Episodes
Metals One (AIM: MET1), has announced its a maiden JORC Inferred Mineral Resource for the P5 area of the Finland - Black Schist Project, which now estimates the total Black Schist Project resource of 57.1Mt, more than double the previous estimate. Highlights of the P5 resource at Black Schist include 29 Mt at 0.18% nickel, 0.08% copper, 0.01% cobalt, and 0.33% zinc bringing 52kt of nickel, 24kt of copper, 3.5kt of cobalt, 96kt of zinc. Jonathan Owen, CEO of Metals One, says “this is hugely...
Published 07/16/24
Light Science Technologies Holdings plc (AIM: LST) stated in its recent trading update the group was EBITDA positive for the first time with revenue growing and margins expanding. Simon Deacon, Founder and Chief Executive Officer, explains how each of the Group’s three operating divisions (controlled environment agriculture (CEA); contract electronics manufacturing (CEM) and passive fire protection (PFP) with its Injecta fire barrier and how they each target different but large...
Published 07/10/24
GoldStone Resources Limited (AIM:GRL), the mining and development company with projects in Ghana, has updated investors on how its upgraded Gold processing plant at its Homase Gold Project in south-western Ghana has improved heap-leach gold recovery rates from 34% to circa 68%, enabling the Company to target 1,000 ounces of Gold production per month. “We've got average grades of 1.1 grams a tonne and people can very simply do the maths of what the contained gold is going to be agglomerated...
Published 07/09/24
Bradda Head Lithium Ltd (AIM: BHL, TSXV:BHLI), is a North America-focused lithium development group with assets across the lithium mineralisation spectrum including sedimentary, pegmatite and brine opportunities. The company has beaten its target 43-101 Resource of 2.5mt of Lithium Carbonate equivalent following the completion of its latest drilling programme at Basin in Arizona, which qualifies it for a US$3 million royalty payment as per its contract with Lithium Royalty Company ‘LRC.’...
Published 07/01/24
Tribe Technology plc (AIM: TRYB), the disruptive technology-first developer and manufacturer of world-class autonomous mining equipment that listed on AIM in 2023, has raised another £1.4m at 4.50p per new Ordinary Share to expedite its business strategy. Charlie King, Chief executive, explains how the new funds will accelerate getting products in the field and help build the sales pipeline. “We've secured two of the largest players in our industry as early adopters,” says King, “and...
Published 06/28/24
Andrada Mining Limited (AIM: ATM, OTCQB: ATMTF), the technology-metals producer with mining and exploration assets in Namibia, is seeking to increase the ownership of its main operating subsidiary (“UTMC”) from 85% to 100%, through the acquisition of the 15% interest currently held by the Small Miners of Uis ("SMU"). SMU is a not-for-gain organisation established by the Minister of Mines and Energy of Namibia and UTMC is a JV between SMU and Andrada's wholly owned subsidiary Andrada Mining...
Published 06/27/24
Rainbow Rare Earths Ltd (LON:RBW) has released an update on its pilot plant operations for the Phalaborwa rare earths project in South Africa, with the latest results expected to further demonstrate the project's potential to be one of the lowest cost magnet rare earth projects in development today.  George Bennett, CEO at Rainbow Rare Earths, talks investors through an update on the Company's pilot plant operations in South Africa and USA which has demonstrated significant optimisation...
Published 06/20/24
Firering Strategic Minerals (LON:FRG) , an AIM-Listed emerging quicklime production and critical mineral exploration company in Zambia and the Cote D’Ivoire, is fast tracking its quicklime Limeco project to full production capacity by 3Q25. In this interview, investors will hear: - How the company achieved positive cash flow so quickly - What the estimated revenue from the Limeco business could be - How long revenue from the existing aggregate stockpile will last - Why the markets...
Published 06/19/24
AIM-listed Scancell Holdings plc (AIM: SCLP), is the developer of novel oncology immunotherapies and is leveraging its proprietary research to generate novel medicines to treat significant unmet needs in cancer. Today, the Company has announced a major international biotechnology company is exclusively evaluating a Scancell investigational anti-glycan monoclonal antibody for the development of novel therapeutic products. Under the terms of the agreement, Scancell has granted the company...
Published 06/12/24
In this interview, Stefan outlines the investor updates in the second quarter of 2024 and the considerable progress that has been made with its Graphite project in Greenland. Confirmed as one of the highest-grade graphite projects globally, the asset is being fast-tracked and, once the exploitation permit is approved, Stefan predicts “I don't really see any substantial barrier for us not being able to be in production already in 2028.” GreenRoc Mining (AIM:GROC) is focused on the...
Published 06/05/24
SEEEN plc, the AIM-listed AI-led media technology platform that delivers Key Video Moments and Shoppable Video Prompts to drive Video Commerce, has successfully raised £763,000, in a placing and subscription at 3p per share, to fund the Company through to profitability. In this interview, investors will hear: - Why SEEEN raised £763,000 through a placing and subscription - What the Use of Funds will be and why - How the business won US$500,000 of new and repeat business in 2Q24 - Which...
Published 06/04/24
A group of shareholders in Tirupati Graphite (AIM:TGR), the specialist graphite flake company with projects in Madagascar and Mongolia, have served the company with a Requisition for a GM, which is now being held on 11th June. In this interview, Mark Rollins and Murat Erden, the proposed directors of TGR, outline their concerns regarding corporate governance, conflicts of interest and related party transactions, which they believe disadvantage shareholders, which led to the resignation of...
