Mining

Mar
03
Is the Anglo American rebound too good to be true?

Is the Anglo American rebound too good to be true?

Disclosure: I own shares of Anglo American. My original investment in Anglo American was far too early. My second purchase
3 min read
Dec
23
Is Lonmin becoming a contrarian buy?

Is Lonmin becoming a contrarian buy?

Disclosure: At the time of writing,I do not own shares in Lonmin. So the dust has settled and Lonmin
4 min read
Dec
08
Anglo American and BHP Billiton -- what next for my biggest losers of 2015?

Anglo American and BHP Billiton -- what next for my biggest losers of 2015?

Disclosure: I own shares in Anglo American and BHP Billiton. I’ve updated this article in the light of
3 min read
Nov
10
Lonmin enters last chance saloon with $407m rights issue

Lonmin enters last chance saloon with $407m rights issue

Disclosure: I have no financial interest in any  company mentioned in this article. Lonmin’s decision to raise $407m
3 min read
Oct
23
Anglo American cuts production, but now's not the time to sell

Anglo American cuts production, but now's not the time to sell

Disclosure: I own shares in Anglo American. It’s clear that my Anglo American buy in the summer was
2 min read
Aug
26
Market correction portfolio update / BHP Billiton results review

Market correction portfolio update / BHP Billiton results review

Disclosure: I own shares of BHP Billiton. Monday’s market correction wasn’t a lot of fun. Clearly
2 min read
Aug
14
Hargreaves Services plc: on course but destination uncertain

Hargreaves Services plc: on course but destination uncertain

Disclosure: I own shares of Hargreaves Services. Results from Hargreaves Services (LON:HSP) earlier this week made interesting reading. The
3 min read
Jul
28
Lonmin Plc: Value buy or value trap?

Lonmin Plc: Value buy or value trap?

Lonmin may be a falling knife. Beware. Disclosure: I have no financial interest in any  company mentioned in this article.
4 min read
Jul
24
Anglo American interim results: dividend held, challenges remain

Anglo American interim results: dividend held, challenges remain

Disclosure: I own shares in Anglo American, Rio Tinto and BHP Billiton. Half-year results from Anglo American (LON:AAL) today
4 min read
Jun
19
A low point for miners? Why I've bought Anglo American plc

A low point for miners? Why I've bought Anglo American plc

Disclosure: I own shares in BHP Billiton and Anglo American. I’ve been watching the big mining stocks for
3 min read