PortfolioDirect Rating Reviews
John Robertson
PortfolioDirect
A PortfolioDirect rating update for Excelsior Gold (EXG:AU) was completed recently. There was a time when the quality of a mining project was judged by how much capital its development required. Not now. Excelsior Gold has escaped the capital market burden confronting many other gold producers by striking a deal with the owners of the nearby Paddington mill to process its mine output on a ‘pay as you go’ basis. Cutting back on capital spending commitments slows development and reduces near term profitability but also raises the likelihood of development actually occurring. Companies display a longer duration growth trajectory as they deploy operational cash flows to support production expansions. The resulting positive value momentum should support future market value appreciation. Recent PortfolioDirect rating reports can be accessed through the latest weekly investment report: (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.
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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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