nostra Terra has always talked a good game but the end result has always been investors losing money - sell

Nostra Terra Oil and Gas (NTOG) is one of those companies that has always seemed to be popular with private investors over the years, but it is hard to see why as all it has done during that time is rack up substantial losses for them.

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JKX
JKX
PREMIUM CONTENT

JKX Oil and Gas offers an almost guaranteed 12% return for anyone taking a position now

JKX Oil and Gas (JKX) is a company that I’ve followed for a number of years but it has never quite lived up to expectations, nor performed anywhere near as well as its assets on paper suggest that it should have.

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UOG
UOG
PREMIUM CONTENT

With oil and gas prices booming, United Oil shares are trading too cheaply despite its issues - buy

Sometimes I look at a company and think its shares are just too cheap at the current market cap and is pretty much being priced to fail, yet in some cases there certainly doesn’t appear to be anything fundamentally wrong that suggests that to be the situation.

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TXP
TXP
PREMIUM CONTENT

Touchstone remains on track after positive drilling news and there is plenty more to come - Buy

Touchstone Exploration (TXP) is a company that I’ve covered here several times before and which I believe has a lot of potential, and the latest drill results certainly seem to support that still being the case.

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PREMIUM CONTENT

If you're bullish on precious metals, Polymetal offers value and growth potential - buy

If you want to invest in London listed precious metals producers your choice of shares is fairly limited, and has become even more so in recent years following takeovers of a couple of the popular miners.

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I3E
I3E
PREMIUM CONTENT

I3 Energy has turned things around and has plenty of potential to continue heading in the right direction

I3 Energy (I3E) has been a great example of why past failure doesn’t necessarily point to a continuation of that in the future – in the same way that past success doesn’t mean that a company or management team will manage the same again.

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SQZ
SQZ
PREMIUM CONTENT

Buy Serica Energy

Oil has been on a bit of a charge recently and there aren’t any real signs of that strength coming to an end anytime soon, but quite a few of the producers haven’t responded as well as you would expect, in terms of share price movement.

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Gold
PREMIUM CONTENT

Given the lack of choice of silver miners listed non the FTSE, I would look to GoGold, in Toronto, and its strong growth prospects - buy

Whilst I mostly stick to trading and investing in companies that are listed in the UK, in recent times I have started to look elsewhere for potential precious metal producers which look interesting.

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BMN
BMN
PREMIUM CONTENT

Vanadium prices have always been volatile but I believe we are about to enter an up-cycle - buy Bushveld Minerals

I remember when I first covered Bushveld Minerals (BMN) as a buy back in 2016 at around the 2p level, prior to the completion of its asset acquisition, vanadium wasn’t a commodity that you heard mentioned much.

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CEY
CEY
PREMIUM CONTENT

If you're bullish on gold, then you should consider adding Centamin to your portfolio whilst its shares are so cheap

Centamin (CEY) has always been one of my favourite gold producers, and although I may not be as bullish as fellow ShareProphets writer Nigel Somerville, I still expect the metal to do well over the next few years.

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THS
THS
PREMIUM CONTENT

There's a good reason why the Tharisa share price has risen so much - if you want exposure to PGMs, then it's a buy

Private investors are often looking to buy into companies where the share price has fallen, rather than those which are near all time highs, but in some cases that is the opposite of what they should be doing!

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PREMIUM CONTENT

If you're looking to invest in copper, Atalaya Mining should be on your list

Atalaya Mining (ATYM) has been a favourite of mine for a few years now, but seems to be one of those shares which you rarely see mentioned on social media and the bulletin boards. It was formerly EMED. Ring a bell?

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TXP
TXP
PREMIUM CONTENT

The recent drop in the share price of Touchstone Exploration offers a buying opportunity for those able to accept the risks

Touchstone Exploration (TXP) has fallen out of favour with investors in recent days following testing news at one of its wells which the market took badly and caused the share price to drop by more than 30%.

