web analytics
Berkeley Mineral Resources

There's been some nice price action on an equity I'd almost forgotten I owned in the past few days. Not that I'm running with a portfolio overflowing with holdings, far from it, it's just that this equity in particular has been a bit of a slow-burner. In my opinion it's always been big on potential but without earnings it was always going to find the going tough in the current market. But possibly, that's all about to change...

Timing of Good News

So often lately it seems any price rise resulting from favourable company regulatory news delivered before the opening of the market is swallowed up by bad macro-economic sentiment by day's end. Whilst it's impossible to isolate the effect of the timing of a release on price, a little look at price ranges on those days when news is released can provide some interesting results. Using Berkeley Mineral Resources - our favourite African mineral processing company - as an example, let's look at the timing of their past six regulatory announcements since the beginning of April 2012. Here they are: 1. 3rd April 2012...

Euro Resolution and Bargain Hunting

Well, it's a fact. There is now no denying it. I am a fair-weather blogger.  Since the markets began their free-fall, I've barely let out a whimper. So again, allow to me apologise. Now I'm not the only one. I've noticed quite a few other financial bloggers have fallen off the radar a little since this whole Euro mess kicked off. What can I say, it's a lot easier to put pen to paper when you're making a little coin into the bargain. So what have I been up to? I had taken refuge in gold - riding that lovely precious medal...

Berkeley Mineral Resources – Limited Downside

As investors we're always on that elusive search for the no brainer trade - the investment that just can't lose. Well I can't say I've found an investment with absolutely no downside yet, but by utilising spread trading and taking advantage of the markets where they stand at this point in time, I've found a deal or two that come pretty damn close. Let's take a look at one I prepared earlier: Berkeley Mineral Resources. I've written about them enough of late and I topped up again on Friday - buying another 110,486 at 2.07 pence a share - but that's beside the...

Berkeley Mineral Resources and Gold

With our share portfolio in free-fall there's not much good news coming out of Investor Trader for the moment. That is unless you consider Investor Trader's new colour scheme news-worthy? I had hope for Berkeley Mineral Resources (BMR.L) when I fleetingly glanced over last Thursday's Kabwe tailings JORC results RNS pre market-open. But irrespective of what nuggets it contained, deep down I think I knew the market was always going to shrug its shoulders and continue its southerly trajectory. The news? Well on the plus side we're sitting on a higher grade of lead. Masoud Alikhani, Chairman of BMR had this to say: "We...

Berkeley Mineral Resources

Anyone looking at the three month chart below (courtesy of SharePrice.co.uk) could be forgiven for assuming that June contained a profit warning or the like for Berkeley Mineral Resources. But not so! Just another month in the life of an AIM-listed minerals share.     In fact, since June of this year, in this amateur's humble opinion, there's been pretty much nothing but good news coming out of Berkeley Mineral Resources. Let's take a closer look. Below is the nuts and bolts of the past couple of months worth of BMR's news releases in a timeline. For the full releases that these (italicised) snippets are...

It’s Been a While

My apologies first up for the complete lack of posts over the past couple of months. After a spell in Russia and Asia I'm back in my native Australia taking stock of a portfolio that's suffered a bit of a bashing from its highs of January. To say I've lost touch with what's been happening in the market is a bit of an understatement. Before I headed off I'd set up RNS alerts for each of the holdings in my portfolio which did the job of conveying any major updates whilst I was on the road. Though to be honest, I...

13 UK Shares on AIM

You'll have to excuse this post, it's a little self indulgent and - as Lucy from Entertainment One has kindly pointed out - incorrectly titled, since Entertainment One moved to the main board in July 2010. I wanted to throw the recent (three months in this case) charts of all our holdings together in the one place so I can get a bit of a feel of what's looking good (and what's looking not so good) technically speaking as we punch on in to 2011. Usually I'd do this sort of thing without posting it but what the heck. So with a...

Hitting £100K in 2011

Like Santa and his helpers, late December proved to be a busy period for Investor Trader. On December 17th we completed five trades and then backed up again on the 30th with a further three (including a couple of purchase from our list of 17 potentials I wrote about last week). But more about that soon. Now, if we're to hit the magical million by April 2014, then 2011 has to see us get somewhere close to £100K (at least). We've got to step it up a little. Unfortunately I don't have the exact figures to back this up but I...

Berkeley Mineral Resources

Not quite the volatility this week as in the past few weeks but Berkeley Mineral Resources (BMR.L) is still attracting a lot of investor attention following on from Friday's interims (pdf file) and ahead of the much-anticipated confirmation of their Kabwe acquisition. Berkeley Mineral Resources in the news Berkeley Mineral has funding for Kabwe acquisition (26.11.2010) Mining and processing company Berekeley Mineral is on the look-out for more things to buy once it has completed the acquisition of the remaining tailings at Kabwe, Zambia...

Purchase – Berkeley Mineral Resources

On a tip from a reader - thanks Matt - we took a closer look at Berkeley Mineral Resources (BMR.L), liked what we saw and ended pulling the trigger on Monday, jumping in for 21,712 shares at 4.53 pence a share. In the three-and-a-half days since we've seen a 31% rise in the share price which is now trading around the six pence mark. Berkeley Mineral Resources to quote from the source, are: a mineral processing company with a strategy of processing tailings at former mines. They are currently principally engaged in the extraction of zinc and lead from tailings dumps at the...