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.

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.

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.

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!

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”.

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.

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?

Hello, Share Pickers. Once the world returns to normal, miners will find their commodities in demand again as manufacturers gear up for pent-up demand. I’ve just reviewed a Footsie miner, Fresnillo (FRES). Let me make a second suggestion for further investigation. And it’s Glencore (GLEN)…

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.

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…

Shares in Europa Metals (EUZ) are currently at 13.5p, down more than 18% on the day – and you were warned on this website that this was coming by Gary Newman…

The AIM market is full of companies which have never managed to achieve anything of note despite operating for years, and often it isn’t that hard to spot when they are going to raise more funds imminently.

It seems to be a growing trend on the AIM market, especially with resource companies, whereby they believe that changing the name of the business will erase memories of past failings!

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.

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.

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.

Banker Alex Molyneux argues that uranium is an attractive commodity that utilizes long-term contracts; however, that can result in pricing that doesn’t reflect the underlying product. Lately, uranium has been rising from mine closures, and due to the way, KazAtomProm and Cameco operate.

I can’t see Europa Metals (EUZ) shareholders being particularly pleased with the latest news from the company, and even less so with the 22% odd drop that it caused in the share price yesterday. This small AIM company is one that I haven’t exactly been a fan of in the past in its previous incarnation as Ferrum Crescent, and as is often the way with these companies that change name, and even management, not a lot tends to change with regards to performance...

Hello, Share Tweezers. As Gilbert and Sullivan might say: here’s a howdy-do. An AIM company incorporated on the exotic island of Bermuda with a big interest in a Chinese miner. Griffin Mining (GFM) though looks worth a shufti because its fundamentals are quite tasty and its history is sound.

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.

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.

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.

Okay the man behind the world's best known resource investment group is talking his own book. But he is more often right than wrong.

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.

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.

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.

Regular readers here will know that I’ve not exactly been a big fan of Ferrum Crescent (FCR), but there could now be a slight glimmer of hope for anyone trapped in this serial underperformer.

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.

The lower end of the AIM market can be surprisingly predictable at times, especially when it comes to raising funds, so it often amazes me how many private investors get caught out when such news comes. That would certainly seem to have been the case with the recent fundraising activity at Ferrum Crescent (FCR) and the events leading up to that, even if many on the bulletin boards were in denial of what was coming.

With any AIM listed natural resources company it is always interesting to look at where the company is at this point in time when compared to the accumulated losses of the business since it started.

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.

Vedanta Resources (VED) was one of my best performing shares during 2016, and after a significant pullback in the share price in recent months it is well worth considering buying back in at current levels.

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.

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.

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.

There would appear to be an increasingly common correlation between CEOs who freely indulge in podcasts, interviews and courting private investors, and those same PIs getting screwed a short while later!

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.

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.

I was all set to recommend selling Arian Silver (AGQ) when it popped to 12p the other day for no apparent reason. It’s now 8p to sell and despite a lowly market cap of £2.8 million  the shares are likely to trade much lower.

Craig Thomas is celebrating two months as chief executive officer of heavily--indebted southern African copper play Weatherly International (WTI) by tapping into funding facility from 25% shareholder Orion Mine Finance, boosting production from the company’s flagship open-pit Tschudi copper mine in Namibia and studying how to revamp its presently uneconomic underground projects in the same country. AIM-quoted Weatherly, whose shares have plunged from its 8p float price 15 years ago and a more recent 3.88p 12-month high to a mere 0.68p now, has drawn $4 million from an $80 million-plus facility provided by Orion to help ramp up production at Tschudi and apply what Thomas calls ‘real detail and rigour’ to Otjihase and Matchless, the underground projects now grouped in the company’s ‘central operations’ division.

Zinc waste recycling specialist and long-term AIM dog ZincOx Resources (ZOX) is seeking £3.2 million in a placing and open offer at 13p to improve the performance of its flagship recycling plant in Korea and develop new projects following a drastic improvement in operating results there. Indefatigable chief executive Andrew Woollett, who is contributing to the fund raising, says the £2.1 million placing should enable the company to remove bottlenecks at the Korean plant, which is claimed to be one of the largest electric arc furnace dust facilities in existence, while he hopes the £1.1 million open offer will ‘allow us to press ahead with pre-development work for our next project and so begin to unlock the potential for rotary hearth furnace technology.’

Conroy Gold and Natural Resources (CGNR) ‘could have more than 10 million oz. of gold,’ declares Professor Richard Conroy, founder, chairman and 22% shareholder of the unhurrying Irish gold explorer whose unloved shares have lost 97% of their value since floating on AIM at 25p 15 years ago. Also head of Finland-focused Karelian Diamonds and one of the original discoverers of Ireland’s major Galmoy zinc deposit in Kilkenny, Conroy is celebrating encouraging infill drilling results at the Dublin-based company’s Clontibret gold and antimony target in Co.Monaghan.

Roy Pitchford, seasoned chief executive officer of bombed-out Vast Resources (VAST), says the company should later this year be producing gold from the Pickstone Peerless mine in Zimbabwe and a range of metals from gold to copper and zinc from Baita Bihor in Rumania, an incongruous and opportunistic mixture explained by the company’s tortuous history. Vast, which changed its name from African Consolidated Resources in December when it raised nearly £1.6 million at 0.5p to gain potential control of Baita Bihor in Transylvania’s Apuseni mountains, tapped the market again for another £900,000 the other day at 0.6p and, though Pitchford argues it is ‘funded to take Baita Bihor into production’, he adds ‘but we would like to raise a bit more in two months.’

John Embry, is the Chief Portfolio Strategist at the world’s largest resource investor Sprott. This market for gold and gold stocks is the worst he’s seen for 40 years, he noted in a recent interview. But what happened 39 years ago. The interview is a fascinating insight from a man with unmatched experience.

Dowgate, house broker to John Teeling lead Irish zinc play Connemara Mining (CON) has published a detailed research note on the company arguing that at 1.5p the shares are a buy. Analyst Jason Robertson writes:

Before Christmas, Alexander Mining (AXM), AIM-quoted South America-focused copper and gold play-turned ore treatment innovator, could well know whether it has pulled off a deal with a £1 billion mining group to commercialise proprietary technology which, it claims, could transform the economics of mining zinc, cobalt, copper and other minerals. Last month, Alexander, co-founded and chaired by abrasive former mining financier Matt Sutcliffe and backed by commodity hedge fund Ebullio among other groups, granted an option to this unnamed ‘mid-tier’ mining concern to make use of its Ammleach technology in the treatment of oxide, near-surface zinc ore.

Masoud Alikhani, veteran chairman of Berkeley Mineral Resources (BMR), is celebrating the belated approval by environmental authorities in Zambia for its $18.7 million (£11 million) lead, zinc and copper tailings project at Kabwe in the heart of the central African country’s mining district. According to the AIM-quoted company, first tailings production could start ‘within  days’ following written approval from the Zambia Environmental Management Agency (ZEMA), which also triggers the second half of a £1 million equity financing of Berkeley at a lowly 1.4p a share through Park Lane stockbroker Novum Securities.