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PREMIUM CONTENT

Good update on the Pharos Energy assets in Egypt - it remains a strong buy

A month or so back I covered an oil company called Pharos Energy (PHAR) as a strong buy and gave my opinion that it was undervalued, and the update today reinforces that view even more.

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ARS
ARS
PREMIUM CONTENT

Asiamet Resources looks in a stronger position post-placing - buy

I recently wrote a piece on. ShareProphets suggesting that Asiamet Resources (ARS) would be carrying out a placing within the next few weeks.

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ENQ
ENQ
PREMIUM CONTENT

EnQuest is up over 50% since I tipped it, but it offers a great leveraged play on the oil price so I would continue to hold

Quite often ShareProphets readers contact us asking for an opinion on a particular company, and I’m always happy to take a look – although there is no guarantee that the conclusions I come to will necessarily be what they wanted to hear about the company!

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PREMIUM CONTENT

Pharos has been one of the worst companies I've owned, but I can't ignore the oil price and have been buying more!

Pharos Energy (PHAR) has been one of the worst stocks that I’ve been invested in – not necessarily in terms of the share price performance, although that has also been awful, but more the way the company has been managed and the amount of money that I’ve seen them waste over the years.

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HUM
HUM
PREMIUM CONTENT

I was wrong about Hummingbird Resources

When it comes to investing, I’ve always gone on the basis that you should always react to new information, not necessarily in terms of buying or selling, but certainly in assessing upside potential and risks – even when that emerges soon after you’ve made a decision as to whether or not a company is worthy of investment.

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HUM
HUM
PREMIUM CONTENT

Hummingbird Resources is well positioned to benefit from high gold prices despite the risks in Mali - speculative buy

Mining companies often operate in parts of the world that you definitely wouldn’t consider to be safe or politically stable, but despite that many of them operate fairly smoothly and rarely have major issues when it comes to their mines.

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TXP
TXP
PREMIUM CONTENT

Touchstone Exploration is up 900% since I tipped it as a buy but I am not telling you to sell

People often try to tell me that it isn’t possible to make money by actually investing in AIM oil and gas companies and that they are only worth trading, but I would have to disagree based on some of those that I’ve picked out over the years as having long term potential.

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SQZ
SQZ
PREMIUM CONTENT

Now is a great time to buy back into Serica Energy as production is due to expand

As any regular readers here will know, I’ve been a fan of Serica Energy (SQZ) for many years and during that time have watched it grow into a mid-tier oil and gas producer, and I believe that now is the time to consider investing in the company once again.

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GKP
GKP
PREMIUM CONTENT

If Gulf Keystone can achieve its planned production expansion, longer term investors will do very well indeed here

This year a lot of private investors seem to have been focussing on any stocks even loosely associated with Covid, plus those in the tech sector, and more recently mining has also seen a resurgence, gold in particular, but oil and gas has very much remained unloved and out of favour. That gives you a great opportunity and this is no fisherman’s tale…

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PREMIUM CONTENT

I don't like the Block Energy assets or management, but the latest placing could offer a trading opportunity

Block Energy (BLOE) is typical of so many AIM listed oil and gas companies, which sound great on paper but usually have spent years failing to live up to expectations whilst burning through considerable amounts of cash in the process.

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UJO
UJO
PREMIUM CONTENT

No reason to sell Union Jack shares prior to completion of the West Newton side track drill...in fact

Whenever a smaller oil company is drilling a well these days you pretty much have to expect the share price to get hammered unless they announce a substantial find that exceeded market expectations, and that is exactly what hammered to Union Jack Oil (UJO) this week.

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SHG
SHG
PREMIUM CONTENT

Shanta Gold remains a buy following fundraising and with production increases to come in the future

Back in August I wrote about Shanta Gold (SHG) as being worth a look at around the 16p level, and with a chance of a good profit over the coming months.

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AAZ
AAZ
PREMIUM CONTENT

Conflict in Azerbaijan seems unlikely to escalate and is presenting a good opportunity to buy shares in Anglo Asian Mining

Unexpected negative events, especially geo-political ones, can present great buying opportunities at times, as the market tends to severely over-react, even when there is no immediate specific impact on a company itself. 

