iBall

iBall

What’s driving the price of those companies investors are trading and what’s behind the headlines.

Tue, 15/05/2012 - 05:00

The gold and silver rush continues as investors flee paper and flock to precious metals. So miners like Hochschild are mining a rich seam…figuratively and literally.

Afren (AFR)

Not a company to sit around on its assets, Afren is a short lesson in focus, knowledge and shopping locally.

Signet Jewelers (SIG)

With jeweller Signet’s cash tills ringing, as the US fling with bling continues apace, UK investors should put some much-needed sparkle into their portfolios.

Kazakhmys (KAZ)

A solid balance sheet, solid production and solid funding, courtesy of their Chinese neighbours. Kazakhmys has ridden the mining boom but Mr Market is unimpressed. A copper-bottomed winner or more hassle than it’s worth?

KENTZ (KENZ)

We have known since the days of prospecting in the Gold Rush that the companies which survive sell the picks and shovels. Kentz is the 21st Century equivalent in these days of market madness for mining stocks. Take heed.

Premier Oil (PMO)

It’s efficient and profitable but Mr Market has always looked down on Premier Oil. But a bit of shrewd re-balancing and it’s back in the riches of the North Sea, looking very attractive to predators…