ShareProphets : tidm

Minco – The World’s No 1 Mining Analyst upgrades to BUY sees 100% upside

Uber cynical mining analyst Roger Bade of Whitman Howard is normally incredibly bearish on mining juniors which is why he is so good. So when he suggests 100% upside in shares in a small miner you wake up. I tend to agree with him that Minco (MIO) looks a value investment. I am not joking.

By Tom Winnifrith | Published 2014-07-25 07:04:12 |

Recent Comments

PIEROTLUNAIRE6 Nov 2026

Not exactly a share structure designed to maximise liquidity or discount to NAV!!!Contains some good companies including my fave Zegona which has been on an absolute tear for 18 months and is fated to be taken out by Telefonica at £25-30 per share versus £17.5 now.À far easier to do 2x, though, is CHRY at 66p with a 130p NAV and is in wind up mode. Basically it is a 10% stake in Starling Bank plus some other stuff. Starling is an IPO in 2-3 years time on the NYSE (and also holds a very valuable software co, Engine). So there shd be 2 years worth of growth plus the elimination of the illiquidity discount on top of current NAV.Waz Shakoor says he has weighed in heavily on this name, as have I.

Marwyn Value Investors – interims, “a number of different routes to further value creation” BUY

Dazza6 Nov 2026

I've poked it with a stick. It should be there now - Darren, ShareProphets

Tom Winnifrith bearcast: rates up, fear not they will have to be slashed

LX3556 Nov 2026

This Bearcast is still not appearing in my podcast app. When this has happened before Darren does something to resolve it.

Tom Winnifrith bearcast: rates up, fear not they will have to be slashed

COLINS26 Nov 2026

😂

Tom Winnifrith bearcast: rates up, fear not they will have to be slashed

TOM6 Nov 2026

i would not want folks thinking i was a nice employer... emma reynolds has called ouit folks like me

Tom Winnifrith bearcast: rates up, fear not they will have to be slashed

COLINS26 Nov 2026

Fair point. On one of your podcasts asking for contributions you mentioned that Steve had done a piece and then said, to paraphrase, "If he wins, he can't go anyway"

Tom Winnifrith bearcast: rates up, fear not they will have to be slashed

TOM6 Nov 2026

the facts show it was clearly the best entry, the people have spoken

Tom Winnifrith bearcast: rates up, fear not they will have to be slashed

TOM6 Nov 2026

you cant argue with a popular votenot sure i said steve could not win but he did not

Tom Winnifrith bearcast: rates up, fear not they will have to be slashed

JULES2K66 Nov 2026

Yesterday HL notified me that there has been an offer to exchange some of my holdings for "Realisation shares". The decision has to be made by noon on the 16th. I'm not sure what to do yet.

Marwyn Value Investors – interims, “a number of different routes to further value creation” BUY

Sohail6 Nov 2026

Peter Schiff like Zak Mirs “technical analysis” has been the kiss of death.I have been reading and listening to views like this for literally decades.To date the system has survived despite predictions that the judgement day is just round the corner.The huge fall in living standards appears to have been the price that has been paid by the ordinary person.Gold should have an upward move sometime in 2027.

Peter Schiff on the growing bull case for gold: tell me why he is wrong post mid terms