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HUR
HUR
PREMIUM CONTENT

Today's news looks like the final nail in the coffin for Hurricane Energy equity holders

Hurricane Energy (HUR) promised so much but it looks like it will end up joining the long list of failed companies in the natural resources sector following recent updates, including the interims today.

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I3E
I3E
PREMIUM CONTENT

I3 Energy has a terrible track record, but following significant investment by IIs, is it worth another look?

The level of trust that you have in the management of a company can often play a big part in your willingness to invest.

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SHG
SHG
PREMIUM CONTENT

Shanta Gold is working to increase reserves and production – speculative buy

Gold is all the rage at the moment and looks set to remain strong, even if we do see some pullbacks or it not advancing to the price levels that some are predicting. So, it is no surprise that there is so much focus at the moment on any company operating in the gold sector, either producing or even just early stage explorers. With such a big recent rise in the gold price, many miners have followed it upwards, so if you are only just getting into gold now, the trick is to try and find value, and if something does look cheap, to understand why it might be trading at a lower market cap than you would expect. One ShareProphets reader has recently asked me to take a look at Tanzanian gold producer Shanta Gold (SHG), as to him it seemed relatively cheap and he wondered if there was a good reason for it being so…

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HGM
HGM
PREMIUM CONTENT

Highland Gold has been a great investment, but it's now time to sell as I don't see a better takeover offer coming

Regular readers here will know that I’ve been a fan of Russian gold miner Highland Gold (HGM) for quite some time and it has been my share of choice for exposure to the yellow metal, and one which I hold myself. I covered it as a buy at 227p back in late February, and then again at 222p very recently as one of my tips for the MineProphets event, so I was clearly very bullish on it and especially so given the steeply rising gold price we have seen of late…

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PPC
PPC
PREMIUM CONTENT

If President Energy doesn't recover, then unlike most AIM outfits, chairman Peter Levine has the most to lose!

Just because a company has traded at much higher share price levels it doesn’t mean that it will do so again, and that is particularly true of oil companies at the moment.

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I3E
I3E
PREMIUM CONTENT

i3 Energy looks likely to survive if its acquisitions go ahead, but at what cost to existing shareholders?

I had been wondering when further news would come from i3 Energy (I3E) and these week two significant RNSs dropped on the same morning, which ultimately led to shares being suspended for the foreseeable future.

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ARS
ARS
PREMIUM CONTENT

Copper is showing strength and Asiamet finally look to have a project partner onboard - speculative buy

So far Asiamet Resources (ARS) has been fairly typical of many small AIM resource stocks, in that it has largely failed to live up to expectations and has had to keep raising money at ever-lower prices over a number of years.

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JKX
JKX
PREMIUM CONTENT

JKX looks a bargain at the current price with no debt and decent reserves

There is a lot of focus on oil companies of all sizes at the moment, with many investors speculating on their future recovery now that commodity prices have improved, but I would probably be more focussed on those which largely produce gas.

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I3E
I3E
PREMIUM CONTENT

BREAKING: I3 Energy has acquired assets which make a massive operating loss - this is insanity

As usual the bulletin boards seem to be flooded with people saying what a great deal I3 Energy (I3E) has just secured, having announced today that it had acquired Toscana Energy Income Corporation (TEIC).

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HGM
HGM
PREMIUM CONTENT

Gold looks set to remain strong and Highland Gold is my favourite producer

Gold stocks seem to be very much on the radar at the moment, with the price of the yellow metal looking very strong against a back-drop of worldwide concerns over coronavirus and investors looking for a safe haven.

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PREMIUM CONTENT

A persistent seller of illiquid Pharos Energy shares is providing a buying opportunity at a knock-down price

Looking at the chart for Pharos Energy (PHAR) I wouldn’t blame you for coming to the conclusion that it is best avoided as it has been on a steady downwards trajectory for several years and with little sign of any relief.

