Results

Central Asia Metals looks a great longer term investment in copper

Published 16 hours ago

On the AIM market these days it seems as though many would far rather buy into the latest pump and dump on a piece of junk, than invest in a company that is actually running its business properly and making money. The problem with putting your money into junk is that at some point true value normally shines through and the resultant share price crashes can be spectacular.

Will UK Oil and Gas ever produce large amounts of oil onshore in the UK? Er... sell!

Published 9 days ago

I haven’t looked at UK Oil and Gas (UKOG), and more specifically the Horse Hill oil field, for quite a while and a lot has changed in the meantime, so I thought it about time that I revisited it.

Silver is due a bounce - Hochschild will benefit

Published 16 days ago

Silver has been incredibly volatile this year with large swings, but it is now back at a level where I can see a good chance of a bounce coming, and that in turn offers upside on producers of the precious metal.

Sylvania Platinum looks to offer great long term value

Published 35 days ago

As long as there is nothing fundamentally wrong with the company itself, then with any leveraged play on commodity prices, which is basically what many producers are, the time to be buying is when the price of the underlying commodity is near the bottom of a cycle. It is usually hard to judge exactly where the bottom is going to be but, when it comes to platinum, I think we are nearing that area.

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

Published 38 days ago

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.

DCD Media – 2016 results argue “measures… will ensure that the business can deliver value”. Will they?

Published 50 days ago

An 11:26am results announcement from tv distribution and production group DCD Media (DCD). Hmmm, why not a standard 7am release? Let’s take a look…

Petrofac can still recover after recent bad news

Published 55 days ago

Petrofac (PFC) has seen its share price get absolutely hammered in recent weeks, and although some will probably think I am mad, I can see a buying opportunity here at these levels.

Another good update from Randgold Resources - still a buy

Published 75 days ago

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.

Orosur looks under-valued as gold shows continued strength

Published 93 days ago

Orosur Mining (OMI) certainly isn’t amongst the more popular resource stocks on AIM and trading volumes are often verging on non-existent, but I believe that many are missing an opportunity here as they go chasing rainbows with companies that are years away from production, assuming they ever actually get to that stage!

Atalaya Mining offers a speculative play on copper prices rising further

Published 99 days ago

Copper has remained volatile in recent weeks, but is still showing far more strength than we’ve seen in the last couple of years, and I think the upward trend will continue. There are still some concerns about a potential drop in demand, but at the same time we’re not seeing many new copper projects reaching production and I can see further shortages in supply going forwards, barring a worldwide economic meltdown.

Ariana – landmark first gold/silver pour at Kiziltepe

Published 118 days ago

AIM-listed gold and silver in Turkey play Ariana Resources (AAU) has announced the first gold/silver pour at its new joint venture Kiziltepe plant in Turkey. It has been a long road but this marks the moment when Ariana completes the transition from explorer to producer – cracking news for head honcho Kerim Sener and his team. So what now?

Lekoil offers plenty of longer term upside

Published 122 days ago

Many AIM oil companies promise the earth, yet in most cases are still no nearer to actually producing anything despite a number of years having passed since their initial discoveries, so it is refreshing to see that there are exceptions to this trend.

You'll struggle to find a better copper play than Central Asia Metals

Published 136 days ago

Copper has been showing some signs of weakness in the past week or so following an unstoppable rise from around $2/lb during the early part of 2016, and despite the pullback it is still trading much higher, at around $2.62/lb, as I write this piece.

Ariana – company chat clearing up a few misunderstandings

Published 155 days ago

I said at the weekend that having several times met Kerim Sener, MD at AIM-listed Ariana Resources (AAU), I felt that he was the exception to prove Mark Twain’s rule. In recommending Ariana (1.85p on the offer at the time, so I’m happy to see the shares now on a spread of 2p -  2.15p) my view was that plant completion, production and therefore cashflow were imminent. We’ve had the completion RNS and we now await the paperwork to allow everything to roll. But who gets first dibs at the bunce?

Ariana – good news: construction complete. Now for paperwork….

Published 157 days ago

Great stuff this morning from AIM-listed Ariana (AAU). The last bits of work to get the mining plant at Kiziltepe were indeed completed during the 10-day window of improved weather as previously indicated by the company, and as I had speculated at the weekend. Red Rabbit is ready to roll - now it is down to the final paperwork trail and then it is all systems go. The transition from pie-in-the-sky explorer to gold/silver production and cash-flow is almost complete.

Ariana – a buy as we await that production RNS

Published 159 days ago

Ariana Resources (AAU) is on the cusp of announcing the commencement of gold and silver production from its Kiziltepe mine, part of the Red Rabbit project in Turkey. But for recent extreme weather conditions it would be there already, but the signs are that the big news of final completion and the move to production are imminent and I expect the shares to react positively when the RNS is finally released containing the word “production”.

Serica remains a buy despite recent strong gains

Published 187 days ago

Usually when shares in a small AIM company has risen by nearly 300% from the level where I recommended it as a buy, I would be advising to take your profits before the almost inevitable retrace that so many suffer from.

