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.

Investing Strategy: The Xtract Resources Edit

Xtract’s Zambia exploration JVs could bear fruit soon, while the economics at Bushranger continue to improve as copper soars. And with Manica sold, it remains cashed up to deliver. Good morning, and welcome to this week’s EDIT — a series of articles in which I attempt to concisely explain the comprehensive investment case for a…

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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…

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Mining

The Xtract Resources Edit

Investing Strategy: The Xtract Resources Edit

Xtract’s Zambia exploration JVs could bear fruit soon, while the economics at Bushranger continue to improve as copper soars. And with Manica sold, it remains cashed up to deliver. Good morning, and welcome to this week’s EDIT — a series of articles in which I attempt to concisely explain the comprehensive investment case for a […]
Galileo Resources

Investing Strategy: The Galileo Resources Edit

Galileo Resources is advancing multi-commodity properties across a diverse portfolio, including promising copper assets in Zambia. Welcome to this week’s EDIT, where I spend the day doing a deep dive into a single small cap stock — with the aim of creating a condensed investment case within a single article. This week, it’s Galileo Resources, […]
The African Pioneer

Investing Strategy: The African Pioneer Edit

African Pioneer has many assets to consider — but two stand out at present. Here we go again. Welcome to this week’s EDIT, where I take a comprehensive look at a small cap company — usually one where sentiment has beaten it down, but where the fundamentals remain reasonably strong and near-term catalysts are on […]
Mila Resources

What’s going on with Mila Resources?

Sentiment in the lithium sector is improving and this microcap is being ignored by the market. The small cap space is a weird and wonderful world, especially in the junior resource sector. Small caps seem to cover everything from £190 million profitable producers like Jubilee Metals through to £1 million nanocaps like Kendrick Resources. An […]

Fulcrum Metals: everything you need to know

Welcome back to Investing Strategy, where long-time readers are joining me on my quest to provide comprehensive coverage of every small cap junior resource company listed in London.…

In defence of the £20,000 ISA allowance

A new tax year is upon us — and there’s always one person who wants to tax investors even more. A couple of days ago, the Resolution Foundation…

Is the small cap market broken?

The goose lays the golden egg. Be careful not to slaughter it.A few days ago, I had a chat with Power Metal Resources CEO Sean Wade — listen…