Jubilee Metals (JLP) has noted “key milestones achieved in its southern copper and cobalt operations in Zambia” and that, with these, for its prospective northern operations it “expects to receive the final recommendation on capacities from its design teams by mid-January 2023… look forward to updating shareholders in this regard”. So what are the milestones and how significant are they?

Hello Share Seekers. Some financial analysts seem to have given up tipping shares altogether, unless they’re recommending shorting them. This old punter rarely suggests you sell shares, so I find it rather hard to find companies to bring before you in these dangerous days. But let’s try a gold miner I rather like the look of.

Tertiary Minerals (TYM) has always been one of those companies that has promised a lot based on the potential of its resources in the ground, yet never seems to make much progress towards actually extracting any of them, whilst burning through cash and having to raise more at regular intervals.

Caerus Mineral Resources (CMRS) is a company that I tipped as a speculative buy when it IPO’d, and after initially performing well, the share price has since crashed.

Jubilee Metals (JLP) has announced that its newly constructed Zambian copper concentrator, Project Roan, has now reached nameplate capacity to help its Zambian Southern copper refining strategy to 12,000 tonnes of copper per annum through the Sable refinery.

We’ve noted recent ramptastic proclamations on Wishbone Gold (WSBN) – and it now also emphasises “significant copper and gold grades from drilling in Queensland, Australia”. However, that comes with a discounted placing.

With the recent weakness in the prices of some commodities, including copper, many junior miners at the pre-production stage have seen their share prices drop substantially. That has definitely been the case with US copper explorer Phoenix Copper (PXC) which was trading at close to 70p earlier this year, but has since gradually slid all the way back down to a current price of just 20p, and without any company specific news really justifying it.

There was encouraging news this morning from AIM-listed Gold producer Ariana (AAU) in the form of news from 50%-owned investee Venus Minerals. Venus is supposed to be joining the AIM Casino, and as part of the deal has a conditional 50:50 joint venture ownership agreement with regard to the Apliki copper project in Cyprus, and the Mineral Resource Estimate has been upped to 17 million tonnes of measured, indicated and Inferred Resource at an average grade of 0.34% copper.

Jubilee Metals (JLP) stated this week that it is pleased to announce the performance of its operations and progress on growth projects for the six month period to 30^th June 2022 and “tremendous potential growth” for the periods ahead.

Hello Share Fans. With the Footsie still in a poorly state and inflation attacking the world, it might be a good idea to look more seriously at gold. A miner you may not have come across before is Serabi Gold (SRB). This lot operate producing mines in Brazil.

Asiamet Resources (ARS) has turned out to be my worst ever investment in a mining company, in terms of percentage loss anyway, and has been a great example of what happens if as a company you continually miss deadlines.

Hello Share Wallowers. The old punter has drawn your wise attention to copper in a few fairly recent articles. The fact is that it’s used widely in the production of electricity. And it’s useful in both dirty ways of producing power and in the green revolution. Its conductive powers are going to be in increasing demand. Which leads me to Antofagasta (ANTO), which owns several copper mines in South America.

Finding junior mining companies that have the potential to go on to develop a large resource through to actual production, or an asset sale, is never easy and the reality is that most of these companies fail to ever achieve much other than burning through large amounts of cash over a period of years.

Asiamet Resources (ARS) is a great example of what happens to a share that the market has totally lost confidence in and how a major, company-making piece of news is likely to be needed in order to bring about any sort of change in sentiment.

Miner in Azerbaijan, Anglo Asian Mining (AAZ) states that it “is pleased to announce its final audited results for the year ended 31 December 2021”. However, the shares are down to 85p to buy in response.

Jubilee Metals (JLP) has announced a performance update of its new and expanded fully integrated South African Inyoni PGM and chrome operations and its Zambian southern copper strategy. So what’s the situation, with the shares having responded up to 15.4p?

Central Asia Metals (CAML) is one of those companies which I think is consistently undervalued by the market, and although it carries some degree of geo-political risk, I believe that too large a discount is applied for that.

Hello Share Thrashers. The only sectors looking to be rising in the shadow of the war are mining and oil. Trident Royalties (TRR) has fingers in many mining pies, including gold. It’s share price has been tickling all-time highs but seems stable at the moment. That could change if gold continues to glow. Especially as the company has recently released some good news from the gold fields of California.

Kefi Gold & Copper (KEFI) has announced that with, over the past two months its Ethiopia security situation having remained stable following abatement of civil war at the end of 2021 and State of Emergency being lifted, it is pleased to announce that development activities at the Tulu Kapi gold project have recommenced. Good news.

One of the best things about not being an institutional fund manager (in my case for nearly nine years now) is being able to manage your own pension fund. One of the first shares that I purchased after switching all of my corporate pension fund away from the terribly boring investment structure that used to run it was Randgold Resources. The west and central Africa gold mining business had already been one of my top institutional holdings for about six years at that point although – if I recall – most other people thought I was a lunatic buying it, especially when there was a bit of political excitement in places such as Mali and the DRC. It was much better than buying an index fund then and that good run continued before it culminated with the company leaving the FTSE 100 index…as it had been purchased by the Canadian giant Barrick Gold (NYSE – GOLD). Very sensibly the Canadians asked the Randgold management team to run the whole business, so I took the shares rather than cash, which brings us four years later to today and full year 2021 numbers…

Hello Share Speakers. Mining investment is more speculative than other areas of share buying. But the rewards may be better. My own policy is to pick companies which don’t just rely on exploration. An outfit that concentrates on recovering metals from mining waste is Jubilee Metals (JLP).

