Author: Joel Deakin
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) ... Read More
Joel’s Resource Report – AfriTin needs to do what it says on the tin
(Note from Graham - the Midcap Report is back on Tuesday! For now, here are Joel's latest thoughts on resources.) At the time of writing ... Read More
Hummingbird Resources – Spreading its wings #HUM
Hummingbird Resources is an AIM listed gold mining company whose primary asset is the Yanfolila mine in Mali. I bought back into Hummingbird recently as ... 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 ... Read More
Joel’s Resource Report – Golden Income Investment #AAZ
Anglo Asian has developed a track record of delivering results. A low all-in sustaining cost has helped to protect their projects from fluctuating commodity prices. ... Read More
Why I’ve finally bought in to this graphite project #ACP
Armadale Capital is an AIM listed investment company whose primary focus is the Mahenge Liandu Graphite project in Tanzania. At 3.5 pence to buy Armadale’s ... Read More
Joel’s Resource Report – Golden Prospects
Like any self-respecting private investor, I spent some of the bank holiday weekend researching multiple companies. Once you step outside the UK markets & start ... Read More
Joel’s Resource Report – Bombed out potash play
I first invested in this company nearly a year and a half ago, at the same time as institutions were investing in it. The project ... Read More
Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM
In a world of contracting economies, is the demand for copper, oil or commodities really going to be at the levels they were pre-coronavirus? Looking ... Read More
Joel’s Resource Report – Having your cake and eating it #YCA #GCL
I hope you've all had a great Easter weekend after what I can only describe as a crazy week. The stock market completely disconnected from ... Read More
Joel’s Resource Report – Getting Trumped
(The Midcap Report is back tomorrow. In the meantime, here are some comments from Joel on recent action in the oil space.) A few weeks ... Read More
Joel’s Resource Report – Force Field Analysis #RRE
Good morning all, I hope that readers are keeping well both mentally and physically. I've found see-sawing markets incredibly difficult to navigate, such is the ... Read More
Joel’s Resource Report – High Risk Hedging
Morning all. Given global and macro events we’ll no doubt be in for another interesting week – albeit somewhat lacking in sport. I have no ... Read More
Joel’s Resource Report – Everything Must Go! #RRE #SO4
Well that escalated rather quickly! It was less than two weeks ago that I started dramatically altering the construction of my portfolio in light of ... Read More
Joel’s Resource Report – Golden updates #RSG #HUM #CORA
After last week's excitement on the stock market, this week has been no less volatile with global indices such as the S&P 500 moving up ... Read More
Hedging My Virus Bets
After last week's horrendous losses, I spent the entire weekend reflecting, thinking and analysing the macro picture. This led me to two conclusions: 1. A ... Read More
Joel’s Resource Report – Game Theory #RRE
"Holy ****!" Is how I've felt, looking at my portfolio - surely things can't get any worse? Well apparently they can. I've never lost more ... Read More
Vanadium wars with the price at multi-year lows #BMN #LGO
The author has long positions in shares discussed below. Vanadium is a metal primarily used to strengthen steel. After a volatile couple of years, its ... Read More
Joel’s Resource Report – broken RNS machine! #ATM #JKX #SO4 #SLP
Another week has rolled by and my portfolio has continued moving along at a snail's pace, although some good news has emerged from a few ... Read More
Joel’s Resource Report – Gemstones back on AIM #TSG #EUA #GEM
Another week's flown by and news was light. That being said, there were a few highlights. Tran-Siberian Gold (TSG) - golden tip or junk? This ... Read More