Category: Moneyball Picks
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![Emerita Resources (EMO.V) begins to climb as the dust settles on big financing]()
Emerita Resources (EMO.V) begins to climb as the dust settles on big financing
If there are two things that are predictable in mining exploration, it’s that a rollback will bring a short term stock price drop (it shouldn’t, but it does), and that an under-priced financing will see the stock price fall to the financing price. The reason for that second one is simple.. if the stock is…
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![A fool’s errand: Why spending $6 billion on Manchester United (MANU.NYSE) is folly]()
A fool’s errand: Why spending $6 billion on Manchester United (MANU.NYSE) is folly
There’s a circus playing out in the Theatre of Dreams, and friends, it’s piling on more drama than a Mexican telenovela. The spotlight shines on the venerable Premier League football club Manchester United (MANU.NYSE) and two fat cats, Sheikh Jassim of Qatar and Britain’s billionaire, Sir Jim Ratcliffe. They’re both fighting tooth and nail, elbowing…
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![Niocorp (NB.T) gets massive vote of confidence with Stellantis (STLA) offtake deal]()
Niocorp (NB.T) gets massive vote of confidence with Stellantis (STLA) offtake deal
Stellantis NV (STLA.NYSE), one of the world’s largest automotive conglomerates, and Niocorp Developments Ltd. (NB.T), an emerging rare earth metals explorer, have decided to team up and signed a preliminary term sheet’ with the goal bring to finalize a supply agreement which will support Stellantis’s ambition to reduce its carbon footprint to zero by 2038.…
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![Toggle3D.AI (TGGL.C) spins out of Nextech3D.AI (NTAR.C) unlocking mass market online potential]()
Toggle3D.AI (TGGL.C) spins out of Nextech3D.AI (NTAR.C) unlocking mass market online potential
If you’ve bought anything online, you’ve faced the dilemma of having to imagine what the thing you’re buying looks like before you hit the buy button. You’ve faced that often, frankly. Maybe multiple times a day. Even ordering a bag of Cheetos from a delivery app leaves you squinting and wondering.. Is that the right…
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![Screw you, Standard Uranium (STND.V) is on the way back]()
Screw you, Standard Uranium (STND.V) is on the way back
Standard Uranium (STND.V) was on the ropes, I’m not gonna lie. They went all in on a prospect in the Athabasca Basin and gathered a strong crew and fought the cold and did the work and rolled the dice, but what happened on the end of all that is what often happens in the mining…
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![Chris Parry’s AI Update: Three AI companies with real world business]()
Chris Parry’s AI Update: Three AI companies with real world business
Welcome to the latest edition of the all singing, all dancing, all set to take over humanity and bring about the singularity, AI Markets Update. This week, we see one company ripping on the back of pioneering work, another rolling on the back of consistent B2B contracts, and another zeroing in on its core business…
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![Chris Parry’s AI Update: Three AI companies with real world business]()
Chris Parry’s AI Update: Three AI companies with real world business
Welcome to the latest edition of the all singing, all dancing, all set to take over humanity and bring about the singularity, AI Markets Update. This week, we see one company ripping on the back of pioneering work, another rolling on the back of consistent B2B contracts, and another zeroing in on its core business…
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![Tempus Resources has all the pieces needed to put together a top flight gold project]()
Tempus Resources has all the pieces needed to put together a top flight gold project
There are two kinds of mining guys in the public markets – the market-friendly corporate guy, who can raise money, navigate a boardroom, and put out a nice news release, and the dusty booted technical mining guys who know where to stick the drill, don’t mind camping out under the stars, and look downwards as…
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![Backing Frank: West High Yield Resources (WHY.V) is the legacy of a 45-year entrepreneurial career]()
Backing Frank: West High Yield Resources (WHY.V) is the legacy of a 45-year entrepreneurial career
When the phone rings and I’m writing, I’ll almost never answer it. My mother knows, and is constantly frustrated, by this. If I’m writing, researching, storytelling, conjuring humour, figuring out marketing strategies, the last thing I need is one of my sales guys using me as Google. There are two exceptions to this rule; Chinese…
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![Brascan Resources (BRAS.C): A multi-sector bet with heavily undervalued ‘bananas’ potential]()
Brascan Resources (BRAS.C): A multi-sector bet with heavily undervalued ‘bananas’ potential
I like betting on rocks. Microcap mining delivers the investor the sort of high risk/high reward opportunities that, if they get just a little bit of love from the retail audience, can really deliver multiples in return for a small bet. But if there’s one thing I like when I’m gambling – and make no…