These days I’m generally not a fan of tiny natural resources companies and tend to avoid them as they rarely attract the positive sentiment and momentum that we have seen in the past, and most will never even come close to actually extracting anything from the ground.

I don’t think the 2020s is the 1970s mark two, but I really don’t think it will be the 2010s mark two either. And that suggests you are going to have to pick-and-choose more carefully during the 2020s. This is why, looking back to the 1970s, there are many relevant reasons why ‘gold’, ‘commodities’ and ‘value versus growth’ were the best performers across the decade then…and that should be the same against ‘bonds’ or ‘cash’ and ‘growth stocks’ by the time we get to the end of 2029. Anyhow, all of this brings me to the question of Anglo American (AAL), with its diamonds, copper, nickel, iron ore and metallurgical and thermal coal exposure.

Ariana Resources (AAU) has announced mineral resource updates for Kokkinoyia and Apliki in Cyprus, emphasising the former “contains a substantial tonnage of mineralised material across several domains beyond what was already understood from the historical work” and that it will now be looking into the potential to integrate a part of Kokkinoyia with the planned Apliki copper mine development project.

Political risk is always hard to gauge, and where it does start to become a potential issue for a company, it is rarely clear in advance just how much of a problem it could be. The political risk in Peru increased significantly earlier this year when left wing president Pedro Castilla came to power, especially for mining and oil companies as he had promised to heavily tax foreign companies operating there.

Veteran financier Simon Hunt argues that there are generational risks in the global economy, there are growing bubbles everywhere, along with enormous amounts of speculation, overvalued markets, and geopolitical tensions which all appear to be worsening. In addition, he says, we have central bankers running wild but debt can’t continue to grow faster than the economy. Navigating these risks is difficult. You can either run with the crowd or take preventative actions. Interestingly, two countries China and Russia have chosen to take prudent action for their economies. They are preparing for the monetary collapse outside of their countries. They understand that this will end badly.

Castillo Copper (CCZ) states that it “is pleased to provide an update on the company’s copper and lithium assets” and the shares have responded higher above 2p and an approx. £27 million market cap. So what’s the news and where to next for the shares?

AIM-listed gold producer in Turkey Ariana Resources (AAU) has updated the market on the proposed 50-50 joint venture between investee Venus Minerals, in which Ariana now holds 50%, and Hellenic Copper Mines involving the Apliki Project in Cyprus. If all works out successfully the plan is for Venus to pursue its own IPO, giving Ariana some additional liquidity in the form of listed shares.

It looks as though Asiamet Resources (ARS) has finally landed the deal for the BKM asset that investors have been patiently waiting for, but so far the market seems unimpressed and the share price is trading lower than it was before the announcement.

Asiamet Resources (ARS) has made a “Strategic Partner Secured for BKM Copper Project”-titled announcement. A good deal with the shares currently at 2.45p?

Analyst John Feneck argues how different the miners feel now than back in 2016. He explains his investing approach and how he avoids certain issues. It’s important to be able to sleep at night. Currently, he’s heavily invested in junior miners and explains why.

AIM-listed Gold (and Silver) producer in Turkey, Ariana Resources (AAU), has had a wonderful summer in terms of its Gold exploration activities with a stack of very promising drill results from across its portfolio which suggest good news to come next year. Gold and Gold stocks may have had a torrid time, but on the exploration front Ariana hasn’t been able to disappoint and this morning saw yet more good news from investee Venus Minerals in Cyprus.

Asiamet Resources (ARS) has been a very frustrating share to hold and in the past I have been less than impressed with the management, especially when it comes to the Aeturnum debacle at the start of this year.

Hello, Share Scrapers. Many commodities are rising in value as the world returns slowly to normal after covid. One of the world’s most useful metals is copper, especially in the plumbing and electrical areas. Think electric cars, for example. Therefore a company which produces and sells the stuff is probably going to see a rise in its profits and consequently its share price.

Atalaya Mining (ATYM) has published a third quarter update including that it is now increasing its production guidance for the year. This sounds like good news.

AIM-listed gold producer in Turkey, Ariana Resources (AAU), announced yesterday news of big developments at its 37.5% owned, rising to 50% later this year, investee Venus Minerals. Venus is on the cusp of signing up to a joint venture to bring the Apliki copper mine into production and plans to get its own listing in London for its shares by year-end – news of all of which was a pleasant surprise to me.

Shares in Central Asia Metals (CAML), having recently been hit further following already sector malaise, have responded 4.5% higher on the back of a Q3 “operations update”. There looks more to come.

AIM-listed Gold producer in Turkey, Ariana Resources (AAU), has announced news from Venus Minerals, in which it is has a 37.5% stake rising to 50% later this year, regarding drilling results from Kokkinoyia in Cyprus.

Central Asia Metals (CAML) has announced results for the first half of 2021 and said that the outlook for the remainder of 2021 is positive, including strong demand for the metals that it produces.

I’m surprised to see Central Asia Metals (CAML) showing some share price weakness prior to the release of its interim results next week, as I’ve no reason to suspect that they will disappoint the market – in fact I would expect them to be good!

Asiamet Resources (ARS) has made a drilling update on its KSK Contract of Work in Indonesia including that the “first three drill holes completed (approx. 440 metres) at BKZ have intersected strong visible copper and polymetallic mineralization outside the current Resource envelope”. This sounds good.

Investor Michael Gentile has a simple message about the only way to cope with inevitable inflation coming down the track towards us and fast.

More good news! Kefi Gold & Copper (KEFI) has announced that a current Hawiah project drilling programme is nearing completion with approximately 14,000 metres of the 15,500 metre programme having now been drilled and “results indicate we will within a few months be in a position to report a larger resource at higher grade”.

