Contango: Closing in on first cash flow

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”

Goldstone Investor Video

Welcome to Ghana’s next gold producer – do you have a seat at the table? I’m pleased to release my latest investor video on Goldstone Resources The company are progressing their two projects AK-HM in Ghana where the projects sit in one of the most prospective gold belts and just a stone’s throw from theContinue reading “Goldstone Investor Video”

SpongeCast – Goldstone Resources Awarded Environmental Permit & Plans for 2021

I caught up with Goldstone Resources CEO Emma Priestley again following the news that they have been awarded the Environmental Permit (EP) for Homase South. This was a major milestone for the company and now pathes the way for first gold production in as little as eight weeks. Emma explained that the ‘in-tray’ will beContinue reading “SpongeCast – Goldstone Resources Awarded Environmental Permit & Plans for 2021”

Tertiary Minerals (TYM) – Nano-Cap Speculative Metals Play

This week Tertiary announced a further copper project in Nevada. With a portfolio of base and precious metals the current market cap presents an interesting investment proposition Digressing slightly from the subject of this blog, late last year I came across a company called Alien Metals (UFO). They have an interesting portfolio of projects includingContinue reading “Tertiary Minerals (TYM) – Nano-Cap Speculative Metals Play”

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?”

Goldstone Drilling Rewards with a 257% Resource Increase

This week Goldstone Resources provided shareholders with an operational update, notably the results of the recent 22 hole drill programme at the Homase South Pit (one of three pits at the Homase project) As a shareholder, I’ve been following the companies progress and you can read back through my blogs by searching for Goldstone onContinue reading “Goldstone Drilling Rewards with a 257% Resource Increase”

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”