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PREMIUM CONTENT

Pembridge Resources looks incredibly high risk and with no margin for error - avoid

Pembridge Resources (PERE) today issued a production update for the latest quarter up to the end of 2019, and based on the figures contained within that, many are struggling to understand why the company isn’t valued more highly.

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HUR
HUR
PREMIUM CONTENT

Hurricane Energy looks to offer a long-term investing opportunity, and without the risks that existing holders have had to take!

Hurricane Energy (HUR) is a company that I have been bullish on ever since first covering it as a buy back in June 2014, but things haven’t worked out particularly well for anyone who has been invested since that time. This is rather unfortunate, as from an operational point of view it has performed amazingly well, better than anyone could really have hoped for, and is an example of how an AIM oil explorer can sometimes succeed and take a large discovery all the way through to production. Unfortunately for longer term holders though, that has proved costly in terms of dilution to enable to company to retain 100% of its Lancaster field...

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I3E
I3E
PREMIUM CONTENT

I3 Energy strikes oil at Liberator but I don't view it as being a positive outcome!

I3 Energy (I3E) is a company which I had high hopes for and have continued to keep the faith with despite being far from happy with the way that the board of directors has handled things during the current drilling campaign. Having screwed up the first Liberator pilot well, which was supposed to have determined the location for a first production well next year on its North Sea licence, and then operationally redeemed itself to some extent by striking oil during an appraisal of its nearby Serenity licence area, and proving that to be an extension of the adjacent Tain field, all eyes have been on the second Liberator pilot drill...

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I3E
I3E
PREMIUM CONTENT

Why I'm happy to continue holding I3 Energy based on the current risks and potential reward

I3 Energy (I3E) has certainly had its share of ups and downs during its current drilling campaign, but I can still see the potential for shares in this to come good.

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EUA
EUA
PREMIUM CONTENT

Some crazy valuations are being given for Eurasia Mining - given its lack of reserves!

Eurasia Mining (EUA) is a company that I’ve been following for the past five years or so, but during that time, other than the occasional spike, the share price has done very little, and up until a few days ago you could have bought for around the same price as when I first covered it. The share price has more than tripled in the last few days though, to a current level of around 1.9p, following news that the company has engaged two large banks to help it assess the possibility of selling its assets and basically becoming a cash shell under AIM Rule 15...

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ENQ
ENQ
PREMIUM CONTENT

EnQuest is showing long term recovery potential - speculative buy

There seem to be a number of mid-sized oil producers which have fallen out of favour with investors for quite some time now, and I’d definitely have to include North Sea-focussed EnQuest (ENQ) high up on that list...

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PPC
PPC
PREMIUM CONTENT

President Energy can weather the ongoing wider economic problems in Argentina – speculative buy

President Energy (PPC) has taken a hit recently based on the fact that the bulk of its current oil and gas production comes from Argentina – but longer term that could present a buying opportunity...

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PMG
PMG
PREMIUM CONTENT

Despite the related party transactions Parkmead Group is a BUY

I’ve always been a fan of Parkmead Group (PMG), but after the last couple of RNSs there have been for this company, I can’t help wondering if my faith in it to succeed may have been misplaced.

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RRE
RRE
PREMIUM CONTENT

My RockRose tip is up nearly 450% but I wouldn't be rushing to cash in just yet

RockRose Energy (RRE) has been one of the real success stories amongst smaller oil and gas producing companies in recent times and has grown its business at an incredible rate via a number of acquisitions. It has come an awful long way since I first covered it as a buy here back in April 2018 at around the 350p level, and today it relisted following a deal which constituted a reverse takeover of the Marathon UK and Marathon West of Shetland assets for $140 million. Currently it is trading at around the 1,900p level with a market cap of circa £240 million, representing a profit of nearly 450% for anyone who followed my original buy recommendation...

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PREMIUM CONTENT

Block Energy needs to prove the longevity of its operations by increasing reserves - currently it looks expensive

There is often an argument for letting your winners continue to run, but in the case of many natural resource stocks listed on AIM you are often better off taking a healthy profit whilst it is on offer.

