• Wishbone Gold – Align interviews Chairman/CEO Richard Poulden

    November 9, 2017 | Posted by

    Zak Mir talks with Richard Poulden, Chairman/CEO of Wishbone Gold. Click the play button below to listen to the interview. https://zakmir.files.wordpress.com/2017/11/wsbn.m4a Key points addressed: Explanation of what is an artisanal miner. African expansion plans. Differences between other gold companies explained. Global application possibilities including Australia and South Africa. Business model pioneered by Glencore predecessor Marc […]

  • Pathfinder Minerals – New Speculative buy call offering a rare asymmetric risk/reward profile

    November 4, 2017 | Posted by

    By Richard Jennings Regular followers of us at Align will know that our primary investment method is to alight upon deep value situations where we perceive asymmetric risk/reward structures. Some go very well such as ITM Power, Genel Energy, Silence Therapeutics, Gulfsands Petroleum, Anglo American etc and others not so well, principally Providence Resources (one […]

  • US Generic pharma plays – Teva, Endo & Valeant – an abject lesson in capitulation

    November 2, 2017 | Posted by

    By Richard Jennings Everybody dreams of buying a stock at the low and selling at the high. When looking at a historic chart this always seems so simple in hindsight. Reality is somewhat different. Indeed, many stock commentators will tell you that it is foolish to try and pick a bottom (“brown fingers and all […]

  • Mayan Energy update – encouraging operational progress reaffirms our Buy stance

    October 31, 2017 | Posted by

      An operations update from Mayan Energy today brought good news from the mature oilfields of Texas and Louisiana where the new management team is seeking to grow oil production to 1,000 bopd in 2018. This announcement brought investors up-to-date on Mayan’s activities as the team set about raising production as well as the all-important […]

  • Prairie Mining Update – continued operational progress. Reiteration of Buy stance

    October 31, 2017 | Posted by

    Quarterly results out today from Prairie Mining make for good reading and underscore our belief that the Company is a potential world-class hard coking coal supplier. There was welcoming news from both of Prairie’s two low-cost projects in Poland (Jan Karski and Debiensko) which are planning to become important suppliers to the Europe’s leading steel […]

Loading More