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).
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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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