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SDX
SDX

SDX Energy– Morocco is about Exploration drills - thanks for the confirmation!

I reviewed SDX Energy (SDX) Morocco and Egypt operations last Friday. I was not expecting the company to respond so quickly with updated information, but I’m sure it’s just a coincidence.

SDX
SDX
PREMIUM CONTENT

SDX Energy– Is Egypt going to save the company?

Earlier, I reviewed  the SDX Energy (SDX) Morocco gas operation and concluded it’s got some serious issues. But what about Egypt and that oil production? And that great future in South Disouq? Well I’m not sure it get much better in Egypt. This is a SELL and run for the hills and don’t look back in my book.

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SDX
SDX
PREMIUM CONTENT

SDX Energy– Morocco high margin gas – Is it more hot air than gas?

Until recently SDX Energy (SDX) looked in great shape with Egypt oil and Morocco high margin gas following the Circle Oil deal and South Disouq gas production due on stream. Then seemingly out of the blue, on 17th May, we were told that the CEO is taking a long walk from a short plank, production forecasts were cut and projects delayed. What happened? I think I can see the answer, and why it could be a while before things change.

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ASO
ASO

I was wrong about Avesoro - it is now uninvestable after the latest update

A lot of the time there is very little that you can do to avoid bad news coming out of the blue, and even less so where the directors of the company have previously tried to make out that the situation is far more positive than the reality. That would definitely seem to be the case with African gold miner Avesoro Resources (ASO), and if anything proves that I should stick with my gut feeling when something doesn’t quite feel right about a company...

I3E
I3E
PREMIUM CONTENT

Great news for I3 Energy – & I will continue to hold my shares

I3 Energy (I3E) has had a bit of a bumpy ride of late, largely thanks to some untrue rumours which were being spread by certain individuals on social media, but the uncertainty has now been resolved following the latest news from the company...

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ASO
ASO
PREMIUM CONTENT

Avesoro Resources is a speculative buy at the current share price

Avesoro Resources (ASO) is a good example of what can happen to a share where there is a forced seller and generally low liquidity in the trading of the shares.

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SXX
SXX
PREMIUM CONTENT

Sirius Minerals continues to make progress but the market doesn't like the funding deal

Large mining projects often take a long time and huge amounts of investment before they finally come to fruition and actually start producing the raw material and a revenue stream. During that time the share price can experience a lot of volatility and I remain to be convinced that the majority of PIs have the patience to invest long term in this type of company, and in some cases there is an argument for buying in closer to production once everything has been sorted out and financing has been finalised...

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I3E
I3E
PREMIUM CONTENT

I believe that I3 Energy has potential, so I've bought some myself

Smaller North Sea oil and gas companies seem to be out of favour, as investors go chasing big profits in riskier, less proven parts of the world, but more often than not the outcome tends to be heavy losses on these types of outfits.

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AAZ
AAZ
PREMIUM CONTENT

Anglo Asian Mining looks to have the potential to grow into a mid-tier producer - long term buy and hold

Gold, silver and copper are all metals that I am bullish on at the moment, so Azerbaijani miner Anglo Asian Mining (AAZ) fits the bill perfectly in covering all three of those.

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CEY
CEY
PREMIUM CONTENT

The market has vastly over-reacted to Centamin's results - it remains a long term buy for me

The market has been slaughtering even the larger companies over any sort of disappointing results recently, but for me that further strengthens the argument to buy shares in Centamin (CEY).

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PREMIUM CONTENT

Fortuna bad news could present a speculative buying opportunity in Ophir - but be careful as you're gambling on a Medco offer still being made

Over the years I’ve been a fan of Ophir Energy (OPHR), but it is one that I have got completely wrong and during that time it has done nothing other than to disappoint investors, whilst its value has steadily been eroded.

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TXP
TXP
PREMIUM CONTENT

Touchstone has production and exploration upside, although funding could prove to be an issue - speculative buy

These days I tend to avoid oil companies at the bottom end of the AIM market as usually the risks aren’t worth the rewards, and the majority of them do nothing but fleece investors over a number of years without ever achieving anything of note.