Anglo Asian Mining (AAZ) has announced a maiden JORC Mineral Resource for its Zafar polymetallic deposit in the Gedabek contract area, Azerbaijan, which it argues is “extremely encouraging and will help underpin the company’s future long-term production growth”.

Following a strong upwards move, platinum group metals have taken a bit of a dip recently but are still at levels that should generate plenty of free cash flow for producers, and the share price weakness that some of those have shown the past couple of weeks could present a buying opportunity.

Shares in mining giant Rio Tinto (RIO) have performed well for me ever since I realised back in October here that ‘investors should focus on China not cultural heritage’.  Actually if truth is told, it is more than just China because demand for the iron ore, copper and aluminium exporter is centred on a broader changing world.  Or as Rio Tinto put it on a chart in its second quarter numbers a few days ago, ‘we produce materials essentially for a low-carbon future’.  

Castillo Copper (CCZ) has announced an update which emphasises “up to 9% copper in Big One Deposit assays plus more visible mineralisation up to 26m thick”. More good news?

Castillo Copper (CCZ) has announced that latest drilling at the Big One deposit in Queensland, Australia “has clearly verified material extensions to known mineralisation… the clear follow-on implication is potentially a larger underlying system then initially envisaged”. This sounds good.

Ariana Resources (AAU) has announced drilling results obtained from the Kokkinoyia sector of the Magellan project in Cyprus, emphasising “the average grade across the whole length of the mineralised zone in this first hole demonstrates economically significant levels of copper and gold accumulation”. This is particularly good news as the current Kokkinoyia JORC Resource Estimate is just for copper – c.5Mt at 0.7% Cu for 36,000t Cu (‘Inferred’).

Red Rock Resources (RRR) has announced that a drill programme has begun at the Luanshimba copper-cobalt project in the Democratic Republic of Congo and a contract for a drill programme at its Mikei gold project in Kenya. Is a share price response up slightly to 0.825p reasonable?…

Castillo Copper (CCZ) has announced drilling results which extend known mineralisation and suggest copper density is higher than initially thought at the Big One deposit, Mt Oxide project in Queensland, Australia.

Power Metal Resources (POW) “is pleased to announce the execution of an agreement to acquire two exploration properties in Nevada USA” and results from further geochemical soil sampling and geological mapping on the Morula target at the South Ghanzi project in the Kalahari Copper Belt, Botswana. What’s the detail and potential import?…

Castillo Copper (CCZ) has announced that work has begun on 26 drill-holes for 2,828 metres at the Big One Deposit – which looks to kick-off months of exciting activity for the company…

Castillo Copper (CCZ) “is delighted to announce that it has successfully raised A$11.7m (£6.4m) before costs”. How delighted should it be?…

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.

Copper is all the rage at the moment, and rightly so as the metal looks likely to remain strong in the coming years, with potential shortages forecast.

Previously writing on Castillo Copper (CCZ) earlier this month with the shares at 2.35p we concluded that they remained a buy given the exploration and strategic potential catalysts amidst a highly favourable backdrop. They are currently up to 2.5p on the back of a “Potential mineralisation extended at Big One”-titled announcement.

Base metal producer Central Asia Metals (CAML) looks to have macroeconomic structural and economic recovery demand against supply constraints in its favour and as that is further reflected in its financial results we see further share price upside from current levels.

As first reported here on Sunday, there seems to be a certain amount of argy bargy in Ethiopia which some have taken to threaten the Tulu Kapi mine owned by Kefi Gold & Copper (KEFI).  Yesterday, Kefi said that it had received no letter indicating the mine was under threat but overnight a statement appeared on the website of the ministry of mining.

Around six weeks ago I covered the IPO of a small mining company called Caerus Mineral Resources (CMRS) and noted that it looked interesting for anyone who liked these small, speculative type of plays.

I will not advise others to buy shares in Jubilee Metals (JLP) while penny share huckster Colin Bird remains chairman and there are institutions who want to buy but will not do so until we are given a timeline for the exit of a man who sold all his shares, into a ramp, at 13p earlier this year. But, as a loyal shareholder, I am not selling at today’s 17.6p (although I paid sub 4p) after a Zambia copper update which was everything I could have asked for and more. These shares could be 40p+ by some stage in 2022 if Bird does the decent thing and walks. So why the excitement?

Castillo Copper (CCZ) has announced a further update on imminent exploration work at the Mt Oxide project in the Mt Isa copper-belt district of Queensland, Australia.

Tuesday saw great news from Saudi Arabia from Kefi Gold & Copper (KEFI) but where was that “funding secured” in Q1 news on Tulu Kapi we were all expecting? Er… Wednesday brought a Q1 update and guess what? Yes: funding is not yet secured. To Saudi first…

Atalaya Mining (ATYM) has been a favourite of mine for a few years now, but seems to be one of those shares which you rarely see mentioned on social media and the bulletin boards. It was formerly EMED. Ring a bell?

About eighteen months ago, I remember reading Gary Newman’s article here on Central Asia Metals (CAML).  I started following the name and ended up buying some shares during the dog days in the U.K. market about a month ago.  With a nice profit today, do I take it and run or keep on holding for more?

Asset manager Michael Gayed warns the very fabric of society is at risk.

It’s not often that I take much notice of the smallest mining companies at the lower end of AIM, but every now and again one gets my attention as being worthy of taking a look at if you want to take a bit of a punt on shares in something more speculative than the popular producers.

