The stocks reviewed in PortfolioDirect this week are Alicanto Minerals, Augur Resources, Minotaur Exploration and Tangiers Petroleum
John Robertson
PortfolioDirect
The stocks reviewed in PortfolioDirect this week are Alicanto Minerals, Augur Resources, Minotaur Exploration and Tangiers Petroleum. Minotaur Exploration was judged an appropriate stock for inclusion in an exploration portfolio. It has a strong skill base and a funding model which is giving the company access to several prospective regions in which reinterpretation of previous exploration work raises the prospect of fresh exploration success. The Tangiers Petroleum review, updated from August 2013, was triggered by a takeover bid for another African oriented oil and gas explorer. The Tangiers rating review concluded that the takeover added uncertainties at a time progress was being made at its primary Moroccan exploration opportunity. With the former effect offsetting the benefits of the latter, no change was made to the rating of the company. The table at (VIEW LINK) summarises the investment returns during January of stocks rated by PortfolioDirect.
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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...
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