This is a guest post re-published with permission from MiningMaven.com
In today’s MiningMaven podcast, we catch up with veteran investor Paul Johnson. Paul has been dabbling with stocks for 30 years, focussing on the natural resources sector over the past decade. With a wealth of experience under his belt, MiningMaven caught up with Paul to extract his current thoughts on the space. Paul describes investing in junior natural resources as a ‘rollercoaster ride’ but says he tends to maintain a position throughout the cyclical phases of the market to keep abreast of what’s going on. Paul is always on the lookout for unloved stocks offering potentially significant upside but highlights a key factor in making an investment decision is the companies cash balance and how much of cash runway that provides.
The effect the current macro climate is having on commodities is also discussed and Paul highlights two stocks he believes are particularly misunderstood by the market – ECR Minerals, and Thor Mining.
This interview was recorded on Monday 14th January 2019.
All opinions expressed are those of MiningMaven and the respective guests, unless otherwise stated and should not be construed as investment advice or a recommendation to buy shares in any featured Company. From time to time MiningMaven principals may take equity positions in companies featured. Listeners are advised to do their own extensive research before buying shares which, as with all small cap exploration stocks, should be viewed as high risk. Investors should also seek the advice of a qualified investment adviser or stockbroker as they deem appropriate. MiningMaven.com is a trading division of Catalyst Information Services Limited. Registered in England no. 06537074 (Registered Office Address 3rd Floor Ivy Mill, Crown Street, Manchester, M35 9BG) #gold #mining #investing
Author: Stuart Langelaan
Disclaimer: The author does not hold positions in any of the companies mentioned in this article
Original post: https://miningmaven.com/media/podcasts/711-podcast-mining-maven-mines-paul-johnson-for-an-insight-into-natural-resources-investing
Original date of publication: 23 January 2019