Investor Michael Gentile started out during the Tech Boom’s final phases and has always taken a contrarian investment approach. He says that he has learned it’s best to get involved in a sector when it’s hated and that commodities tend to bounce between extremes of sentiment.

Wall Street veteran Peter Grandich believes that  the loose monetary policy day of reckoning must come. He says, “We just past another couple trillion in money printing. This debt isn’t something that will go away; someone will pay the price and pay dearly. Servicing this debt is an issue, and the average American has no understanding of what is occurring.”

This is a bonus video for you all discussing gold with a bull ( Chris), a mega bull (Nigel) and a reluctant & cautious bull (me). We discuss macroeconomics, gold, silver, PGMs and copper and certain gold investments.

I recently wrote a piece on. ShareProphets suggesting that Asiamet Resources (ARS) would be carrying out a placing within the next few weeks.

The last time I wrote about gold stocks was here in late January.  As noted a few weeks back, my top sector holding for many years was the London listed Randgold, but a couple of years ago this company was purchased by the US/Canadian listed Barrick Gold (GOLD on the American markets).  So how do the full-year numbers and profile for the next few years look?

Castillo Copper (CCZ) has updated that major intercepts from its remaining Big One Deposit drill holes included 12 metres 0.40% Cu from 14m and 13 metres 0.24% Cu from 11m, with also “some of the drill-holes will need to be deepened (or used as a seed hole for down-hole EM) as they appear not to have been drilled deep enough to intersect the projected dyke at depth”. The shares have responded negatively but the company emphasises “known mineralisation clearly extended”…

It is such a good joke I think I make it about 5 times in what follows. And now from Wales, by just 30 yards, it is my new weekly video show. This costs 99p per episode, and you can either listen to, or watch, some sparky interviews with  Harry Adams of Kefi Gold & Copper (KEFI), where i am a loyal shareholder expecting the shares to double or more by mid year, and also Dominic Frisby. The singer, songwriter, comedian, gold guru, bitcoin expert and libertarian is on great form especially on the bitcoin/gold issue and tips the only AIM stock he owns and explains why. You will laugh and learn with him. You can access the show HERE

KEFI Gold & Copper (KEFI) has produced a drilling update on its 34%-owned and operated Hawiah project in Saudi Arabia, emphasising significant intercept returns despite the programme seeking to ‘stretch’ some of the extremities of the deposit…

Good News! There has been a ‘special dividend’ announcement from gold, copper and silver producer in Azerbaijan Anglo Asian Mining (AAZ), with it noting that it has delivered expected strong cash generation. So what’s the detail?…

Asiamet Resources (ARS) is a company that I’ve been a fan of based upon its assets, which look more attractive than ever at current copper prices, but currently I have some concerns as to where its share price might be heading shorter term.

Hello, Share Players. This modest article is out of the ordinary. Lately, I’ve been featuring companies I think stand to benefit from the covid shadow or which should recover faster than most after a nasty year. Today I feature a share which has given me a few worries, but which has suddenly taken off…

Gold, copper and silver producer in Azerbaijan Anglo Asian Mining (AAZ) has made a “Q4 and Full Year 2020 Production and Operations” announcement, noting Q4 full-year production of 67,249 gold equivalent ounces – suggesting Q4 of 16,542 such ounces – and that it is looking to “take advantage of the current market to expand.”

Fund manager Jaime Carrasco of Canaccord Genuity looks back on 2020, the elections, and why the world needs a monetary reset. As some of us keep pointing out to bearded lefty crackpot Darren Atwater, Jaime notes that Darren’s beloved Canada is making many stupid decisions around energy and the economy. Globally, the consequences are becoming evident from all the money printing. Darren, be warned, this will end in tears for you and the cats. 

Kefi Gold and Copper (KEFI) has served up more drilling news from its ongoing 13,000 metre programme at Hawiah, the copper play in Saudi, and conducted its AGM. As ever, most of the AGM statement is just a rehash of what we already knew. The votes on reappointing auditors and directors are a formality. But there are 2 very big takeaways…

We tipped Jubilee Metals (JLP) at a 4.6p offer in July 2020. Ding Dong! As we approach Christmas the shares are circa 11p, making we loyal investors pretty happy. But do not even think of selling. Here’s why:

But first, Covid, or rather lockdown, has screwed the poor

Vast Resources (VAST) is typical of many AIM mining companies in that it has always promised a lot but failed to deliver, whilst continually raising more capital via regular equity issues.

The most read non-Tom article this week is Grim and Grimmer as Lockdown 2 heads this way – what I am selling at 8 AM tomorrow by Nigel Somerville (for an incredible fourth week in a row) at a wonderful number one (for the second week in a row) or at number six, including Bearcasts and Tom’s new shareshow. Which one is the best of the week? Tell me in the comments.

Jubilee Metals (JLP) “is pleased to announce that it has successfully concluded further copper tailings transactions to secure the rights to an additional approximately 115 million tonnes of copper and cobalt containing surface tailings in Zambia”…

Earlier we outlined why on fundamentals Kefi Gold & Copper (KEFI) was such a strong buy. But one reader asks ‘are the natives not revolting out in Ethiopia?’

Unexpected negative events, especially geo-political ones, can present great buying opportunities at times, as the market tends to severely over-react, even when there is no immediate specific impact on a company itself. 

SSince I am a loyal and supportive shareholder at Pensana Rare Earths (PRE), this video is naturally sweet music to my ears! And the video also focuses on the mega bull case for copper which, as an Asiamet (ARS) shareholder, makes me even happier.

