Latest Articles

EMN DFS delivers US$1.34 billion post-tax Net Present Value

  Email   Aug 05, 2022

Our European battery metals Investment Euro Manganese (ASX:EMN) released its long awaited Definitive Feasibility Study (DFS) last week, giving us an in-depth look at the metrics behind EMN’s high purity manganese project in the Czech Republic.

VN8 following the telco playbook for growth

  Email   Aug 04, 2022

VN8 is a small cap telco that provides cloud-based, telecommunication solutions to Australian small and medium enterprises (SME). The company posted $10.5M in revenue for the quarter, up 81% from a year earlier, marking VN8’s second consecutive quarter of record revenue as customer numbers continued to grow across all divisions.

GAL’s discovery drilling timeline, visualising the sulphide body and what’s next

  Email   Aug 03, 2022

Today, GAL delivered some more good news with the latest batch of assays contributing to an increase in the size and scale of the discovery.

What market crash? Phosphate used in batteries now?

Jul 30, 2022

We have a theory that modern markets swing a lot more quickly and wildly than 5 years ago - given the sheer number of new market participants and trading apps combined with the lightning speed of financial information flow.

It’s phosphate - and MNB has a lot of it

  Email   Jul 29, 2022

MNB has rapidly evolved over the last six months now riding not one, but THREE of our favourite long-term macro investment themes:

GTR launching USA uranium drilling campaign

  Email   Jul 28, 2022

Yesterday, GTR completed the planning process for its upcoming 100,000 foot (~30,000 metre) drilling program across its uranium projects in Wyoming - drilling should start in the coming weeks and be completed by Christmas.

Our new Investment. Battery materials bottom? Summary of the key media events this week.

Jul 23, 2022

Commentary: Battery materials are back. Our new Investment. Battery materials bottom? Summary of the key media events this week.

Our Latest Investment is…

  Email   Jul 22, 2022

As long term holders, our big bet is that we want to see SGA develop its giant graphite resource, which we believe has the potential to catch the interest of major miners and become a world-class graphite mining operation.

KNI kept drilling after it kept seeing visible cobalt - assay results should get interesting

  Email   Jul 20, 2022

Today, KNI announced that it completed its expanded 11 diamond drillhole campaign - hitting visible cobalt in 7 out of the 8 holes at their highest priority target.

BPM Sees Lead-Zinc Along Strike From Rumble, Assay Results Next

  Email   Jul 19, 2022

Today, BPM announced that portable XRF readings confirmed lead-zinc mineralisation across five key areas of interest from depths of only 40-100m.

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