Last week's PortfolioDirect/resources weekly investment report gave a portfolio grade rating to Renaissance Minerals Limited
John Robertson
PortfolioDirect
Last week's PortfolioDirect/resources weekly investment report gave a portfolio grade rating to Renaissance Minerals Limited. PortfolioDirect/resources seeks to identify those stocks most likely to produce excess returns from exploration surprise using transparent assessment criteria. Of the four stocks reviewed, only Renaissance Minerals was rated a suitable portfolio alternative. The Renaissance activities are centered on exploration properties in Cambodia. Exploration has been founded on a valid analogue that matches the observed geology and points to a larger resource position with potential for material resource development. With drill testing of the Rhyolite Ridge and Area 1 targets to begin this month (subject to monsoonal conditions), the company's program of work has the capacity to deliver telling results from an investment standpoint within a reasonable timeframe.
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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
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