Investing in High Reward Opportunities

This is InvestingStrategy, where we cover high risk small cap shares in the mining and biotech sectors, with a sprinkling of relevant macroanalysis.

What’s going on with Technology Minerals?

The stock tanks and then soars. Shenanigans are afoot. Here’s my quick thoughts on what is really going on. At some point, I plan to cover TM1 as part of an Edit piece, but for now, I wanted to take 10 minutes and have a look at the share price action in 2024. First things…

Keep reading

Kodal Minerals: what happens now?

The following part of the article was updated March 7, 2024: Kodal Minerals is rising once again — long term investors will now wait patiently. Here’s why. In the junior resource sector, there are a handful of simple investing ‘rules’ that are easy to follow. One of these is to buy shares in companies that…

Keep reading

Mining

Technology Minerals shares

What’s going on with Technology Minerals?

The stock tanks and then soars. Shenanigans are afoot. Here’s my quick thoughts on what is really going on. At some point, I plan to cover TM1 as part of an Edit piece, but for now, I wanted to take 10 minutes and have a look at the share price action in 2024. First things […]
Empire Metals

Empire Metals: an alternative perspective

Empire Metalsrocketed last year after increasingly assured Pitfield announcements. But the sell-off thereafter may be justified. 2023 was not kind to the junior resource sector. But a handful of companies managed to buck the trend — with Empire Metals shares rising sharply from under 2p at the start of last year to as high as […]
Jubilee Metals

Investing Strategy: The Jubilee Metals Edit

In my quest to cover every growth stock with an interest in Zambian copper, there’s an obvious first pick. Enter Jubilee Metals. Good morning. Welcome to this week’s Edit. This article is designed to be a comprehensive summary of an investment case in a few thousand words — calculated so that an investor with no […]
Verticante Minerals

Verticante Minerals: when is 35% really 87%?

First there was a mistake. Then there was negligence. This is something else. It’s perhaps a fairly damning investment environment when an article entitled ‘Is the AIM market an unregulated mess?’ was one of the best-read pieces on Investing Strategy in 2023. In that editorial, I noted that (among many other egregious examples) AIM-listed Verticante […]

The buyout targets of 2024

Everyone loves a good buyout. These are the companies from across the value chain that I think could be targets in 2024. When Mars bought Hotel Chocolat, I…

Disney shares: the bull case for 2024 and beyond

Disney shares are heavily undervalued and are my top blue chip pick for 2024. Here’s why. Longtime readers at Investing Strategy will know my investing strategy for excess…

Investing Strategy: The Chill Brands Edit

Chill Brands is growing exponentially — and the story is just getting started. Here’s what you need to know. Chill Brands (LON: CHLL) is perhaps one of the…