Commodities

More Notes from Underground

NPVs Revisited - Spikes and Weasel Words (Oxford's definition of  the latter: "an informal term for words and phrases aimed…

Some Notes from Underground

I discuss Asiamet Resources (ARS), Solomon Gold (SOLG), and Kefi Minerals (KEFI)... Share Spikes? Don't get Skewered Share spikes! They…

Sirius Minerals – Private Investors Take Care!

With a £2.5bn programme to built its potash (strictly - polyhalite) mine in Yorkshire, Sirius Minerals (AIM:SSX) plans to become…

Could Solgold become the biggest exploration story around?

"...one particular world-renowned expert on such porphyries believes Cascabel (Solgold's 86% owned flagship copper-gold project in Ecuador) could be perhaps…

Will Gold Hold?

The resurgence in gold has been remarkable. Since its gloomy low less than three months ago it has risen by…

Commodities – A Real Recovery or a Dead Cat Bounce?

The Saudis are breathing a sigh of relief, as their oil exports are now valued 45% higher than they were…

Aureus Mining – Theory turned upside down?

Just another tale of mining woe - or an investors' opportunity? 'The Theory', of course, is that as a miner…

Will a rising tide lift all golden boats – or just a few?

Well it certainly won't float those with a hole in their hull. And many captains (and their backers) will wait…

Rio Tinto – after the dividend cut

Rio Tinto mining at 1,705p, after publication of the annual figures for the year to December 31st 2015. The final…

Why are Kefi Minerals’ shares refusing to budge?

The Holy Grail of the junior mining sector is a miner still cheap but soon to generate the large cash…