Papillon Resources (PIR), Lucapa Diamond Company (LOM), Rox Resources (RXL) and Ironbark Zinc (IBG) have been reviewed and rated in the latest weekly...

John Robertson

PortfolioDirect

Papillon Resources (PIR), Lucapa Diamond Company (LOM), Rox Resources (RXL) and Ironbark Zinc (IBG) have been reviewed and rated in the latest weekly PortfolioDirect/resources investment report. Ironbark Zinc is an example of a company battling against the odds to extricate itself from the 'Phase I value trap'. Meanwhile, Papillon Resources seems more likely to make the transition. Rox Resources has been given one of the top ratings for an explorer but Lucapa Diamond Company brings a couple of additional advantages. Diamond exploration lends itself to exploration surprise but, more importantly, as it enters production it can be used in a portfolio to modify the inevitable exposure to Chinese business conditions experienced by most companies in the sector. The monthly summary report for stocks rated in February 2014 can be downloaded from (VIEW LINK).


3 topics

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

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.