Galileo Resources (GLR) “is, further to its announcement on 12 August 2020, pleased to announce that it has commenced a Helicopter-borne Electromagnetic Survey over two of its’ highly prospective tenures within its 100% held Kalahari Copper Belt Project in western Botswana”…

Jubilee Metals (JLP) “is pleased… the company has received notification from the Minister of Mines and Mineral Development in Zambia of the approval of the company’s application for the renewal of Small Scale Mining Licence 7081-HQ-SML in Kabwe… and… appointment of Nicholas (Nick) Taylor as non-executive director”…

Chaarat Gold (CGH) describes itself as an “AIM-quoted gold mining company with an operating mine in Armenia and assets at various stages of development in the Kyrgyz Republic”. The shares commenced 2020 at 35.2p, with the gold price then below $1,550. The gold price is now above $1,950, but the shares are still available at a 38.9p offer price – with the company most recently updating earlier this month…

My main podcast today was a history lesson for the loathsome BBC HERE. In terms of bearcast, I am not so inspired today. I promise I shall be more on fire tomorrow but do comment on why Harry Adams of Kefi Gold & Copper (KEFI) is share dealing like a dervish. I also look at the rebel at Inspirit (INSP) and explain why I think he is doomed to fail and why anyone buying the shares needs their head examined.

Loyal and very excited shareholder Tom Winnifrith writes: KEFI Gold and Copper (KEFI), you will note the name change, has announced the maiden Mineral Resource for the Hawiah copper project located in Saudi Arabia. This marks the start of two months which could and should be transformational for Kefi on two fronts and which will, we believe, have the potential to see the shares, now 2p offer, more than double…

A “Chrome Operations Update” from Jubilee Metals (JLP) including of “a third party Run-Of-Mine chrome ore offtake agreement that fully commits its Windsor chrome beneficiation plant for the next three years, with an option for this to be extended further” and “entered into a joint venture agreement with a privately held South African company  to secure the rights to a further 35 000 tonnes per month chrome processing capacity”…

Jubilee Metals (JLP), an AIM and Altx traded metals processing company, has recently followed a “pleased to announce” six month operations update with a compelling presentation at MineProphets and at a current 4.6p offer price…

AIM-listed Turkish gold-producer Ariana offered up news this morning of a major resource upgrade at its (currently) wholly-owned Salinbas Project, where the global JORC resource had improved by 50% to 1.5 million ounces of gold. Good news for shareholders, and despite some share price slippage amongst gold-producers the shares were marked up to a peak of 5.7p before settling back to 5.4p, a gain of 6.9%.  And the news gets better……

Updating in May on Asiamet Resources (ARS) we noted that the shares had responded more than 28% higher to around 3.4p, capitalising the company at around £50 million, as - also 19.9% shareholder - Aeturnum Energy had “finalised all due diligence workstreams and intends to enter into negotiations with Asiamet for a partial or full acquisition of the KSK Contract of Work”. Now though “Asiamet Responds to Media Article” on Aeturnum...

Bezant Resources (BZT) “is pleased to announce the conditional acquisition of 100% of Virgo Resources Ltd and its interests in the Hope Copper-Gold Project in Namibia, a £350,000 fundraising and the appointment of Beaumont Cornish Limited as its Nominated Adviser”…

So far Asiamet Resources (ARS) has been fairly typical of many small AIM resource stocks, in that it has largely failed to live up to expectations and has had to keep raising money at ever-lower prices over a number of years.

Recent recommendations here whose management have included Colin Bird have fared pretty well we suggest – Galileo Resources (GLR) already +136% and Xtract Resources (XTR) +40%, both on an offer-bid basis. Shares in Bezant Resources (BZT) - where he is Executive Chairman - have also fared well recently, but they remain down from levels of as recently as March and give a market cap currently of still below £2 million despite there looking interesting asset potential...

Tom Winnifrith writes: I am a shareholder so feel free to ignore all of what follows. If you really want to understand why I bought Xtract (XTR) listen and watch the audio and video interview out late last night with Colin Bird HERE. But if you can't afford 99p this is a tip we produced 11 days agyipping the shares at a 1p offer. They are now 1.5p-1.6p.

Galileo Resources (GLR) says that it is “is pleased to announce that it has completed the acquisition  of 100% of Botswana-incorporated Crocus-Serv (Pty) Ltd” – this for 38,814,246 new shares and £10,828 cash and bringing 19 prospecting licences extending over 14,564km² in the Kalahari Copper Belt and 2 prospecting licences covering 311km² in the Limpopo Mobile Belt…

Over the past couple of months it has generally been a good idea to avoid resource stocks unless you’re either buying for the long term or are happy to try and trade high volatility, but one metal that is showing signs of strength is copper.

At the start of this year a small AIM outift called Pembridge Resources (PERE) was getting a lot of attention and there were all sorts of predictions being made as to how high the market cap should be based on its share of a copper mining operation.

Pembridge Resources (PERE) today issued a production update for the latest quarter up to the end of 2019, and based on the figures contained within that, many are struggling to understand why the company isn’t valued more highly.

The share price of SolGold (SOLG) has taken a hit in recent months as a result of weak copper prices and political unrest in Ecuador, where its largest project is located, but if you are looking for an early stage mining company that has huge potential, then this could have presented a buying opportunity.

Investing in any small mining company usually carries a large risk and far more fail than ever actually succeed and make it into profitable production, but there are some that appear to have more chance of making a go of it than others...

Analyst David Wilson thinks gold is going to continue to run.

My pal, Liverpool’s top share blogger, Doc Holiday calls many shares correctly but his latest twitter call on Standard listed Chesterfield Resources (CHF), below, is bonkers. He is ‘avin’ a Turkish when he claims that the shares, now 3p-3.5p could be trading at 15-20p. Let me explain…

A tiny AIM mining company called Great Western Mining (GWMO) suddenly seems to be getting a bit of attention on social media, and as is so often the case with this type of company this just so happens to coincide with a placing.

