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Our newsletter pulls you inside a world of insightful, humorous and contrarian investment advice straight from our global network of experts.

 
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Isabel Turner And Erin Hamilton

Isabel Turner is a highly experienced financial journalist and former stockbroker. She has written for the Investors Chronicle, The Independent, Growth Company Investor, the BBC, The Daily Telegraph, the Evening Standard and The Daily Mail. She was also The Times investment column editor between 1983 and 1985 and The Times Commodities Editor and financial reporter for ten years between 1965-75. 

Isabel founded and developed City-based and funded projects in the Former Soviet Union to develop closer links for UK and FSU financial markets, banks and brokers. Also, Isabel has undertaken research and reports for The World Gold Council. She's been Director and investment manager of a UK private equity investment company and worked in broking firms Paribas, Credit Commercial de France, Laurence Prust and Henry Cooke Lumsden.

Erin Hamilton is an analytical and versatile writer, researcher and editor with a proven track record in publishing. Erin is a co-founder of PT Publishing, the parent company of Policy Tracker, a printed and online b2b newsletter. She has written for BBC Focus on Africa, the Investor's Chronicle, InterMedia, The Observer, Computing and Computerweek. She has extensive contacts in industry, government and academia across the world and is a Bachelor of Law, Bachelor of Art, and has an Honours diploma with Distinction from the London School of Journalism.

 
 
Small Cap Miners Look the Better Bet - by Isabel Turner And Erin Hamilton

The gold mining giants are looking to boost their reserves which could be good news for the small caps


India Courts African Minerals - by Isabel Turner And Erin Hamilton

China is not the only emerging power investing in Africa


The mining business is looking to market new 'precious' gem stones - by Isabel Turner And Erin Hamilton

The mining business is looking to market new "precious" gem stones


The Troubled Heart of African Commodities - by Isabel Turner And Erin Hamilton

War-torn Congo is rich in minerals but the country has not benefited.


Mexico Mining Boom - by Isabel Turner And Erin Hamilton

Mexico is benefiting from the mining boom but protectionist electioneering talk is making it nervous.


Hi Ho Silver - by Isabel Turner And Erin Hamilton

Hurrah, another positive forecast for 2008! What is this rare sighting among so much gloom and doom? Its silver. This is a bit amazing as there are tonnes and tonnes of surplus silver around. Unlike gold, the bulls favourite. Silver didnt do at all badly last year. It gained 18% to golds 28%. According to major Swiss bank Credit Suisse silver has the potential to break through $20 by the end of the year. Recently it has been trading around $16 an ounce, having risen from just over $9 two years ago...


Mining IPOs Head For Toronto - by Isabel Turner And Erin Hamilton

So, what to do if you are a minnow, new boys on the block and an explorer to boot? According to E&Y, the guys are all packing their bags for Toronto. Minings share of Toronto's stock market is even greater than London's AIM market. Around two-fifths of the index - around 1,300, no less! So what if its reputation and prestige are not as great? The fact is, Toronto is offering the money! They are very open minded in Canada. Especially in uranium and diamond stocks! Investors are extremely gung-ho by London standards. And there seems to be lots of them. It's frontier territory out there!


Silver, Gold's Poor Relation - by Isabel Turner And Erin Hamilton

Silver is on the up but how high will it go? Can anyone be sure how much there is around? No chance too much is secreted away in Indian dowries! And does anyone know how much will be mined? Out of the question. It is price-insensitive and mined as a by-product of copper or other metals. Silver has become uncomfortably volatile, after 200 flat years to the 1970s.


Precious Metals: The High Cost Of Deep Mining - by Isabel Turner And Erin Hamilton

Not the headline today but could be tomorrow. Can you imagine what this sort of news might do to a share price? Take Anglo Platinum (Angloplat), the worlds biggest platinum producer. This month Angloplats share price fell as much as 2.9% just because it warned on higher in-pipeline stocks and labour issues aka wage negotiations, strikes and MINE DEATHS! That is what you might find yourself reading. Mine deaths are a very fraught issue. It is awful when someone is killed for the families, fellow workers, and, of course, the mining companies. And for shareholders it means that production costs must rise to make the mines safer.


No More Easy Gold In South Africa - by Isabel Turner And Erin Hamilton

The sad fact, and not just for South Africa, is that the easy bits of gold have long been mined out. That applies to all metals all the way around the world. This is not surprising in South Africa, which has apparently been mined since at least a few years into AD. Now it is a struggle gold grades from existing mines have been declining, wages are rising as are social costs, equipment prices are soaring, skilled professionals are in short supply, but production and revenues have been falling...



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