Registered:
29/12/13
Seen:
12th May
Followers:
0

Comments
71

Occupation: Company Director, Consultant, Entrepreneur, Private Investor, Private Equity

Interests: Oil, Private Equity, Property, Stocks

Location: United Kingdom

About Me:

Private Investor.


Investment Strategy
I trade... a few times per year
I tend to buy... after much research
I hold for... years
I invest with... <£500k
Diversification is ... a hedge for ignorance

Predominantly  - Value Investor.  Interested in Oil exploration and Mineral Resource Exploration.



Square Mile Junky's Latest Blogs

Earlier this year I posted on a 'sucker stock' that has since bagged. It took several months but I liked the management and the story. It's now reclassified as a momentum stock by stockopedia - hardly much better - but it's an improvement I guess. It seems to be getting its act together. A few on this board probably thought it was a waste of…

This is an interesting one. The ranking says it's barking. The story the team are building says something very different. TLOU Energy - http://tlouenergy.com/ - is based out of Australia and listed on ASX and AIM. The management team look very solid and there is a history of returning large multiples to investors e.g. Sunrise Energy with Tony Gilby.. Botswana is also land locked and…

There seems to be a lot of AIM companies in the exploration space that are best described as barking, ramped on twitter, and followed by the del and Rodney brigade - this time next year and all that. Which AIM companies in Oil Exploration (I am being a contrarian here) do you think will have longevity and are managed well?

The comparison is stark! I notice that Tower Resources has galloped at a pace recently - based on an impending drill in March/April with Repsol in Namibia. Tower is less diversified than Chariot, has less cash than Chariot, and yet its market valuation is approaching 4 times that of Chariot.  Furthermore - looking at the relative valuation figures on stockopedia - Chariot is way undervalued…



Square Mile Junky's Latest Comments

An interesting write up which lays out some historical context on what is becoming, increasingly, a solid turnaround story. https://www.mining-journal.com/resourcestocks/resourcestocks/1347762/new-thinking-carves-out-strong-zinc-position-for-europa-metals

A very interesting Podcast today with the EUZ director Laurence Read. 2019 will be a very exciting time for the company. https://www.voxmarkets.co.uk/articles/europa-metals-united-oil-gas-savannah-petroleum-b6da7a1/

Yes you can. Read the art of execution by Lee Freeman-shor which is an eye opener.

Very useful as the SASA asset is often used in comparisons with EUZ Toral asset which keeps increasing in size. The 30%-50% of free cash flow s dividends is encouraging as is the Q4 potential for acquisition activity. Thanks for sharing.

Excellent progress announced today - a 19% increase on its maiden jorc 2012 which was released in January. 19mt instead of 16mt by virtue of a cost efficient re-logging exercise which also reinforced the view of the block model validity. A scoping study is targeted for September where first economics will be shown,- so it’s imminent. The asset in Toral Spain remains open along strike…

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