John Cornford

The even slower death of the stockbroker analyst – part 2

The even slower death of the stockbroker analyst – part 2

7 mins. to read

I started out on this series thinking I would ask where investors – private and institutional – will go for good research, given that regulation – particularly Mifid II due to come into force next year – is said to be causing brokers to lay off their analysts. This raises the question: What is good…

Does Mariana’s merger with Sandstorm Gold stack up?

Does Mariana’s merger with Sandstorm Gold stack up?

6 mins. to read

Among the four main ways to make money from mining gold or silver – exploration, development, streaming or financing a mine – it is streaming (or royalties) that can often be by far the most profitable. I showed in my earlier streaming coverage how streamers tended to make much more profit from a mine than…

Berkeley Energia – Another ‘Sirius’ mistake?

Berkeley Energia – Another ‘Sirius’ mistake?

5 mins. to read

Following my recommendation 15 months ago, followers saw Berkeley Energia (LON:BKY) nearly treble by January as more and more commentators jumped aboard and as the company issued a stream of bullish news on progress and prospects for uranium. But the shares are now 20% off their top and perhaps the market is satiated with a…

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