KEFI Minerals (KEFI) has announced a first drill hole at the Hawiah target “has intercepted a 15.8 metre interval (true width estimated at 8 metres) of massive sulphide at a vertical depth of 125 metres”, with Executive Chairman Harry Adams adding it “confirms our exploration model and reinforces our confidence in the area's high prospectivity for gold and copper”…

Central Asia Metals (CAML) is a company which I have followed for a number of years, and although the share price hasn’t seen much movement during that time, anyone who has followed my previous buy tips should still have done okay from it.

Companies which have undergone several name changes and have never managed to achieve anything in their previous incarnations always raise red flags for me, and I suspect that Power Metal Resources (POW) will follow a similar trend to many others that fall into this category.

It is always said that you let your winners run, but it has got to the stage with Anglo Asian Mining (AAZ) where I would be very tempted to take some money off the table and cash in if you followed my buy tip back in March...

I have warned several times that Standard Listed Chesterfield Resources (CHF) is a worthless POS. Put simply the Troodos mountains in Cyprus contains copper but not of sufficient grades and size to effect a commercial mining operation. And so today it has issued a ramptastic RNS which is utter bollocks and in that vein  my translation of this nonsense is in bold.

Back in late January as its shares were ramped to 3p on the back of preposterous speculation about the Parys Mountain deposit in North Wales I warned you that Anglesey Mining (AYM) was almost bankrupt and that it was placing ahoy. Today came the placing and an accompanying porky.

If you want exposure to copper and are looking to invest in an earlier stage outfit that is already in production, then your choice of UK listed companies is actually fairly limited. The majority are either still at the exploration/development phase, or are large FTSE listed miners, and in many cases copper is just one of many metals that are being produced, with the odd exception...

I’ve been a fan of Central Asia Metals (CAML) for some time now, and although the share price isn’t much higher currently, I still see it ultimately growing into a bigger company.

Copper has always been a favourite metal for geologist turned broker Barry Dawes, being the third largest metal in terms of consumption and continues its historical pattern of long term growth. China and Asia use an enormous amount of copper and shortages are developing. This should result in a boom in copper prices and then new exploration.

Geologist and analyst Mickey Fulp feels the gold market has bottomed and that a new bull market is developing albeit slowly. Once the rally begins, he argues, it will quickly move the mining equities. They are positive on the price of gold, due to global economic outlook being weak, geopolitical risks like Brexit and Venezuela, as well as U.S. and China trade talks. Central banks continue to buy, and a dovish Federal Reserve will likely have one interest rate hike in 2019 are all bullish factors for gold.

Gold, silver and copper are all metals that I am bullish on at the moment, so Azerbaijani miner Anglo Asian Mining (AAZ) fits the bill perfectly in covering all three of those.

A “Cobalt/Copper Joint Venture - Congo” announcement from Red Rock Resources (RRR) – with Chairman Andrew Bell stating “with the elections there having passed peacefully, we have again stepped up the pace in Congo and put in place the final documents allowing us to pursue the JV project”…

I’m always very wary of investing in small mining companies, as even when the management team and the assets look decent, it is still a bit of a lottery as to whether the company will actually make it to a stage where it is making a profit and returning money to shareholders via dividends.

Red Rock Resources (RRR) has updated us on progress on its African operations.

After a strong performance during the first half of 2018, copper has been weak and is currently trading at close to its lowest levels since mid-2017. Having hit peaks of more than $7,200/t last June it is now around the $6,000/t area, and although an improvement on the $5,800/t level it started the year at, I would hardly call this slight resurgence a proper bounce just yet. But I do think that is going to come as the metal is too important to stay at these levels for long, especially in light of the fact that many analysts are forecasting a supply deficit in the coming years due to the increasing use of the metal – as I’ve mentioned in the past, electric vehicles will be a factor and use far more wiring than the cars that are currently in common use...

Asiamet Resources (ARS) is one that I have been wrong about in the past, as I wasn’t expecting the share price to drop as low as it has done, but that has been part of a more general trend amongst the AIM resource stocks that aren’t currently generating any revenue.

A lot of AIM investors seem to view main market larger companies as being boring as you aren’t ever likely to multiply your capital overnight, but conversely it is unlikely that you will ever lose the lot either. By ignoring the larger companies, especially in the mining and oil sectors, you are potentially missing out on some very good gains, and with relatively low risk to your capital as these businesses tend to be so well diversified that any single event is unlikely to cause a complete share price collapse.

On the face of it I can see why some investors have been drawn to Cradle Arc (CRA), as it is actually producing copper and has a market cap of just £2.5 million, but there could well be good reason for its shares appearing to be cheap.

Shares in Anglo Asian Mining (AAZ) had recently risen materially, to approaching 75p. They then though slipped back – but recent news looked to have justified the earlier move and more and with gold now starting to motor thanks to stockmarket and bond market jitters...

Gold guru Brien Lundin feels that we are likely to be on the verge of an upswing in metals. Brien has been warning people that if we have a liquidity crisis gold will likely get hit if investors need to raise cash. This is what happened in 2008. However, during the recent drop in the market’s gold instead moved up, likely because investors didn’t own it. It’s evident that investors are now finding reasons to buy gold instead of looking for reasons to sell it.

Hello Share Swiggers. If the market hits the rocks, as so many writers on this website and other top analysts predict, then one way of avoiding some pain is to have invested in gold. The most practical way of doing that is to buy shares in gold mining firms.

