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 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…
Keep readingKodal 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 readingMining
Investing Strategy: The Kendrick Resources Edit
What’s going on with Katoro Gold?
What’s going on with Technology Minerals?
Empire Metals: an alternative perspective
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…
Start a business or start investing? From a tax perspective, it’s an easy choice
Let’s say you want to get started with £20,000 in capital. What’s the best way forward? I should start this article with the usual caveats: nothing here is…
Why do some CEOs remain silent as the share price tanks?
There’s often reasons you are not party to — and nobody wants to be kept in the dark. On the other hand, some boards are clearly a bit…
I now have a crystal ball. Here’s what happens next
17 years ago, I visited Delphi and was struck with prophetic powers. Here’s some of my tongue-in-cheek predictions for the next few months. As a long-term investor, I…
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…