Investing in High Reward Opportunities

This is InvestingStrategy, where we cover high risk small cap shares in the mining and biotech sectors, with a sprinkling of relevant macroanalysis.

Cizzle shares: breaking down interim results

Cizzle shares now look decent value for long-term investors — a strong component for the biotech portfolio. Read the condensed update below. With a slew of AIM companies reporting results — I thought it would be a good idea to take a brief look at Cizzle for the first time since late February. Alongside Avacta…

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A large mine

Assessing a junior resource asset: your how-to guide in 5,000 words

Your AIM minnow has reported ‘astounding’ assays. There’s no rule on hyperbole as long as the data is correct. I’m going to start with the caveat. Interpreting drilling results is far more complex than most retail investors think, and you could happily spend several days trying to figure out exactly what any one release actually […]
Mines and Money @Resourcing Tomorrow

Mines and Money @Resourcing Tomorrow: Europe’s largest mining investment event

Europe’s largest mining conference kicks off tomorrow. Here’s what you need to know. If there’s one unmissable mining conference, it’s event series Mines and Money — which is bringing its thousands-strong network to Resourcing Tomorrow in London, through 28-30 November. Alongside dozens of mining spotlights, there’s also the ever-enjoyable pitch battles, where junior explorers/developers pitch […]

After graphite, tungsten could be the next metal to get a China export ban. Here’s why

Tungsten exists in a sweet spot where an export ban would hurt the US more than China. Here’s the condensed thesis. A semi-secret critical minerals trade war that has been raging between China and the west for at least two decades — and China is winning. There are several excellent reasons for this, including the […]
Horizonte Minerals

Horizonte Minerals: trick or treat?

Horizonte Minerals gave investors a nasty surprise at the start of October, but the funding gap does not appear insurmountable. I gave my initial thoughts on Horizonte’s (LON: HZM) funding problems three weeks ago, but the company has now released more detail on its current financial position in advance of the independent cost and schedule […]

FTSE AIM: In defence of the Activist CEO

We all know the different breeds of CEO, even if we have different names for them. But one type of CEO always boasts the marmite factor. FTSE AIM…

Is the AIM market an unregulated mess?

The regulators need to do their jobs. Trust in the small cap market is collapsing, and with it, the long-term investing mindset. At some point, someone has to…

Quantum Blockchain Technologies: what’s going on?

QBT shares are spiking with the volatility of a newly created altcoin. The stock may be an opportunity. Quantum Blockchain Technologies (LON: QBT) shares combine the risk of…