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 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…

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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

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 […]
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 […]

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…