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Posts Categorized: Alba Minerals

  • ALBA MINERALS – BLUEJAY CONUNDRUM 3 – JORC LIGHT ABOUT TO BE SHONE ON MATERIAL DISJOINT IN VALUE

    August 12, 2018 | Posted by

    Since our initial highlighting HERE of the long ALBA/short JAY opportunity on 1 April this year we can see in the chart below that those that followed our suggestion have veritably “made hay” with the price of ALBA increasing by near 60% at one point last month whilst JAY has fallen by just under 30%. […]

  • Alba Mineral Resources valuation conundrum – part (2)

    July 22, 2018 | Posted by

    We last wrote about Alba Mineral Resources HERE in which we pointed out the monumental valuation disjoint between the market caps of Blue Jay Minerals and Alba which persists to this day. In this blog piece we will now highlight the additional Sum of the Parts (SOTP) discount between UK Oil & Gas (UKOG) and […]

  • The BlueJay Mining – Alba Minerals conundrum

    April 2, 2018 | Posted by

    We have been bears of BlueJay Mining (see HERE) for many months, believing the stock to be one of the biggest AIM promotes in recent years. We have raised many flags from the supposed “cornerstone” investor Western Areas of Australia selling out, related party sales (read SP Angel) whilst advocating a Buy stance and Director […]