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 new Subscriber service: I do write freely available analysis on a few portfolio stockpicks, but most of them are only accessible to subscribers. Open to research assignments, individual portfolio advise, all related to mining. Disclaimer: I am no certified financial advisor so always do your own due diligence on possible investments.
I am a long term investor with over 25 years experience. My goal is to choose good companies that will grow over time and provide a solid return. I'm not looking to get rich quick, just get rich before I retire!
I am a value investor. My goal is to find stocks which are trading at a discount to the market due to a temporary obstruction, but with high long term growth potential. I am not afraid to put my capital in stocks which are not loved by the market at the moment, as I believe that these stocks will eventually provide the greatest percent increases in the future.
Ringler Consulting and Research GmbH offers various consulting services to mining companies and institutional capital market participants. This include, for example, the creation and distribution of research studies on mining companies´ stocks.
Ringler Consulting and Research GmbH was founded in 2014 by Mr. Carsten Ringler, who represents the company as Managing Director. Mr. Carsten Ringler has extensive capital markets experience in trading and valuation of stocks, fixed income and money market products. His Trader career began in 1991 when he worked for Deutsche Bank AG on the trading floor of the German stock exchange in Frankfurt.
In his last position as managing director of a securities trading bank he was, inter alia, responsible for the fields of compliance, risk management and commodity trading. During this time he developed a mutual fund with a focus on mining companies and was responsible for the stock selection process and Fund Advisory.
Steven H. Goldman is a commercial litigation lawyer and senior partner in the Toronto law firm of Goldman Hine LLP. He is a former member of the board of directors of Tribute Pharmaceuticals Inc., a Canadian public pharmaceutical company which recently merged with Pozen Pharmaceuticals on February 5, 2016, and is now known as Aralez Pharmaceuticals (Nasdaq: ARLZ). He is currently on the board of directors of both Select Sands Corp. (TSX.V: SNS.V) as well as Comstock Metals Ltd. (TSX.V: CSL.V) which both trade on the TSX Venture exchange.