Lets talk about ‘LETS’ baby

At £5m Market Cap, Lets Explore Group trades at c.40% discount to cash whilst it continues to offer its Home Based Entertainment VR offering and is homing in on a potential acquisition. Lets Explore Group is a technology business that offers a range of VR entertainment. The company as of its last results reported strongContinue reading “Lets talk about ‘LETS’ baby”

Positioning my Portfolio for 2021

I expect a challenging market in 2021 with a potential ‘bubble-burst’ on the horizon but that doesn’t mean there will not be opportunities ! With markets booming and shooting to new all time highs across the board, it’s easy to get caught up in the euphoria. Now more than ever in my opinion, investors needContinue reading “Positioning my Portfolio 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”

Managing Risk & Exposure

If you are a relative newbie to the stock market then I’ve put this blog together to help you understand investing risks especially in the junior small cap stock market. If you are to succeed and not become one of the c.75% who lose money you must consider risk. As I write this blog, manyContinue reading “Managing Risk & Exposure”

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?”

It’s gold again !

Markets still seem to be in denial as far as I can see, perhaps this is due to all the Robin-hood platform sign-ups and newbie traders not sure but I know where I’m positioning and at the end of the day you need to be comfortable with your exposure. So Gold had another good dayContinue reading “It’s gold again !”

Armadale Capital – Now it gets interesting…

Last week Armadale released their updated DFS. It was a re-work of the existing DFS to focus on higher grade mining in the first three years. What this does is lower the cost in the first three years bringing in higher cashflow which in turn can be used to payback any potential debt as partContinue reading “Armadale Capital – Now it gets interesting…”