Fresnillo (FRES) has announced first quarter of the year production including attributable silver production of 13.28 million ounces and gold production of 0.15 million ounces and that, despite challenges, “2022 guidance remains unchanged”.

Capricorn Energy (CNE) has seen its share price weaken since it announced a tender offer as opposed to a special dividend, which many investors had been expecting, but remains one to hold.

Bacanora Lithium (BCN) is a company that I have covered a few times previously, most recently when major shareholder and joint venture partner Gangfeng made a takeover bid for it.

A few weeks ago I wrote a piece here about Cairn Energy (CNE) shares being too cheap, both in terms of its producing assets and also on the basis of any resolution of its long term battle with the Indian government. Quite a bit has happened since then.

Gold and silver miners have generally performed quite poorly as of late, and certainly when you consider the prices that the metals themselves have been trading at, and Fresnillo (FRES) has certainly been no exception. That is your opportunity and here is why.

Cairn Energy (CNE) is a company that I have followed for many years, almost for as long as its ongoing saga relating to compensation from the Indian government, but it is starting to look more likely that will actually finally be settled.

Whilst I mostly stick to trading and investing in companies that are listed in the UK, in recent times I have started to look elsewhere for potential precious metal producers which look interesting.

As many of you will know, I’ve never exactly been a big fan of shares in small AIM listed lithium miners and viewed most as being junk when they were being heavily promoted a few years back when the metal was suddenly in the limelight and any sort of mention of it had private investors scrambling to buy in.

Premier Oil (PMO) has today announced an agreed deal that will see Chrysaor, a private equity-backed North Sea operator, takeover the company. I previously concluded I would not touch Premier Oil equity with a bargepole. This deal is a material change to the investment proposition, which I rather like…

One aspect of the recent oil price crash which fascinates me, and which I’ve seen very little written about, is hedging. There has of course been plenty made of the fact that some companies, or even countries, have at least part of their future production hedged at much higher prices than the current level. But what I haven’t seen mentioned is the potential impact on those who are on the other side of these hedges...

The oil price bounced hard in the last week in expectation of an OPEC+ and G20 deal to take many barrels off the market. As I write the deal is still not finalised and agreed to by the key players, as Mexico has been playing hardball, so I do not take as read the OPEC+ deal will be approved. In the circumstances I would suggest approval of this deal is the best that bulls can hope for. The G20 provided little tangible support to oil price. I see these outcomes very much meeting my criteria of “too little far too late” as I expected.

Previously writing on Mobile Streams (MOS), last month I noted the shares are down on this latest to currently 0.20p – and that also down from 0.40p in March though still up from 0.10p early last month… a loss-making company with declining revenue and already limited cash whose directors consider a public markets transaction “unlikely” and believe its “best interests” are to de-list from AIM, with a recent General Meeting showing circa 56% support for the latter (albeit below the 75% required). How’s that Nomad due diligence going to go?! Now though the shares are back to AIM trading!...

It was only a month ago I commented on Rockhopper Exploration (RKH) and speculated on some of the matters surrounding the SeaLion development. Several developments have occurred since which have reconfirmed my positive stance.

Previously writing on self-styled “global leader in sustainable LED lighting for industrial applications” Dialight (DIA), early last month I noted argues recovery plans “progress” & “increasingly well positioned”… Er, what about the profit warning? with the shares then down to circa 350p. They have recently been headed back towards 400p, but now results for the first half of 2019…

VSA Resources is house broker to Bacanora (BCN) but has visited its operations and come back initiating its coverage with a detailed report, below.

Premier Oil (PMO) has always been highly geared towards movements in the oil price, so it is hardly surprising that its share price has been dropping recently.

Silver has performed very badly in recent months and has hit the lowest levels that we have seen since the start of 2016, but there are plenty of reasons why you should have some exposure to the metal in your portfolio. 

Hello Share Pushers. Another week's gone by. Another seven days in a very long, but rather slow bull market. Actually, the Footsie's performance recently has been poor, so should we see that as a sign of a ne w bear market? Must we change at least a few of our shares into cash? I would say ' yes' for the following reasons.

Lithium has been all the rage amongst AIM investors over the past few years, but the reality is that many of the projects which people have been getting excited about will fail to ever actually produce anything.

