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”

GoldStone heading for first gold pour

This week GoldStone Resources published their interim results. Goldstone are advancing their Akrokeri-Homase Gold projects in the highly prospective region of Ghana. 2020 has so far been a pivotal year for the company where investors are now seeing real progress towards the transition from developer to producer. All of this ties in with what looksContinue reading “GoldStone heading for first gold pour”

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”

SpongeCast – Goldstone Resources

Today I caught up with Emma Priestley CEO of Goldstone Resources. This is my first ‘Investor meets Director’ interview! Interestingly gold has hit new highs just today and I expect junior gold miners (especially near-term producers like Goldstone) will remain in focus. In fact another of my recent holdings I mentioned here Landore Resources hadContinue reading “SpongeCast – Goldstone Resources”

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?”

More Canadian gold for me!

Gold is continuing its surge upwards and on Monday 30th June hit a new high with futures trading at $1800, the highest level since 2011. I’ve touched upon gold in recent blogs and so far the story is playing out as I expected. What will be interesting is to see if gold breaks the 2011Continue reading “More Canadian gold for me!”

Gold getting a wiggle on!

Gold started the week on a positive note with Friday seeing a nice move to the upside. Goldman raised their 12 month gold forecast by 11% to $2000 oz, you can read more here but the crux of it is the investment bank have upped a number of their gold forecasts citing lower interest rates,Continue reading “Gold getting a wiggle on!”