A mix of coal and gold that give investors optionality and exposure to near-term cash flow generating projects Just under a year ago I produced a research note on Contango Holdings. At that time the companies focus was solely the LUBU coking coal project you can read more about that in the note Over theContinue reading “Contango: Closing in on first cash flow”
Tag Archives: coking coal
My Top 2020 Stock Picks – How did they do and where are they heading?
A Game of two Halves 2020 for me and I suspect many was a game of two halves where we saw the market thrown in to chaos due to the global pandemic only to then bounce to new all time highs. I have to say I was and am still somewhat surprised by just howContinue reading “My Top 2020 Stock Picks – How did they do and where are they heading?”
Contango venture into Gold
On Monday the 19th October Contango Holdings (CGO) announced the acquisition of the Garalo gold project in Mali Contango is a company I recently invested in and you can read my detailed research note which covers the companies flag-ship LUBU coking coal project here. I’ll be updating the note in due course to reflect theContinue reading “Contango venture into Gold”
Anglo Pacific ticks my boxes – 5 reasons why
I recently took a position in Contango Holdings PLC, a micro-cap company that are focused on coking coal and due to start production this year. This blog isn’t about that but you can read my research note here. For now the market is ignoring the stock but as they formalise off-take contracts which will triggerContinue reading “Anglo Pacific ticks my boxes – 5 reasons why”
Contango: a hedge that could be gold!
Contango Holdings PLC is a company I recently invested in. Initially when I heard the word ‘coal’ I switched-off but a fellow investor said I should have a look, so I did. I’m not going to go into a lot of detail in this blog as I’ve already done that In my research note hereContinue reading “Contango: a hedge that could be gold!”