Spanish copper miner Atalya Mining (ATYM) has seen its share price drop back recently, but then the situation has been similar on most producers in this sector and has come as a result of weakness in the commodity price rather than anything company specific.

When you find a resources company that has plenty of growth potential and you like both the fundamentals and the management team behind it, then it often makes sense to build up a long term position in it over a period of time.

James West has made money from the Canadian cannabis bubble, but...

Hello, Share Shiners. My investment in Glencore (GLEN) has not exactly sparkled. But I have better hopes for the future. Glencore does a lot in the copper world. And as that great Shareprophets contributor, WildRides correctly says, the copper market is promising at the moment. But I’m also encouraged by the developments in a wrangle Glencore has with its ex-partner Dan Gertler. This disagreement is over royalty rights for copper mining in the Democratic Republic of Congo.

Jangada Mines (JAN) suddenly seems to have become very popular and has seen a significant share price rise in the past few weeks, but I am left wondering if that is just a coincidence or just another pre-placing spike which we see on so many of these small resource outfits.

Central Asia Metals (CAML) has been a favourite of mine for some time now and with this company I think it is very much a case of letting your winners run, as I can still see plenty of upside in the coming months and years.

When news came on Friday that trading in the shares of Weatherly International (WTI) had been suspended and that the company was being placed into administration, unfortunately it didn’t really come as much surprise to me.

The lack of research by many private investors never ceases to amaze me, especially as they are often putting their hard-earned money into these companies!

When it comes to AIM mining companies, the majority of them will fail dismally and won’t even come close to producing anything or selling on their ‘assets’, but occasionally one does come through which looks like it could really make it. Contrary to popular belief, there are actually a few decent mining outfits listed on AIM – including an old favourite of mine which I have covered here a few times in the past, Central Asia Metals (CAML) – and I believe that if it carries on delivering as it has done up until now, then Asiamet Resources (ARS) could soon join that select club.

One of ShareProphets regular readers, Wildrides, has asked me to take a look at Weatherly International (WTI), and as I do follow the mining sector quite closely, I am happy to give my thoughts on the company.

Hello, Share Schemers. The old memory’s not what it was, but I think I recently commended the mighty Glencore (GLEN) to your further attention quite recently. And just lately I have strengthened my faith in the commodities giant even more.

Natural resource investor Metal Tiger (MTR) has been a disappointing share tip so far this year – the shares have been comfortably above 3p earlier in the year and last month falling back below 2p. They are though presently bouncing back around the latter level following an update on the company’s 30% interest joint venture in Botswana, including “very excitingly, 50m wide zones of visible copper mineralisation have been logged in core from four holes drilled along strike from the current T3 Mineral Resource” .

The hardest thing for many of the smaller miners is actually making it to the production stage, and there are many that never get that far.

If I’m being completely honest then I have to admit that I was somewhat annoyed when an RNS from Central Asia Metals (CAML) initially landed to say that trading in the shares had been temporarily suspended pending the acquisition of a large asset. That annoyance though was largely driven by a shorter term view, as shares in the company had been doing very well and the price was increasing steadily in the run up to the financial results, which were expected to be good and with yet another high yielding dividend to be paid. Alongside that copper was flying and had just topped the $3.10/lb level.

Veteran miner Cameron McCrae thinks the recent run-up in the copper price has been long overdue. He thinks the copper price will go higher and stay there for longer and that demand will continue to be robust. The demand-supply balance is finely tuned, and the sector has been spoiled for some years with no supply disruptions. He says there is unpredictability with mining in Indonesia right now.

I still really do not understant bitcoin but it seems to grip fellow libertarians like Dominic Frisby and, in this case, resource guru Doug Casey. In this Palisade Capital podcast, Doug discusses the commodity markets and why the most important thing is what they do cyclically. Most commodities are down 50% since 2011 and the dollar has lost 20%. Commodities remain quite cheap, particularly gold, silver, and copper. He discusses Junior miners and why now is a good time to get into these markets.

Although you can’t currently trade shares in Central Asia Metals (CAML), given my bullishness on the company I felt that I should take a look at the current situation following news of a suspension in trading at the start of the week.

It was around a year ago that I wrote an article about one of my then tips of the year BHP Billiton (BLT) observing that the world's largest mining company had just made billions of dollars of losses...but correctly the share price was going up. Billiton was a nice solid pick for 2016 but so far this year the share has been more volatile than remunerative.

Gold guru Byron King notes recent US domestic news surrounding the media and those trying to control the narrative. The media’s recent interest in Confederate statues and how this is an ongoing massive political battle and distraction being waged between the deep state and those trying to be free of big government. King argues that if Donald Trump can’t push through tax cuts and infrastructure improvements, then everything that was supporting the rising stock market will begin to crumble. Capital will flow into the under appreciated precious metals sector if there is any loss of confidence in the larger financial markets.

There are times when a large background seller can present a good buying opportunity, and an institutional investor offloading shares isn’t always a sign that the company is failing to perform.

Kaz Minerals (KAZ) is a great example of the extent that commodity prices can effect larger miners, and the recovery in copper prices has seen the share price trading at multiples of where it was just 18 months ago.

Copper prices have remained volatile but continue to push higher, and if this continues it will be a very bullish signal for both producers and those looking to bring new projects online.

Metal Tiger (MTR) has updated on a preliminary interpretation of airborne electromagnetic geophysics data collected along 50km of the T3 Dome – a largely unexplored structure, where the company’s Botswana joint venture discovered the copper-silver deposit ‘T3’ last year.