Premier Oil looks to offer more risk than reward at the current share price

Published 191 days ago

Like many producers, Premier Oil (PMO) has been struggling with debt since the oil price crashed a few years back. Some have managed to refinance the debt on their balance sheets, but for Premier the process has been dragging on for far longer than many expected and hasn’t exactly helped sentiment surrounding the company. Following today’s update though it looks as though that is finally about to be resolved.

Tungsten is yet to recover but Wolf Minerals is worth a look

Published 196 days ago

Many commodities have enjoyed significant recoveries in price during 2016, but tungsten hasn’t been amongst them and isn’t far off of the lowest levels seen during the past decade.

Pittards – not a wonderful time of the year here AGAIN, profit warning…

Published 212 days ago

This does not seem to be a wonderful time of the year for leather goods producer Pittards (PTD). In 2014, there was shocking news it didn’t tell of, last year a 23rd December “materially below” expectations profit warning and this year we now have a “Situation in Ethiopia and Trading Update” announcement. As you may have guessed, it ain't good...

New mine coming online should give Orosur a boost

Published 222 days ago

Orosur Mining (OMI) remains one of my favourites amongst the small gold miners listed on AIM, and I now hold shares in the company myself, hopefully awaiting a turnaround in the price of gold.

Mosman will crash back to earth after a ridiculous share price rise!

Published 254 days ago

Even with all of the other craziness in the markets, the ridiculous share price rise in Mosman Oil and Gas (MSMN) still managed to stand out!

KEFI Minerals has been hit by short-termism but remains a buy

Published 257 days ago

Short-termism seems to be even more prevalent amongst AIM investors these days than I can ever remember previously, and this is having an impact on the share price of any company that has any sort of delay to its business.

Rockhopper still has potential but you will need patience

Published 275 days ago

Oil still has a long way to go before it is at a healthy level for many oil companies, but the recent rise back above $50 a barrel certainly seems to be creating some interest in the sector, at least for the time being.

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

Published 306 days ago

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.

Metals Exploration – A golden dawn really due to break

Published 316 days ago

An aborted attempt to take the company private, typhoons, a nightmare fear of political intervention and nervous creditors threatening to pull the plug, there has been little left to the imagination for shareholders, or what’s left of them, to endure at Metals Exploration (MTL).

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

Published 319 days ago

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.

The Blue Moon of Josephine May Bring You Luck - with Petra Diamonds.

Published 331 days ago

Hello Share Shufflers. There’s been a lot of commendation for gold miners on this splendiferous website. And quite rightly, as many of them have put on impressive share value in the continuing uncertainty about currencies, Brexit, QE and so on. But if the value of gold rises, so should the price of silver, platinum and precious stones. So let’s not forget diamond miners like Petra Diamonds (PDL).

KEFI making progress towards funding which will cause a re-rate

Published 356 days ago

Gold has definitely been one of the best sectors to be in so far in 2016, and whilst I’ve mainly been sticking to those companies in production, there are several smaller AIM listed outfits that are close enough to that stage to have gotten my interest.

DCD Media – follows no-one watching o'clock "business update", with no-one watching o'clock results

Published 414 days ago

Following a true 'no-one watching o'clock’ “Business Update” from DCD Media (DCD), it has followed suit with the results announcement – with a 4:10pm release. I wonder why...

Time to bank some profit on Lonmin

Published 419 days ago

Lonmin (LMI) shares have had a fantastic run since the start of the year, but if you haven’t already cashed in now might be the time to start thinking about it.

Bushveld Minerals deal looks good - speculative buy

Published 432 days ago

Vanadium isn’t a metal that I am that familiar with, but it is found in many everyday items where it is commonly used as an additive to steel to manufacture things such as gears, or anything else that needs to be wear-resistant, and more recently in batteries to store energy.

Plexus Holdings – new funds to accelerate Russia rollout or keep lights on?

Published 451 days ago

Plexus Holdings (POS) has announced it is working on a licence agreement to enter the Russian and other CIS states’ surface land and platform production wellhead equipment markets and has raised $5 million of new equity “to support tailored research and product development and the company's sales and marketing efforts in Russia and other territories worldwide as well as for general working capital requirements”. Hmmm…

Range Resources – back from the dead?

Published 775 days ago

This morning, Range Resources (RRL) returned from its self-imposed six-month suspension. As of writing, the stock is up 70.7% at 0.96p. After the issue of 650million shares to Sibo, for the £5.2million lifeline announced last week, Range will have 5.77billion shares. This values the company at an eye watering £53million and leaves only one question. Has the market lost its mind?

Exploration progress for Jim Mellon's West African Minerals

Published 1087 days ago

Many iron ore bosses are wringing their hands at its price halving in three and a half years. But Anton Mauve, managing director of Jim Mellon's Isle of Man-based West African Minerals Corporation (WAFM) is not one of them, even though these woes have sent the AIM-quoted iron ore explorer’s shares down from 32.75p to 5.88p over the past year, for a stock market value of £22.1 million. Following encouraging exploration results at West African’s properties in Cameroon and Sierra Leone, Mauve, a former head of Lonmin Platinum, declares ‘the gloom makes us happy’. But why?

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