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Mining, Resources and Basic Materials Research

21 Nov 2019
Geiger Counter Limited GCL Nuclear Reactor Nuclear Exposure

Geiger Counter – Supply deficit unsustainable

 Supply deficit unsustainable 2018 saw a strong recovery in the uranium price. This has stalled this year, but with the uranium market now in supply deficit, Geiger Counter’s (GCL’s) managers see the potential for a resurgence in the price as more reactors come online (particularly in China and India), while major producers hold off from […]

21 Nov 2019
Geiger Counter Limited GCL Nuclear Reactor Nuclear Exposure

Geiger Counter – Supply deficit unsustainable

 Supply deficit unsustainable 2018 saw a strong recovery in the uranium price. This has stalled this year, but with the uranium market now seeing more demand than supply, Geiger Counter’s (GCL’s) managers see the potential for a resurgence in the uranium price, as more nuclear reactors come online (particularly in China and India), while major […]

12 Nov 2019

QuotedData’s investment companies roundup – November 2019

Investment Companies Roundup Kindly sponsored by Baillie Gifford  New research Over October, we published notes on Pacific Horizon, Seneca Global Income & Growth, Premier Global Infrastructure, Polar Capital Global Financials, Ecofin Global Utilities and Infrastructure, Aberdeen Standard European Logistics Income and Herald. Additionally, as part of our enhanced coverage of the property sector, we launched […]

07 Oct 2019

QuotedData’s investment companies roundup – October 2019

Investment Companies Roundup Kindly sponsored by Baillie Gifford  New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September.  In […]

07 Oct 2019

QuotedData’s economic roundup – October 2019

Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]

11 Sep 2019

QuotedData’s investment companies roundup – September 2019

Investment Companies Roundup Kindly sponsored by Baillie Gifford  New research Over August, we published notes on Aberdeen Emerging Markets and JLEN Environmental Assets . You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – appetite for risk was generally down in August, as […]

20 Mar 2019

Geiger Counter – Nuclear exposure

Geiger Counter (GCL’s) managers see the potential for further recovery in the uranium price, as more reactors come on line (particularly in China and India, where governments are keen to reduce CO2 emissions) while major producers hold off from reactivating mothballed mines. This should help broaden the recovery in uranium stocks beyond just the majors, […]

20 Mar 2019

Geiger Counter – Nuclear exposure

Geiger Counter (GCL’s) managers see the potential for further recovery in the uranium price, as more nuclear reactors come on line (particularly in China and India, where governments are keen to reduce carbon-dioxide emissions) while major producers hold off from reactivating mothballed mines (a low uranium price has seen a lot of uranium mining capacity […]

14 Sep 2018

QuotedData’s Economic round up – September 2018

QuotedData’s Economic round up – September 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

14 Sep 2018

QuotedData’s investment companies roundup – September 2018

QuotedData’s investment companies roundup – September 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in August GRIT Real Estate Income floated on the UK Stock Exchange in […]

11 Jul 2018

QuotedData’s investment companies roundup – July 2018

QuotedData’s investment companies roundup – July 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer to the market, Yew Grove […]

05 Jul 2018

Caledonia Mining – Discounted gold

Caledonia Mining – Discounted gold – Caledonia Mining (Caledonia) has had a good start to 2018 and its share price is up 22.5% year to date. Caledonia produced 56.1koz of gold during 2017, marginally beating its guidance for production of 54-56koz, despite suffering from electricity shortages and underground logistical issues (which it says that it […]

05 Jul 2018

Caledonia Mining – Discounted gold

Caledonia Mining – Discounted gold – Caledonia Mining (Caledonia) has had a good start to 2018 and its share price is up 22.5% year to date. Caledonia produced 56.1koz of gold during 2017, marginally beating its guidance for production of 54-56koz, despite suffering from electricity shortages and underground logistical issues (which it says that it […]

11 Jun 2018

QuotedData’s investment companies roundup – June 2018

QuotedData’s investment companies roundup – June 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2018. Kindly sponsored by Baillie Gifford. The premium of biotech company, Syncona, rose on positive news on two of its […]

11 May 2018

QuotedData’s investment companies roundup – May 2018

QuotedData investment companies roundup – May 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2018. Kindly sponsored by Baillie Gifford. India Capital Growth has experience a rebound in performance in the past month, as […]

