Common sense investment opportunities around the world

Weekly newsletter (free)

In-depth research reports (from USD 49 p.a.)

Expand your thinking by tapping Into my 25+ years of global investment research expertise


Discover world-class companies trading at low prices


Beat low interest rates with dividend yield strategies


Benefit from a different, independent view of the world

Latest Reports for Members

Exclusive report for Lifetime Members only

Strong junior mining candidate for a lucrative bid cover

Exclusive report for Lifetime Members only

M&A fever among junior mining stocks

17 January 2021

Large gold mining companies are approaching the end of their minable reserves – the so-called "reserve cliff". These large corporations will increasingly use their record levels of cash to rebuild their reserves. What's the easiest way to do so quickly? Acquire junior mining companies!

A recent bidding war is indicative of what's to come.

Cardinal Resources (ISIN: AU000000CDV9) had explored and developed a 5m ounce reserve in Ghana, Africa. When a bid was made for the company, no less than THREE other bidders entered the fray. One of them was a Chinese company with state-backed funding to mop up the strategic metal around the world.

Nine months later, the Chinese emerged victorious. The biggest beneficiaries were the company's shareholders, who made between three and four times their money.

There is a lot of pent-up demand for M&A in the gold sector. It's almost certain there will be plenty of similar situations unfolding over the next one to two years.

The question is, how to find such opportunities before the market wakes up to them?

Fear not, is here to help!

Just Eat cover

Just Eat

Twitter - Limited downside and a surprisingly large upside

Twitter – the great revival story of 2021?

Ready for the next Fiverr?

Ready for the next Fiverr?

The ONE Polish stock to own for the 2020s

Poland's new "Golden Age" for investors

Free weekly dispatches

Join for free to get my weekly columns with investment insights from around the world

Discover my investment ideas

Curious how my in-depth research reports look like? Download a FREE sample report (PDF - 6MB)


What members say


Your reports are always a joy to read and they give a solid perspective on interesting investment opportunities. Big thanks for that.

Tibor, Oman


I just wanted to praise you for the work you are presenting us and for the way your write your reports (clean, understandable, easy to consume, and focused on long term value - and not short term propaganda).

Tiago M., Portugal


Unrivaled value for retail investors in your reports. Gazprom actually helped me pay off one of my student loans which I've been struggling with for a while. Your work is changing Can't tell you how valuable and interesting I find them, just what I am looking for.

Tyler, USA


Thanks again for all your great reports and I do already look forward to the next one!

Johannes, Hong Kong


Have read through all your reports and just want to thank you again for the amazing insight. Can't tell you how valuable and interesting I find them, just what I am looking for.

Steve P., Australia


You are the Sherlock Holmes of the stock market. Love your analysis. It's not only pretty accurate but fun to read.

Pablo, Argentina

As seen in