Tag: Resource Investing

Resources
Jamie Keech

How You Got Screwed In 2018

Resource Insider readers know that one of my favorite topics of discussion is rampant scum-baggery in the junior mining industry. Naturally, when Cambridge House International invited me to speak at this year’s Vancouver Resource Investment Conference, it was THE topic that needed addressing. In this presentation I discuss: The importance

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Unearthing Value in the Coal Fields of Indonesia

Since I last spoke with Ranjeet, CEO of Challenger Deep Resources (CDE-TSXV) a few weeks ago, a significant development has occurred; CDE has entered into a binding LOI with an Australian entity to acquire its Indonesian subsidiary for $2,000,000 and leave Challenger with a royalty for life of mine coal

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King Coal – Driving Indonesia’s Economy

In June of last year our colleague Scott caught up with Ranjeet Sundher, CEO of Challenger Deep Resources (CDE:TSX-V), a company focused on coal development and production in Indonesia. Whilst in Singapore he penned a summary of their conversation, Conquering the Indonesian (and Mongolian) Frontier. Scott sat down again with

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Buying Bombed out Equities for Outsized Returns

Our friend  and partner Mark Schumacher recently brought what I feel is a fabulous undervalued opportunity to my attention. Mark is both the President and founder of Thinkgrowth, a boutique investment advisory firm in Massachusetts and a contributing editor to our investment alert service. Mark’s last short sale trade on

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Mongolia: Two Steps Forward, One Step Back?

Given our bullish stance on Mongolia, which seems to conflict with much coming out of the mainstream press these days, I figured it prudent to reach out to our on-the-ground contacts, mainly self-appointed news mogul “Mogi” Munkhdul Badral, whom some of you had the pleasure of meeting whilst in Mongolia

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Thoughts from the Frontlines on Asia’s Next Tiger

Mongolia is growing rapidly, but the media continues to downplay the country’s economic expansion. After spending 5-months on the ground, the opportunities seem even greater now to invest in the world’s most exciting growth story. Yes, we are beating this (Mongolia) to death once again. However, when we believe in

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Burmese History – A Guide for the Future?

I wrote recently about the “crowd” high-tailing it out of Mongolia for Myanmar. They’ve gone to poke around and will likely leave the country with tales of beauty and opportunity, but not much else. Hot money (or in the case of Myanmar, hot money investors) will ruminate on how to

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Myanmar – In the Mix

(China, Missionaries, Methamphetamine and the CIA) As is often the case when investing in Frontier markets it is important to get a grip on what has come before, the current reality and what to be scared s*#tless of. Mark and I spend a great deal of time attempting to figure

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