The risks are high and the rewards are slow to materialise, but the rewards are sometimes large. It’s only partly a matter of timing when it comes to coal-to-power, writes John Cornford.
The resurgent nickel price has spurred the shares of Horizonte Minerals to double in value almost overnight, writes John Cornford.
Solgold, my best tip – up from under 3p in 2015 to a 45p peak in 2017 – has been up and down ever since, like the proverbials in Klondike mining towns.
With gold on the ascent, John Cornford explains why he’s buying Shanta and keeping a close eye on Kefi but avoiding Hummingbird.
Anglo Asian Mining has been a winner for investors, but those who expect the strong run over the past couple of years to continue could be disappointed.
With problems at its Evander mine behind it, Pan African Resources is in recovery mode and the shares could have further to go, writes John Cornford.
Veteran mining analyst John Cornford unveils his thoughts on where to look for the best bargains in the gold mining sector now that the gold price has perked up.
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…
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…
Following Tim Price’s article on the slow death of the stockbroker, written from the perspective of a fund manager, here is that of an analyst insider whose City career spanned pre-big bang, when the species hardly existed, to today – when Mifid could be about to hammer a final nail into their coffin. Or maybe not.…