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Cube Midcap Report (2 July 2020) – Avoiding restaurant shares, all bar none
Good morning! I'm back today with another live-streaming video, as I'm going to try to do them on consecutive days and see how it goes. ... Read More
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Pensana Metals – the world’s next rare earths miner? #PM8
At the time of writing the author holds a long position in Pensana. Pensana Metals (PM8) is an ASX listed (and soon to be London-listed) pre-revenue mining company which owns 84% of the Longonjo Neodymium & Praseodymium (NdPr) Rare Earths Project in Angola. At A$0.27, Pensana's Market Cap is A$46 ... Read More
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Rebuttal on RBG & an announcement – Tune in tomorrow at 12!
I've been away for two days. Sometimes I need to take a break, so that I can come back stronger. Tomorrow, I'm coming back with my live-stream - but this time, it will be available for everyone! Check it out at mid-day: Secondly, I was contacted by a reader on ... Read More
Is it buying time now?
My diversified, broadly market neutral long-short portfolio means that I do not have to get overly concerned about the level of the market overall. Nor do I have to be overly concerned if one or too small positions move sharply the wrong way. In this article, I'll discuss why this ... Read More
Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF
A slightly different take on the Resources Report - where are you invested? Resource investors often find themselves investing in countries which bear little resemblance to the Western world. Of course, everywhere has some country risk. Even investing in the US isn't without issue - fancy being invested in US ... Read More