Due Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns.
Doc Jones the Resource Investor
66 episodes
4 days ago
I’m a PRIVATE INVESTOR, enjoying early retirement after a long, successful, and fulfilling career as an investment professional with a focus on the resource sector (including oil and gas). I employ common sense, fundamental, bottom-up analysis that incorporates not limited to: currency exchange rates, cost of labor, raw materials cost, geology, metallurgy, cost of capital, infrastructure, micro/macro influencing factors, experience of management, capital discipline by management, etc, etc… Research, research, research. I run a highly concentrated and focused portfolio.
The Math never lies
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I’m a PRIVATE INVESTOR, enjoying early retirement after a long, successful, and fulfilling career as an investment professional with a focus on the resource sector (including oil and gas). I employ common sense, fundamental, bottom-up analysis that incorporates not limited to: currency exchange rates, cost of labor, raw materials cost, geology, metallurgy, cost of capital, infrastructure, micro/macro influencing factors, experience of management, capital discipline by management, etc, etc… Research, research, research. I run a highly concentrated and focused portfolio.
The Math never lies
Due Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns.
13 minutes 13 seconds
9 months ago
Update with CEO Jon Deluce of Abitibi Metals $AMQ
Key points.
-Over 10 million in cash.
-Majority of resource is in the CU, AU zone open for expansion
-MC of 30 million with 1/3 in cash
+9000 meter to release form 2024 drill program.
Due Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns.
I’m a PRIVATE INVESTOR, enjoying early retirement after a long, successful, and fulfilling career as an investment professional with a focus on the resource sector (including oil and gas). I employ common sense, fundamental, bottom-up analysis that incorporates not limited to: currency exchange rates, cost of labor, raw materials cost, geology, metallurgy, cost of capital, infrastructure, micro/macro influencing factors, experience of management, capital discipline by management, etc, etc… Research, research, research. I run a highly concentrated and focused portfolio.
The Math never lies
