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.

Greatland Gold: choices, choices

Newmont has finally made a decision. The time has come for Greatland to make theirs. In ‘The Lord of the Rings: The Two Towers,’ (spoiler warning), King Theoden of Rohan, played to perfection by Bernard Hill (the extended trilogy is the best cinema ever made, watch it if you haven’t, dozens of awards, incredible screenplay,…

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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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Mining

Verticante Minerals

Verticante Minerals: when is 35% really 87%?

First there was a mistake. Then there was negligence. This is something else. It’s perhaps a fairly damning investment environment when an article entitled ‘Is the AIM market an unregulated mess?’ was one of the best-read pieces on Investing Strategy in 2023. In that editorial, I noted that (among many other egregious examples) AIM-listed Verticante […]
Golden Metal Resources

Investing Strategy: The Golden Metal Resources Edit

Golden Metal Resources boasts the largest undeveloped tungsten deposit on US soil. And that’s just the start.Good morning. Once again, I have typed up an ‘Edit’ — in copywriting terms, this is a comprehensive summary of an investment case in a few thousand words — designed so that an investor with no knowledge of the […]
Are there any low risk, high reward mining stocks

Investing Strategy: The Conroy Gold Edit

Everything you need to know about investing in Conroy Gold. The company now represents excellent value for long-term value investors. Here’s why. On the FTSE AIM index, there are two types of gold stocks. The first are those companies which are extremely popular with shareholders and remain at the centre of the wider investor consciousness […]
My top destinations for junior exploration companies in 2024

My top destinations for junior exploration companies in 2024

Whether traditionally strong or weak, here’s the areas I tend to favour at present. One of the most important factors determining the value of a junior resource asset is its geographical location. The Fraser Institute is widely regarded as the best judge of the best places to invest, and therefore which jurisdictions are the most […]

The buyout targets of 2024

Everyone loves a good buyout. These are the companies from across the value chain that I think could be targets in 2024. When Mars bought Hotel Chocolat, I…

Disney shares: the bull case for 2024 and beyond

Disney shares are heavily undervalued and are my top blue chip pick for 2024. Here’s why. Longtime readers at Investing Strategy will know my investing strategy for excess…

Investing Strategy: The Chill Brands Edit

Chill Brands is growing exponentially — and the story is just getting started. Here’s what you need to know. Chill Brands (LON: CHLL) is perhaps one of the…