SP Angel Mining Analyst and Partner John Meyer discusses the rout in commodities and impact from China. He speaks with Francine Lacqua and Manus Cranny on Bloomberg Television's "The Pulse" (Source: Bloomberg)
SP Angel Mining Analyst & Partner John Meyer and JP Morgan Asset Management Strategy Head for European Equities Stephen MacKlow-Smith discuss what Meyer calls 'tough times' for Glencore and if that presents and investing opportunity. The speak with Mark Barton on Bloomberg Television's "On The Move". (Source: Bloomberg)
SP Angel Partner John Meyer and Bloomberg’s Jesse Riseborough discuss South32 missing estimates and whether the company is a takeover target. They speak with Francine Lacqua on Bloomberg Television’s “The Pulse.” (Source: Bloomberg)
John Meyer, an analyst at SP Angel, recommends buying copper and shorting the "pure" producers of the metal like Antofagasta Plc. He also predicts Glencore Plc will make "buckets" from trading copper and oil. He speaks with Jonathan Ferro on Bloomberg Television's "On the Move." (Source: Bloomberg)
John Meyer, mining analyst at SP Angel, discusses the current market for miners and the quality of companies at Mines & Money London 2014, which he believes is higher than in previous years. ‘These aren’t the get-rich-quick guys. These are the guys that are determined to make it work,’ says Meyer. (Source: Proactiveinvestors)
Frank Timis, the controversial mining magnate, yesterday bought the Ebola-hit mining operations of Sierra Leone’s London Mining in a move that raised yet more questions over his modus operandi. (Source: The Independent)
International Ferro Metals Limited (LON:IFL) had its price objective lowered by SP Angel from GBX 20 ($0.32) to GBX 17 ($0.27) in a research report released on Monday morning. SP Angel currently has a buy rating on the stock. (Source: WKRB)
Mariana has progressed to Year 2 of the option agreement on Soledad by making an option payment for US$75,000 and committing to a US$650,000 work programme. This has been based on positive results on a completed 2,084m drill campaign. The second part of the work programme will focus on testing ... (Source: Directors Talk)
John Meyer, SP Angel, picks International Ferro Metals, which has ‘excellent’ management, and Kefi, which is due to produce first gold in early 2015,and has all-in cash costs of just $600 per ounce, giving it a substantial margin.
John Mayer, mining analyst at SP Angel, looks at the investment and trading environment in the mining sector. He highlights the falling prices, and says that in regard to iron ore especially, the majors are pursuing a strategy to ‘force a lot of producers’ out of business.
John Meyer, partner at boutique mining house SP Angel, said the mood of the Mines & Money conference in London has been more upbeat than has been the case in recent years. He also said he has spied some new institutional funds “putting out feelers”, which bodes well for investors coming back into the sector.