This week's PortfolioDirect/resources investment report gives Thundelarra, Pryme Energy and Aspire Mining relatively low '2' ratings on the 5-point...
John Robertson
PortfolioDirect
This week's PortfolioDirect/resources investment report gives Thundelarra, Pryme Energy and Aspire Mining relatively low '2' ratings on the 5-point PortfolioDirect rating scale. In each case, however, pathways to a higher rating have been identified. There is no structural impediment to an enhanced investment proposition. Identification of these pathways, and how companies track against them in coming months, could be of greater value to investors than the initial rating itself insofar as they offer investors a set of guideposts to the progress being made in de-risking company activities and, consequently, the potential for a market re-rating. The company with the nearest term re-rating prospects is Aspire Mining which awaits a Mongolian government approval for a rail concession. The summary report for stocks rated in December 2013/January 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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