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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, Undervalued-Shares.com is here to help!
Just Eat Takeaway.com
Twitter – the great revival story of 2021?
Ready for the next Fiverr?
Poland's new "Golden Age" for investors
Free weekly dispatches
Digital Decolonisation (part 1): A rock star investment theme for the 2020s?
We had BRICs, FAANGs, and even FAANG-BATs. These investment trends have made fortunes for early investors. What’s next?
Lockdown visit in London – 9 weeks of studying trends and investment ideas
New (and old!) investment ideas from the UK, and other musings from my research trip to the UK’s capital.
Blogs to watch (part 17): value and opportunity
A German blogger who writes about small- and mid-caps in English only – does that sound familiar? value and opportunity is a blog written by a kindred spirit.
The Amazon of Iran – 10, 50 or 100 times your money by investing via Sweden?
Is Iran’s Digikala the world’s most exciting stock in e-commerce investing? A Swedish investment holding believes it is.
Is the UK stock market finally ready to fly high?
The UK’s 10m vaccination milestone, a new IPO boom driven by tech, and surging M&A activity. Here are three topics for playing the London market.
Adventures in London – and some different perspectives for investors
Spending the past four weeks in the UK’s capital, I wanted to share my impressions. Upon closer inspection, not all is what it seems.
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