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Tag: mine

Master Drilling: Illustrating Value

Posted on 27/08/202027/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on March 22, 2018 I have written about Master Drilling (MDI) previously and I refer you back to these articles for some of the narrative: Master Drilling: Hidden Gem Master Drilling: The Big Mistake You will notice a consistent theme: I like them. The Group recently put out some soft…

Lessons: Mining is (Dam) Complicated

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Originally posted on February 10, 2020 I’ve been invested directly in a growing, junior coal miner for going half a decade, amongst several other mining-related investments. Likewise, I’ve followed a wide range of mining companies closely for even longer and previously was invested in a mining exploration company and poked around a…

Pan African Resources: The Cheapest Hole-in-the-Ground

Posted on 26/08/202026/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on December 29, 2014 Firstly, I have no strong conviction on gold. I think that it is largely an ego-based commodity driven by investment fashions. In the short- to medium-term I suspect that the collapsing gold price has less to do with gold and more to do with the strengthening…

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RSS Research Reports

  • Sabvest Capital – H1:25 Results – Apex Drives NAV Growth
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  • Stor-Age Property REIT Limited – FY 25 Results – Steady Performance
  • Astoria Investments Ltd – Results Note – Rough in the Diamond
  • Astoria Investments Ltd – Results Note – Marine Diamond Operations Take a Hit

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