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Tuesday, 21 March 2017

PM Bolt On: Syrah Resources (SYR), Harvey Norman,

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Good Evening, We'll call this the Australian focus. In my determination, I'm getting back into the 'blogging', albe...
Friday, 3 March 2017

Morning Mumble: Bowleven, a little Lonmin, the Caterpillar & WPP (Belatedly)

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Good Afternoon,  Good Evening, its been so long I forgot to click publish. Some tiddler octane both in the board room and stocks volati...
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Tuesday, 28 February 2017

Morning Mumble: Its been awhile...

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Good Morning, It's been a considerable amount of time since I last posted, with commodities going through the cycle and various other ...
Thursday, 24 December 2015

Morning Mumble: What a year! How do you spell Christmas?

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Good Morning, It's been a pleasure and thank you for the many words/thoughts.  We shall endeavour to post some musings over the...
Tuesday, 22 December 2015

Morning Mumble: Concha & some base metals + Glencore's Chinese Zinc Premium

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Good Morning, After abuse for over a year relating to Concha, its a poignant time to remind parties of:  EMC: Concha - CHA Cha cha (No ...
Monday, 21 December 2015

Morning Mumble: Should we set up a due diligence Firm of Randgold? + Plus Other News..

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Good Morning, What does it say for the risks of management when companies are prepared to consider joint ventures on assets that are un...
Monday, 14 December 2015

Morning Mumble: Tribal (TRB) the tone continues...China, Lonmin (LMI) & Amur's Christmas Present.

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Good Morning,  Machine gun like this morning... Tribal Group (TRB) -  EMC coverage from October . The suspicions we had two months...