25 Apr 2018

Quarterly investment companies roundup – First quarter 2018

Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]

16 Nov 2017

Central Asia Metals – Accretive transaction boosts cash flow and dividend paying capacity

Central Asia Metals – Accretive transaction boosts cash flow and dividend paying capacity Central Asia Metals (CAML) has transformed itself from a single-asset copper producer to a significantly larger base-metal producer. The acquisition appears to have added a lot of value to the company and has added another low-cost base metal operation. Marten & Co’s […]

16 Nov 2017

Central Asia Metals – Accretive transaction boosts cash flow and dividend paying capacity

Central Asia Metals (CAML) has transformed itself from a single-asset copper producer to a significantly larger base-metal producer. The acquisition appears to have added a lot of value to the company and has added another low-cost base metal operation. QuotedData’s model suggests that this could allow CAML to almost double its earnings per share (EPS), […]

10 Nov 2017
14 Sep 2017

QuotedData’s economic round up – September 2017

    QuotedData’s economic round up – September 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to […]

12 Jul 2017

QuotedData investment companies roundup – July 2017

QuotedData investment companies roundup – July 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2017. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised in July Newly launched in June were […]

14 Jun 2017

QuotedData investment companies roundup – June 2017

QuotedData investment companies roundup – June 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]

23 May 2017

Central Asia Metals – Site visit to Kazakh operations

Central Asia Metals – Site visit to Kazakh operations Marten & Co’s analyst, Paul Burton, shares his impressions from his site visit to Central Asia Metals (CAML)’s Kazakh operations. In late April, QuotedData’s analyst visited the plant site with a group of London-based analysts. The group witnessed the first copper (in solution) being leached from […]

23 May 2017

Central Asia Metals – Site visit to Kazakh operations

QuotedData’s analyst, Paul Burton, shares his impressions from his site visit to Central Asia Metals (CAML)’s Kazakh operations. In late April, QuotedData’s analyst visited the plant site with a group of London-based analysts. The group witnessed the first copper (in solution) being leached from the new Western dumps at Kounrad. The commencement of production here […]

25 Apr 2017

Central Asia Metals – A consistent dividend payer with a high yield

Central Asia Metals – A consistent dividend payer with a high yield Marten & Co is publishing a new update note on Central Asia Metals, a company in the mining sector Central Asia Metals (CAML) has increased its annual dividend by 24% year-on-year, to 15.5p per share, providing shareholders with a 6.6% yield. The company recorded […]

25 Apr 2017

Central Asia Metals – A consistent dividend payer with a high yield

QuotedData is publishing a new update note on a company in the mining sector: Central Asia Metals – A consistent dividend payer with a high yield Central Asia Metals (CAML) has increased its annual dividend by 24% year-on-year, to 15.5p per share, providing shareholders with a 6.6% yield. The company recorded its fifth consecutive year […]

10 Apr 2017

QuotedData’s round up of views on the global economy – April 2017

A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Kindly sponsored […]

03 Apr 2017

Caledonia Mining – A Golden Opportunity?

Caledonia Mining – A Golden Opportunity? Marten and Co publishes its first initiation of coverage note on Caledonia Mining Caledonia Mining (CMCL) is a gold mining company that produced 43,000 ounces (43koz) of gold from its mine in Zimbabwe in 2015 and is investing a total of over US$50m from cash flow, with the aim […]

03 Apr 2017

Caledonia Mining – 18% production increase boosts earnings

Caledonia Mining – 18% production increase boosts earnings Caledonia Mining (Caledonia: CMCL) achieved targeted gold production of 50,400oz (50.4koz) in 2016, an 18% increase on 2015, after processing a record quantity of ore at its Blanket mine. The company is aiming to increase production by a further 20%, to around 60koz of gold, in 2017 […]

03 Apr 2017

Caledonia Mining – 18% production increase boosts earnings

Caledonia Mining – 18% production increase boosts earnings. Caledonia Mining (CMCL) achieved targeted gold production of 50,400oz (50.4koz) in 2016, an 18% increase on 2015, after processing a record quantity of ore at its Blanket mine. The company is aiming to increase production by a further 20%, to around 60koz of gold, in 2017 as […]

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