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 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…

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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 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 […]
Kendrick Resources

Investing Strategy: The Kendrick Resources Edit

Kendrick Resources is an illiquid microcap with significant potential for high-risk investors. Here’s why. Here we go again. Kendrick Resources (LON: KEN) is the latest to receive the ‘Edit’ treatment — but this company is a very different proposition to the much larger entities covered over the past few months. Kendrick is currently sitting on […]
Katoro Gold

What’s going on with Katoro Gold?

Katoro announced a shake-up on 12 February, and after the customary spike has now fallen by 40% year-to-date. Opportunity? If there’s one thing I love, it’s mining shares down in the dumps in terms of investor sentiment — but with cash in the bank and a turnaround plan. I want to be clear at the […]

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…

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…