John Cornford

Avocet Mining AIM:AVM 209m shares in issue Back in 2011 when I was contributing to a mining broker’s newsletter – the only one still publishing as the sector set itself up for the second mother of all slumps in only three years – I twice recommended selling Avocet Mining at over 200p. That was when…

Atlantis Resources – AIM: ARL Market cap £66m @ 62.5p per share Master Investor is planning a series on “The Energy Revolution”. Meanwhile, as a taster, here is an interesting company already well ensconced in what is a significant developing sector of renewable energy, and the only one in its field (where there are some…

As I hope readers realise, I’m not in the business of managing their investments. The ideas I put up are only for there and then. I don’t wield my pen often enough to track them and recommend taking profits (as, luckily, has been mostly the case so far – although cynics will say I’ve been…

469m shares in issue Current mid-price: 7.4p £34.7m market cap When gold showed signs of recovery, the first gold miners I looked at were those with projects not yet funded, and stalled by lack of interest from financiers. Their shares were obviously capable of strong gains if investors believed that funding would now come along.…

AsiaMet Resources (AIM:ARS) Well that was a spike if ever I saw one! And plenty of innocent lambs got skewered. Maybe it’s time for those responsible (an AIM market that doesn’t police misleading information and ‘research’) to get skewered themselves. I said I’d revisit ARS when its long trumpeted (by the CEO) PEA arrived. And…

NPVs Revisited – Spikes and Weasel Words (Oxford’s definition of  the latter: “an informal term for words and phrases aimed at creating an impression that a specific and/or meaningful statement has been made, when only a vague or ambiguous claim has been communicated.” Alternatively, Rationalawiki’s definition is “words or phrases used in an ambiguous manner…