image_pdfimage_print

About Andrew

Experienced private investor in the mining and commodities sectors. I look for long term growth companies, with a strong management team in tier 1 jurisdictions.

Mining Review 12th January 2025

Mining Review 12th January 2025

Calibre Mining and Gold Road Resources both declared record gold production in December 2024, after slightly missing guidance earlier in the year.

The price of gold is climbing despite the US dollar and US Treasury rates climbing, a sign of political and economic uncertainty? Continue reading

Capricorn Metals Announces CEO Retirement and Succession

Capricorn Metals (ASX: CMM)

Advised that Chief Executive Officer (CEO) Kim Massey will retire at the end of January 2025. Kim has overseen the transition of Capricorn from an advanced exploration company to a low-cost gold producer with multiple growth projects.

Current Chief Operating Officer (COO) Paul Criddle has been appointed CEO, reporting to Executive Chairman Mark Clark, effective 3 February 2025. Continue reading

City Investors Circle Watchlist additions

City Investors Circle

Following the review of our watchlists for 2025, which resulted in the deletion of a few non performing companies, we have added a few new companies which I have met recently, and I feel have a good chance of making positive progress next year.

These include G2 Goldfields, Astral Resources, Awale Resources, Exploits Discovery, and First Atlantic Nickel. Continue reading

Swiss Mining Institute Conference Day 1

Swiss Mining Institute Conference.

The first day of the SMI Conference was a busy affair, held as usual at the magnificent Dolder Hotel, at the top of the hill overlooking the city of Zurich.

The show was well attended and lively, with both investors and exhibitors upbeat despite the recent setbacks for the price of gold. Continue reading

Mining Review 13th October 2024

Mining Review 13th October 2024

A quiet week for news of substance from our watchlist companies.

Capricorn Metals announced production was still on track for guidance after a recent weather event. Thesis Gold announced the comletion of a drill program, and Cartier Resources mobilized a drill rig to commence one. Continue reading

Why I sold Aris Mining This Week

Aris Mining (TSX: ARIS)

Aris Mining has been a good investment for me, up around 50% in a few months, helped by a healthy rise on the gold price of course.

I sold the stock this week on the back of the Colombian government’s new mining law, which introduces uncertainty, and I don’t like uncertainty when I’m investing my own money. Continue reading