Hello, Share Crunchers. With the oil price soaring and possibly targeting $70 a barrel, it’s worth looking at a few of the less gigantic producers. Today I give you Premier Oil (PMO) which does both oil and gas with operations based in some interesting places.

Recent weakness in precious metal prices is creating some great opportunities in the equities which are affected by this, and has resulted in some mining shares dropping back to a share price level where they offer good risk versus reward.

The only real surprise when it comes to persistent AIM failure Arian Silver (AGQ) is that some people thought that things were actually going to turn out differently this time around!

When a tiny AIM company suddenly becomes popular all over Twitter and the bulletin boards, and without any real news to justify that sudden attention, then you have to question why it is happening.

Hello Share Rattlers. On checking the number of BP shares I hold, I was rather shocked. It’s one of those shares I’ve been gradually building up, whenever I find myself with a bit of share cash and no clear company currently worthy of investment.

Hello Share Swiggers. As I write this, the share I love is once again putting on more value. However, City of London Investment Group (CLIG) can sometimes be in the opposite camp.

Digital Barriers (DGB) has been like so many other AIM companies, in that it has promised a lot but has failed to deliver in the way that investors expected it to, and it now looks like the last chance for the company to live up to expectations.

Hello Share Tusslers. The majority of private shareholders at the UK Investor Show at Westminster in a couple of weeks’ time will be sitting on huge gains over the year. They will be in a jollier mood than we’ve seen them in a long time.

Hello Share Cybers. One does not like to preen. And to be honest I haven't had much justification lately, what with Advanced Oncotherapy's woes. But you will allow that I did see oil prices rising.

Hello Share Crashers. It seems to me that there is a headwind against the over-consumption of sugar. The Government warns against eating too much and so do all sorts of health writers. And when what you sell is under scrutiny, then you have to be concerned about future profits.

For some reason Arian Silver (AGQ) seems to be a favourite with PIs, but it seems to be just another AIM resource company that has achieved very little during its life and looks to be on its last legs!

Rare Earth Minerals (REM) has seen its market cap more than double in the space of a month, but it is hard to see anything that justifies such a meteoric rise.

When you invest and trade based on value as you see it at the time, that can quickly change, and even with companies that you have a lot of faith in there can come a time when they can start to look expensive.

What is it with chaps called Williams from Wales and trainwrecking companies? We move from David at Avanti earlier HERE to Jim at Arian Silver (AGQ) who has already trainwrecked this company once. Now, after a bailout which saw it surrender any assets worth owning, Jim is at it again and today he has updated his punters on a deal in Mexico which is related party although Jim neglects to remind punters of this fact.

Gold seems to be the place where everyone wants to be at the moment, although I do wonder why so many are suddenly buying now rather than when the price was close to $1,000!

It is crunch time for MX Oil (MXO) and especially it’s CEO Stefan Oliver who is in ‘last chance saloon’ when it comes to delivering and placating his shareholders!

I’ve got to admit I like the MX Oil (MXO) story. There is plenty of reason for me not to like it, but despite this the fact remains that this is a company that has seized its opportunities. When CEO Stefan Olivier bellowed at me that he wanted me to buy into his MX Oil vision it provoked a wry smile. “Who the bloody hell does this man think he’s talking to?” I quietly wondered to myself, as I received a barrage of an elevator pitch down the phone. We haven’t spoken since, but the brash confidence of that first contact has left its mark. The question now is can MX Oil deliver on Olivier’s bullishness?

A bullish resource update from Bacanora Minerals (BCN) for its Sonora lithium project in Mexico has comforted fans who have fuelled the shares’ AIM rally from below 40p in late November to 88p now. Chaired by veteran sector player Colin Orr-Ewing and backed by equally entrepreneurial fellow AIM counter Rare Earth Minerals (REM) and its colourful Australian boss David ‘Gatwick Gusher’ Lenigas, the company says ubiquitous consultant SRK carried out the report on Sonora, identifying an indicated resource estimate of 1.2 million tonnes of lithium carbonate equivalent (LCE) with an average 2,200 parts of LCE per million parts of rock plus a more tentative inferred resource estimate of 6.3 million tonnes with 2,300 parts per million.

