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”

Amur ventures into Iron Ore

Amur Minerals (AMC) is a company I have followed for a long time. The investment proposition to date has been its nickel and copper sulphide Kun-Manie project in far east Russia. Many who follow me know that I am bullish on nickel due to anticipated demand driven by the stainless steel and EV battery sectors.Continue reading “Amur ventures into Iron Ore”

Are Junior Resource Stocks about to Shine?

This was something I was thinking about a year ago until Brexit, Trade Wars and COVID-19 spanked junior resource investors arses! It’s a really interesting market at the minute. The main indices have bounced back strongly but with the fallout of COVID-19 yet to play out will we see a ‘risk-off’ sentiment return? Thing isContinue reading “Are Junior Resource Stocks about to Shine?”