If you got burned in the past at junior mining investments by overly positive newsletter writers, sell side analysts or other (paid) sources which more often than not avoid to mention (hidden) risks or critical flaws, The Critical Investor goes a few steps further, and might provide a fresh, more in-depth, unbiased and critical vision on things, hence the name. For examples of those risks or flaws just think of management overpromising and underdelivering, inactivity, shortfalls in cash, windowdressing, bad trackrecords, negative trends on AISC/cash flows/production grades, depleting reserves without renewal, tricky accounting, bad financing terms, permitting issues, commodity issues like possible equilibrium shifts, too much supply coming online, location issues (climate, local opposition, politics), infrastructure, currency effects, influence of investment groups behind the scenes, project economics not up to standards, companies being overvalued based on important but avoided metrics, etcetcetc. Being an insider of the sector, talking frequently to industry participants (company management, analysts, fund managers, investment bankers, etc), provides for up to standard insights and useful feedback. By analyzing lots of technical reports, analyst reports, economic studies, interviews, articles and other sources, The Critical Investor has developed extensive knowledge about deposits and projects, which often proves to be useful for identifying threats or opportunities.Avid and critical mining and mining related stock investor from Europe. Number cruncher, looking for high quality companies, mostly growth/turnaround/catalyst-driven to avoid too much dependence/influence of long term commodity pricing/market sentiments, and often additional long term deep value. About the Mining For Alpha Subscriber service, part of the Marketplace: This service runs since April 2015, and consumes most of my time dedicated to Seekingalpha. Therefore publishing free content is limited for now. If you want to know more about the junior mining universe, please check out my website: www.criticalinvestor.eu, which contains also my analysis on stocks, lots of hopefully useful rss feeds of blogs and news, and lots of other information. Please consider subscribing on my free newsletter.Disclaimer: I am no certified financial advisor so always do your own due diligence on possible investments.
I'm a former senior corporate finance professional and hold an MBA with specializations in Finance and International Business. I've also passed the CFA Level I exam. I have extensive experience in the emerging markets & leveraged finance spaces and a long history of working on debt refinancings, recapitalizations and leveraged buyouts. I also have over 20 years of investment experience in both the public and private markets. At present I spend most of my time analyzing companies and investing in public and private equity.
I enjoy sharing my views with other readers, learning from their experiences and contributing from mine. Everything in the comments and articles that I write and publish is strictly my opinion. It is your responsibility to research and analyze any company I recommend after reading my article prior to investing. I am not a registered investment advisor and am not in the business of making investment decisions for anyone besides myself. Do your own research prior to buying any security that I follow or write about. I would also suggest that you consult with your financial advisor prior to taking any action after reading an article that I wrote. See Seeking Alpha's policy on anonymous authors.