The latest PortfolioDirect stock rating reviews cover Mutiny Gold, Valence Industries, Hodges Resources and Venus Metals Corporation
John Robertson
PortfolioDirect
The latest PortfolioDirect stock rating reviews cover Mutiny Gold, Valence Industries, Hodges Resources and Venus Metals Corporation. The commentary on the proposed merger between Mutiny Gold and Doray Minerals highlights two points. Firstly, Mutiny Gold shareholders lose value in the transaction. Secondly, there is little evidence to support a share price re-rating based on the combined production. More generally, the Mutiny Gold review argues that the industry is not structured to channel value back to investors. That makes consultants' project values redundant and no guide to what shareholders should pay - hence the frustration among companies when they see large disparities between values contained in feasibility studies and the equity market prices for the same projects. This is the problem the merger is trying fruitlessly to solve.
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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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