On the AIM market these days it seems as though many would far rather buy into the latest pump and dump on a piece of junk, than invest in a company that is actually running its business properly and making money. The problem with putting your money into junk is that at some point true value normally shines through and the resultant share price crashes can be spectacular.

Hello Share Gallumpers. One of my longtime shares is Glencore (GLEN). Hitherto, it’s been a disaster for me. Though a boost in mining share in recent times is turning the corner for me.

Copper has remained volatile in recent weeks, but is still showing far more strength than we’ve seen in the last couple of years, and I think the upward trend will continue. There are still some concerns about a potential drop in demand, but at the same time we’re not seeing many new copper projects reaching production and I can see further shortages in supply going forwards, barring a worldwide economic meltdown.

A few weeks back I wrote a piece here suggesting that Central Asia Metals (CAML) was one of the best value mining shares around, and following the release of its final results I believe that to be even more the case now.

Copper has been showing some signs of weakness in the past week or so following an unstoppable rise from around $2/lb during the early part of 2016, and despite the pullback it is still trading much higher, at around $2.62/lb, as I write this piece.

Private investors seem to be going mad for shares in anything involving lithium at the moment, in the same way as they were for oil and gas a few years back.

When a small mining company sees its market cap increase by over £66 million in the space of a month without any corresponding news to support such a rise, you have to wonder at the sanity of private investors who are still piling into the share.

Atalaya Mining (ATYM) the company once known as EMED has served up its Q3 results today and broker Mirabaud is quick off the blocks with a buy note. I know many of our readers are invested here. Though I have no strong view for what it is worth Mirabaud writes:

Hello Share Twiddlers. I’ve not looked at the giant miner Anglo American (AAL) for some years now. In general, mining companies have not inspired optimists like me over the last few years. The carnage has been terrible. But I’m getting the feeling that all the over-selling has come to an end now, to be replaced by the opposite activity.

Hello Share Splodgers. My last modest piece reflected the view of smarter investor Wildrides that two copper miners might be worth a look. He bases that view on the rising price of copper which had been depressed for a long time.

Hello Share Jumpers. When I suggested we take another look at the four British banks this week, I got a rather predictable comment from one of Shareprophets' most entertaining members, Wild Rides. You may have discovered from some of his other posts that Wilders dislikes the UK banks after burning his fingers on Lloyds Group (LLOY). 

There aren’t many of the small AIM mining companies that I’d consider as an actual investment, but I believe that Savannah Resources (SAV) is one that potentially falls into that category.

I have been very pleased with the way that Glencore (GLEN) has performed since I covered it here a few months back, but I now feel that it is time to cash in, at least for the time being.

You cannot complain when one of your tips of the year has put on over 35% in the last eight-and-a-bit months, but it would be fair to say a month or two into the year even I wondered what I had let myself in for with BHP Billiton (BLT).

Wow! Blenheim Natural Resources (BNR) just got an option to buy 7.5% of a great company for just £1. And the company has an amazing gold and copper asset in Bongo Bongo land. It sounds almost too good to be true...precisely. Caveat emptor this looks like a pre placing ramptastic load of horseshit. So lets investigate and "fiske" the news.
Blenheim says that it:

Earlier last week there was cracking news on the Batangas gold mine which - on its own justifies a multiple of the current share price. But now we have confirmation that Bluebird's (BMV) copper concentrate trading operation has banked its first cheque. More will flow and quickly.

Alexander Mining (AXM) seems to be popular amongst PIs at the moment, but I wonder how much of that actually relates to the performance of the company rather than being linked to the recent placing and warrants!

A couple of months ago I covered Glencore (GLEN) as a short, but I now think it is time to consider closing and looking to go long on the shares, especially on any dips.

BlueBird Merchant Ventures (BMV) is a stock that has not flourished since gaining a Standard Listing on the LSE on April 20th. Listed at 5.75p the shares now trade at 3.5p - 4p but that makes them look very cheap. They could double from here, easily.

I really hate backing IPOs. Many companies just struggle to adjust to life as a public company, it is like those cricketers who are great at proper cricket but just can't make the adjustment to the pyjama game. Whatever. We have had a small exposure (well not that small actually) today in Bluebird Merchant Ventures (BMV) - Bluebird Mining as was -  which is the first mining stock to make it to the London market in eight months.

If there was an award for issuing the most RNSs in the space of a few months, then Metal Tiger (MTR) would be well up there as one of the main contenders!

Like shares in many larger miners Glencore (GLEN) has enjoyed something of a recovery in recent months, and at times has been trading as high as 150% or so above the lows of 66p that it hit back in September.

KAZ Minerals (KAZ) has made a fantastic comeback in recent months, but has now reached a level where I think that the risk versus reward has swung in the other direction, and I’d be more inclined to be selling the shares rather than looking to buy.

Bluebird Merchant Ventures is set to list on the Standard List of the main market this week. We have a few shares in this company, let us be upfront about that. The CEO of Bluebird is Charles Barclay and I asked him a few questions ahead of the IPO

Gianni Kovacevic is driving a Tesla across the US and promoting his book, ‘My Electrician Drives a Porche’. Contrary to popular belief the car only takes 30 minutes to charge, on long term trips the Tesla takes no more time than a conventional car. The age of the electric car is finally upon us.

If you’re looking for a small miner with long term potential that is currently trading cheaply, then I would definitely consider adding Savannah Resources (SAV) to the list.

Flushed with raising £1 million in a lowly 0.8p placing, AIM listed Noricum Gold (NMG) says it could start production at its Bolnisi copper and gold project in the Caucasian republic of Georgia 'potentially as early as the third quarter of 2016'.