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ARS
ARS
PREMIUM CONTENT

Asiamet Resources is a long term speculative buy with large upside potential

Asiamet Resources (ARS) is one that I have been wrong about in the past, as I wasn’t expecting the share price to drop as low as it has done, but that has been part of a more general trend amongst the AIM resource stocks that aren’t currently generating any revenue.

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HGM
HGM

Highland Gold will shine if gold shows continued strength

Gold has been showing signs of strength of late and moving forwards into 2019 I would definitely be looking to have some in your portfolio, with an equity position in a gold producer being the best option.

CNE
CNE
PREMIUM CONTENT

Cairn Energy will see rapid production growth in the coming years - buy

A brief look at Cairn Energy (CNE) would leave many wondering how on earth the company can be worth its current market cap of more than £1.15 billion. Especially when you consider that although it is an oil producer, in H1 2018 it only averaged 14,400boepd, and there are many others on the market producing those sort of quantities with much lower market valuations. What you would be missing though is the fact that this company has huge future growth potential, both from increased production from its existing Kracken and Catcher operations in the North Sea, but far more importantly from the future development of the SNE field in Senegal and Nova in Norway.

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SIA
SIA
PREMIUM CONTENT

I find it hard to understand why SOCO International is so cheap - buy

Sometimes it is hard to fathom why a company with strong fundamentals continues to be unloved by the market, and for me that is very much the case with SOCO International (SIA) at the moment, and has been for some time now. Lately the share price has slipped and is now trading at around the 88p level, and whilst it has bounced around 10% from the recent low of 80p that we saw, it still seems incredibly cheap at a market cap of just over £300 million, especially when you consider the current strength in oil prices.

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PREMIUM CONTENT

Tlou Energy has the ingredients in place to be successful - speculative long-term buy

In Africa things always tend to take far longer than people expect, and even more so when it comes to anything in the natural resources sector. Interest in, and the share price of, Tlou Energy (TLOU) seems to have waned and I think that has largely been as a result of some having far too optimistic timescales with regards to the company’s coal bed methane project at Lesedi, in Botswana.

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RRE
RRE
PREMIUM CONTENT

Rockrose continues to impress with its rapid expansion - buy

With oil prices remaining buoyant and this trend looking likely to continue going forwards, there are still plenty of opportunities to invest in companies in this sector.

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PREMIUM CONTENT

Atalya offers good exposure to copper plus has plenty of growth potential

Spanish copper miner Atalya Mining (ATYM) has seen its share price drop back recently, but then the situation has been similar on most producers in this sector and has come as a result of weakness in the commodity price rather than anything company specific.

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HUR
HUR
PREMIUM CONTENT

Great deal for Hurricane Energy - buy

All of the focus has been on Hurricane Energy’s (HUR) Lancaster licence, and although its other assets looked very good I wasn’t expecting further progress quite so quickly.

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RRS
RRS

Why I would add more Randgold Resources whilst it is relatively cheap

When a sector is showing weakness it can be tempting to sell up and move into something else, but often if you are in for the longer term then this is actually the time to be adding to your investment.

HUR
HUR
PREMIUM CONTENT

Why I think Hurricane Energy really is worth nearly £1 billion and maintain a conviction buy

Regular readers of ShareProphets will know that I am usually very wary of any natural resources company that isn’t actually producing anything, especially if they are valued in the hundreds of millions.

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PREMIUM CONTENT

Block Energy has interesting assets and is funded - speculative buy

These days it often seems to be the case that if you are interested in a new IPO, it is better to wait until that company has listed and the dust has settled, as often you will get a chance to buy in cheaper than those taking part in the initial fundraise. Block Energy (BLOE) looks to be one such outfit and the timing of its listing looks good, with the oil sector showing strength, plus there is plenty of potential from gas as well.

