Latest Articles

Apr 23, 2025

ASX:JBY

11 min

The gold price is currently sitting at US$3,360/ounce. It’s finally taken a healthy little breather overnight, after running up over 30% since the start of the year.  Some pundits are predicting a gold price as high as US$5,000/oz...  Our Investment, the $64M capped James Bay Minerals (ASX: JBY), has a 1.4M ounce gold JORC resource in Nevada USA. Why has the JBY share price been running on no news over the last two days?

Apr 15, 2025

ASX:SGQ

14 min

Critical industries in the US rely on imports from China for rare earths and all of their downstream applications, including permanent magnets. Our Investment St George Mining (ASX: SGQ) already has one of the largest and highest grade hard-rock rare earths deposits in the world.

Apr 14, 2025

ASX:GGE

10 min

GGE announced today it has acquired an option on a 70% working interest of an offshore block in Namibia.  The block already comes with a mean prospective resource of 1.1 billion barrels of oil. GGE is capped at $5.6M (at 0.2c per share), which is the price it just raised $700,000. We have Increased our Investment in GGE at 0.2c.

Apr 11, 2025

ASX:MTH

12 min

MTH has just announced a second drill rig has started drilling into a new never before tested gold and silver target…  Just as the gold price soared to yet another brand new ALL TIME high (ever) of US$3,200/oz just as we pressed send on this email.

Apr 10, 2025

ASX:PFE

13 min

The USA lithium industry is mainly focussed on one part of the country - the Smackover region in the state of Arkansas.  The Smackover is teeming with investments from global energy giants seeking to use Direct Lithium Extraction to produce the battery metal from its high grade lithium brines…  We are Invested in the only micro cap ASX listed company with acreage in the Smackover in Arkansas - ~$6.6M capped Pantera Lithium (ASX: PFE).