Commodities

How to profit from Gold with a Binary Option

How to profit from Gold with a Binary Option

2 mins. to read

A binary option allows you to profit from a financial market going up, down or even sideways – all with a strictly limited risk and with small stakes. Unlike financial spreads or futures, you do not need to worry about margin calls and the most you can lose is the price of the option which…

Uranium stocks for the next bull market

Uranium stocks for the next bull market

9 mins. to read

To follow our Magazine article on Uranium, here are some more thoughts… How to invest for what most observers think is an inevitable uranium price recovery in the next few years is not an easy question to answer. Given the long decline in the uranium price after Fukushima, its not surprising that practically all companies…

Is it time to get off the Sirius Minerals bandwagon?

Is it time to get off the Sirius Minerals bandwagon?

6 mins. to read

When I discussed Sirius Minerals in March, I thought it expensive at around 16p, being too far ahead of any meaningful return even though exceptional once it starts (slowly) in ten years time. I thought the same in June at around 19p. However there has been good news recently, and Sirius became doubly more expensive.…

Brexit Puts a Shine on the Goldies – But Will It Last?

Brexit Puts a Shine on the Goldies – But Will It Last?

8 mins. to read

Scotgold Resources (LON:SGZ) When I wrote up Scotgold back in November, it was to highlight how constant share dilution is ‘hidden’ from investors in the only charts available to them – i.e. the share price. When a company’s fundamentals haven’t changed, it’s the market cap that indicates whether or not its value per share has…

Is Kibo Mining’s Joint Venture All It’s Cracked up to Be?

Is Kibo Mining’s Joint Venture All It’s Cracked up to Be?

7 mins. to read

I promised to update on Kibo Mining when it published details of its joint venture with an adjacent gold miner to monetise its gold assets in Tanzania’s Lake Victoria gold fields – in order to add to whatever value emerges in its Mbeya coal to power station project. Hiving off parts of a company is…

Caledonia Mining: Is the Optimism Justified?

Caledonia Mining: Is the Optimism Justified?

4 mins. to read

Writing in the Magazine this month, Richard Gill has re-iterated his bullish view for Caledonia Mining (AIM:CNCL) after its substantial bull run. I have to disagree. While the company was an obvious beneficiary back in January of any improvement in gold – it is in the middle of a well-flagged expansion project at its Zimbabwe…

Gold Miners update: Hummingbird and Aureus

Gold Miners update: Hummingbird and Aureus

5 mins. to read

In previous articles I have emphasised the often overlooked and under-estimated, pernicious, effects of dilution on shareholders’ value in the various gold projects I’ve covered. But a higher gold price, depending on each circumstance, might produce a highly geared counterweight. So, how to balance the two? The Gold Fairy vs the Dilution Devil – who is…

Is It Time to Jump on the Mining Bandwagon?

Is It Time to Jump on the Mining Bandwagon?

5 mins. to read

The ‘efficient market’ theory held sway for quite a time in the ’90s, and for some time afterwards. It held that share prices at all times reflect all that can be possibly known about all the factors that determine their value. When you think about it, that is a pretty sweeping assumption. If there were…

Coal to Power Update

Coal to Power Update

4 mins. to read

A fair lot has happened behind the scenes in this still little-known situation where present shares could, in the right circumstances, multi-bag. But the market, if only because such projects are unfamiliar, is still being cautious. For background see our previous blogs from October 2015 onwards. Ncondezi Energy (NCCL) is the first of the four…

Rio Tinto shares – from bombed out to fair value

Rio Tinto shares – from bombed out to fair value

4 mins. to read

Rio Tinto (RIO) shares have come from being bombed out earlier this year to fair value. Any fragmenting of confidence in world economic recovery triggered by Brexit will surely depress the shares again? The time has come to have another butchers at Rio Tinto (Rio) after what Japanese pilots used to call a “Heavenly Wind”…