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RPT
RPT
PREMIUM CONTENT

Regal Petroleum continues to perform strongly operationally - buy

Regal Petroleum (RPT) has seen a huge increase in its share price during the past year, and I know that always makes some investors wary, but a lot has changed during that time, both for the company itself and the area in which it operates.

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ASO
ASO
PREMIUM CONTENT

Avesoro Resources - strong performance is set to continue: the shares are a buy

It often pays to be wary of companies that haven’t lived up to expectations in the past, but there are exceptions to that if the company fundamentally changes, especially if conditions in the market in which it operates also improves at the same time. 

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RRE
RRE

RockRose Energy makes yet another acquisition and shows that it means business

I’m surprised by the seeming lack of interest amongst private investors when it comes to RockRose Energy (RRE), as even amongst those who focus on oil and gas stocks, this isn’t a company which you see being mentioned on social media and the bulletin boards.

SQZ
SQZ

Time to think about banking a 1,100% profit on Serica Energy

Serica Energy (SQZ) has been one of my best performing share tips ever, but following recent developments now would seem to be a good time to bank some profit, if you haven’t already done so.

HUM
HUM

Hummingbird Resources commences commercial gold production - buy

There is fairly limited choice when it comes to UK listed gold producers, so it is good to see another option in the form of Hummingbird Resources (HUM), which has just declared that commercial production has commenced at its Yanfolila mine.

HUR
HUR

Hurricane Energy is nearing first production, buy for the rise

When it comes to anything on the operational front amongst smaller companies in the oil sector you tend to pretty much expect some delays and the directors are often over optimistic when it comes to timelines for delivering certain milestones.

HGM
HGM

For some cheap exposure to gold, take a look at Highland Gold Mining

Given what is going on in the markets and world in general at the moment, it would seem silly not to have gold featuring somewhere in your portfolio.

CNE
CNE

Buy the dips on Cairn Energy

Cairn Energy (CNE) is one of a number of oil producers which look to be unloved by the market currently, but I would expect that to change in the future. In recent years the company has had impressive amounts of reserves on its book, but has now moved to the stage where it is producing from several of those fields, and with more to come in the near future.

SIA
SIA

Confirmation of a merger deal would be great news for SOCO International

When SOCO International (SIA) announced a possible merger the market seemed to take the news well, but ever since then the share price has been on the slide and it looks like this could be a good buying opportunity.

PMG
PMG

Increased stake in GPA is good news for Parkmead Group: Long Term Buy

I can understand why longer term investors in Parkmead Group (PMG) may be somewhat unimpressed with the performance of the share price recently, but the company itself is continuing to make good progress. I hold shares in the company myself, and whilst the share price has generally been trading in the mid-30p to low-40p range, in spite of the strength that the oil price has been showing in recent months, I’m happy to remain invested and see how things unfold in the coming months and years.

SDX
SDX

Why have i been buying more shares in SDX Energy?

It can be difficult just buying and holding a share at times, especially when nothing is really happening with the share price and many of its peers are seeing large rises.

Savannah Petroleum acquisition looks good value - buy

Whenever a relatively small oil and gas company manages to raise a substantial amount of money it gets my attention, especially when you consider what the market has been like for this sector in recent times.

SXX
SXX

Sirius Minerals has great long term investing potential

Sometimes investing takes a lot of patience, but if you are in at a fairly early stage and are prepared to hold long term, then you can reap the rewards whilst others are left wondering why they never bought any shares whilst the price was still relatively cheap.

RRL
RRL

Why I would still avoid Range Resources

Those who have been around the AIM market for a while will probably remember a company called Range Resources (RRL), and its infamous CEO Peter Landau.

CEY
CEY

When gold bounces Centamin will shine

Gold has been very difficult to read lately, with a lot of the swings making very little sense in the context of the events that have been driving them.

SQZ
SQZ

Deal with BP is exactly what Serica investors had been hoping for - BUY

Given that I have closely followed the Serica Energy (SQZ) story here closely over the last few years, and in light of the news this week, I felt that I should give my current thoughts on it.