Silver and gold prices have taken a tumble over the past couple of years but now seem to be settling. That has to be good news for Mexican miner Fresnillo (FRES) which has seen its share price more than halve over that period and now trades at around 810p with a market cap of £6 billion. 

Creator and manager of services for digital tv, Mirada plc (MIRA) last week announced the commercial launch of “the first of the cable network deployments agreed as part of the announcement dated May 19th 2014”.

Rewind back to 1938, Hitler takes control of the German Army and proceeds to invade Austria, the FA Cup Final is televised for the first time, and Mexican President Cardenas nationalises its country’s oil reserves. We all know what happened shortly after to Hitler, and watching the FA Cup Final on TV is now a thing of the norm. However not many will be aware of the implications of the Mexican oil reserves and how this could affect one AIM listed company; MX Oil (MXO).

Early birds and arbitrageurs got the worm when Bacanora Minerals (BCN) floated on AIM on Friday 25 July, with a £4.75 million fund raising at 33p. This is little more than half its price on the Toronto Venture Exchange, where it has traded for three years, and it surged immediately to 82p, to give a stock market value of some £65 million. The company, steered by veteran entrepreneur and chairman Colin Orr-Ewing, is out to commercialise two projects in Mexico, to produce two versatile products, borate with applications ranging from fibreglass to skin cream, and  lithium, for electric vehicle batteries, and insists the float price was agreed in May before excitement about the London issue sent the shares soaring in Canada.

Well, so much for Uruguay’s fighting spirit! If press rumours are to be believed, I can’t begin to fathom what logic is driving Manchester United’s apparent £56million pursuit of Edinson Cavani. Watching him amble around the pitch in yesterday’s pitiful defeat to the increasingly impressive Colombia was painful. Truly this man’s second touch is a tackle. Even though my pick for yesterday failed, I’m actually very happy we no longer have to watch the fouling Uruguayan national team anymore at this World Cup. Their bleating over how unfair everyone has been to the bitey Luis Suarez is shameful; good riddance to the lot of them. As for today, there could be a couple of major upsets (at least according to the odds) on the cards, thanks in no small part to climatic conditions.

A reasonable day yesterday for my World Cup Challenge was tempered by the failure of my multiples. Chile versus Holland was always a gamble, but I was disappointed by the Mexican result. The projected quality ratings for Croatia and Mexico were extremely close. However, on reflection, I suppose the risk with this fixture was always that if Mexico went ahead in the game, the Croatians would just give up. They needed to win to qualify, so it wasn’t a huge surprise they capitulated when the Mexicans took the lead in the 72^nd minute. Today, I have one pick for my World Cup Challenge and what looks like a fantastic value multiple.

Betting Round 7 of my World Cup Challenge couldn’t have gone much better, but did require some nimble footwork. Yesterday, I warned of the danger of backing Portugal to beat USA, so steered safely clear. I hope you did too. The Algeria +1 handicap came in comfortably, though I had a few uneasy moments at 3-1, with visions of my 5-3 South Korea “prediction” coming back to haunt me. Finally, I banked profit on the Belgium/Russia draw. Regular readers of my World Cup coverage will know I always recommend taking the profit early when teams are tied. The introduction of Kevin Mirrallas turned this game on its head. Until that point, the Russians and Belgians had traded blows pound for pound (as the rating system suggested they would), but the substitute attacker opened up the game for Belgium and the team’s pressure on Russia was relentless.  This morning I am +6.39 points in my World Cup Challenge and there are opportunities to add to this in the coming days.

3-1 was a more comfortable score line than Brazil probably deserved yesterday, but a win is a win and I am +.33 points up at the start of the second day of my World Cup Challenge! I really fancy Spain to beat Holland later on (priced at 1.92), but the relative weightings of the two teams’ level of quality in the scoring system I use doesn’t yield enough value that I can justify making that bet. However, the other two matches today are entirely different stories.

If you’re looking for a share that is exciting to watch, then AIM-listed Rare Earth Minerals (REM) certainly fits the bill. This small miner with interests in Mexico, Greenland and Australia, hit the headlines last August with a meteoric rise from a low of 0.04p to a peak of nearly 2.5p in the space of just a few weeks.

AIM and TSX listed Arian Silver(AGQ) notes that its shares have been falling like a stone and has issued a statement designed to reassure investors. It is utter cobblers and an open invitation to sell.