Indochine Mining has been rated in this week's edition of PortfolioDirect/resources
John Robertson
PortfolioDirect
Indochine Mining has been rated in this week's edition of PortfolioDirect/resources. Indochine expects to make a decision about its Mount Kare gold deposit later in 2014. This positioning can often represent a value trap for investors as companies have typically passed the point at which they can generate positive surprise from exploration but have not yet made a commitment to development (or may display insufficiently convincing project economics for investors to assume future development within a reasonable time frame). The transition can be prolonged and well beyond a reasonable investment time horizon. PortfolioDirect has judged Indochine one of the best positioned to make the transition to the next stage of development. A key factor in this judgement is the geological parallel with the nearby Porgera development. The PortfolioDirect summary report for stocks rated in December 2013/Janary 2014 can be downloaded from (VIEW LINK).
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
Comments
Comments
Sign In or Join Free to comment