Zanaga is years from production and the shares are now overvalued

The typical life cycle of a small mining company from initial discovery of a resource through to eventual production tends to feature lots of peaks and troughs along the way as various stages are reached.

HUR
HUR

Why Hurricane Energy remains a conviction buy

Hurricane Energy (HUR) remains a favourite of mine amongst the AIM listed companies which have appraised assets and booked reserves, and I think it is one of the few which will make it into production in the near future, and has the potential to grow much larger.

PMG
PMG

Parkmead Group looks very cheap - buy

Often the valuation of resource companies on the AIM market seems to revolve more around how popular they are amongst private investors, than having much to do with the progress that they have made, and how well they are likely to do in the future.

SLP
SLP

Sylvania continues to deliver a strong performance - buy for the longer term

Sylvania Platinum (SLP) is a company which I’ve followed for quite some time and hold shares in myself - and I view today’s unexpected acquisition news as being positive for the company moving forwards.

PMG
PMG

Parkmead Group has the potential to succeed in the long term

Usually it takes far longer for companies to move forwards operationally than the majority of investors expect, and it is at times when most people have become bored and moved on elsewhere, that opportunities can present themselves.

HUR
HUR

Hurricane deal disappoints investors, but is it really that bad?

Hurricane Energy (HUR) is a company that I have followed closely, and have been invested in at various times, since it first floated on the AIM market, and it has come a long way since then.

Mosman Oil & Gas over-reacts to very average news at best!

Private investors often seem to have very short memories, and although many have previously been badly burned by putting money into Mosman Oil and Gas (MSMN), some were flocking back into the company again today, sending its share price rocketing.

RRS
RRS

Another good update from Randgold Resources - still a buy

I have been a fan of Randgold Resources (RRS) for a long time and the latest update from the company continues to support my bullish view here.

AAU
AAU

Ariana remains a buy after resource update

I recently wrote a piece HERE expressing my surprise that the share price of Ariana Resources (AAU) had failed to react positively to good news, so it probably shouldn’t have come as a surprise that a decent update on its resource actually resulted in the share price closing slightly lower.

AAU
AAU

Surprising lack of interest in Ariana

Given that the company is now producing gold, I’ve been somewhat surprised by the lacklustre response that the market has given Ariana Resources (AAU) since that news came.

SXX
SXX

Sirius Minerals will offer cheaper buying opportunities

Sirius Minerals (SXX) has made good progress with its polyhalite fertiliser project so far and ultimately it will also be of benefit to the UK economy, but I struggle to see the share price going much higher in the shorter term.

RRS
RRS

It's time to buy Randgold Resources for a continued gold bull run

Gold has been showing signs of weakness but I am yet to be convinced that this is justified and I think the market has over-reacted, which means that there are some good opportunities around for gold bulls.

OMI
OMI

Orosur Mining is one of the better gold plays on AIM

When it comes to smaller AIM listed gold producers, then Orosur Mining (OMI) looks to be one of the better ones around...

SLE
SLE

Oil's Well that Ends Well - Stand By for A Rising Price

Hello Share Scuffers. As I write the price of Brent crude is $47.62 dollars a barrel. That is lower than recent days when the price crawled back above $50. However, the trend is up and after reaching a nadir of $38 dollars a year or so ago, well the current oil price is a lot better now than it was.

OMI
OMI

Orosur Mining – Excellent work done on the ground, but when will shareholders be rewarded?

Orosur Mining (OMI) is one of the higher-quality gold plays on the market. It operates the only gold-producing mine in Uruguay, where it has controlled costs and produced some excellent results in recent years. But this morning brings news that an NED has almost halved his stake, which reminds me of the bear case here.

RPO
RPO

Picking Ruspetro?! Have I lost my mind?! We'll see...

A cursory glance at Ruspetro (RPO) would probably be enough to put off a lot of people. The share price has performed badly since the middle of 2012, and although a lot of AIM oil shares have suffered similar fates, Ruspetro has shed over 90 per cent of it value in those two years.

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