Published 06/03/24
KEFI Gold and Copper plc (LON: KEFI), the AIM-listed gold and copper exploration and development company, has now launched its long-awaited Tulu Kapi Gold Project in Ethiopia. With production predicted to start in mid-2026, Executive Chairman Harry Anagnostaras-Adams explains to investors why it’s taken 15 years, from the original discovery in Ethiopia to production in 2016. However, Harry goes on to explain why now, in 2024, the timing is right to launch the project as International,...
Published 05/28/24
Cobus Loots, CEO of Pan African Resources (LON:PAF; JSE:PAF) the dual listed African-centric, mid-tier gold producer, discusses how he intends to ramp production 20-30% this financial year whilst maintaining sector-leading shareholder returns. Cobus also discusses plans to expand the portfolio, funded from cashflow from the current flagship tailings retreatment plant Elikhulu at the long-established Evander Mines, which despite being mined since the 1950’s, still remains one of the World's...
Published 05/20/24
Hot on the heels of its milestone shipment of ilmenite, the mineral sands mining company PYX Resources Ltd (NSX: PYX | LSE: PYX) has now announced its first export of monazite rich zircon concentrate to a customer in China. Commercial sensitivity means the customer and what they’re using the concentrate for remain unknown, but what chief executive and chairman Oliver Hasler can reveal to investors is that “It is an important generator of cash,” and “everything we produce will be sold since...
Published 05/17/24
The CQS Natural Resources Growth & Income Investment Trust (LON:CYN) holds a concentrated active portfolio of global mining, energy and shipping mid-cap stocks in a closed end trust. The CYN stock is trading at a 52-week high of 194 pence per share, has returned more than 150% over five years and is up almost 28% since the end of February. CQS currently trades at a 13% discount to NAV with a dividend yield at 3.2%. Joint Fund Co-Managers Keith Watson and Robert Crayfourd joined the...
Published 05/16/24
Taseko Mines (LSE: TKO; TSX: TKO; NYSE American: TGB) is a low cost, multi-asset copper miner in North America. It has two flagship projects; North America's fourth largest open pit copper mine, Gibraltar, which has been operational for 20 years with a further 20 years of mine life ahead, and the low-carbon copper mine Florence, currently under construction in Arizona, which is due to start ramping up production from late next year. The mid-cap miner is listed on London’s Main Market with a...
Published 05/16/24
Kavango Resources (AIM:KAV), is an exploration & development company working in Southern Africa developing bulk mining opportunities in Bulawayo, Zimbabwe and exploring large scale copper discoveries in Botswana’s Kalahari Copper Belt. Ben Turney, CEO joined the focusIR May investor webinar, live from Bulawayo, Zimbabwe, to discuss recent developments at Kavango. In this presentation Investors will learn: - Why Kavango is developing a mining division to develop two opportunities at...
Published 05/16/24
The WS Blue Whale Growth Fund is a concentrated, long-only global equity fund which typically holds between 25 and 35 stocks at any one time, with a focus on large cap companies in developed markets with Total Return over the last year of almost 42%. Stephen joined the focusIR May Investor Webinar to discuss the Blue Whale portfolio and to provide his view of pre-pandemic investment themes such as 'Digital Transformation' and his new favourite transcendent theme, AI, with 8.75% of the...
Published 05/16/24
Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets provides an insight into the trust's performance for April 2024. In April, UEM's NAV total return decreased by 0.1%, underperforming the MSCI EM Index, which increased by 1.4% in Sterling terms. Global markets were mixed in April, S&P 500 Index was down 4.2% and showed that inflation is stickier than hoped. Moving onto EM, the Turkish Index was up 9.9%, Argentina also followed suit with the Merval Index up 9.1% as...
Published 05/15/24
Five years after its IPO and the acquisition of the Orom-Cross Graphite Project in Uganda, Blencowe Resources Plc (LSE:BRES) is on course for end of 2025 production. Millions of dollars in grant funding from the United States International Development Finance Corporation, high net worth backing, government approval, successful reconnaissance in China and discussions with South Korean graphite importer Posco are some of the myriad elements bringing the production timeline into...
Published 05/10/24
Sovereign Metals (ASX:SVM; AIM:SVML), the developer of the world’s largest natural rutile and one of the largest natural graphite projects globally, has announced strong graphite test results at the company’s Kasiya project in Malawi. The explorer has told investors the graphite pre-concentrate from its Lilongwe laboratory facility in Malawi has produced high quality concentrates in benchtop and pilot-scale flotation and cleaning tests. These results are significant with the data confirming...
Published 05/08/24
Jacqueline Broers, Deputy Portfolio Manager, provides deep insights into one of UEM's top holdings, International Container Terminal Services, Inc. (ICT). ICT is a Philippines listed container ports operator, which UEM has been invested in for over ten years. Jacqueline provides an overview of why UEM has been invested in ICT for over ten years, and why this asset continues to offer investment opportunities and significant upside potential for investors.
Published 05/07/24
Trident Royalties Plc (AIM: TRR, OTC: TDTRF), the diversified mining royalty company, has announced an offtake milestone by one of its key portfolio constituents, and discusses its FY23 results to 31 December 2023. Trident holds a 2.50% Net Smelter return royalty over ASX-listed Anson Resources’ lithium projects in the Paradox Basin. It’s a direct beneficiary of Anson’s (ASX: ASN) potential offtake agreement with lithium-ion battery maker LG Energy Solution, which is also considering an...
Published 05/07/24
GreenRoc Mining (AIM:GROC) is focused on the development of critical mineral projects in Greenland, has announced the results of its Preliminary Feasibility Study (PFS) in respect of the establishment of a downstream processing plant to produce graphite active anode material from graphite concentrate mined from Amitsoq, South Greenland. The PFS finds the downstream processing plant in Northern Europe to produce active anode graphite (Coated Spherical Purified Graphite) for EV lithium-ion...
Published 05/07/24