Welcome to Sponge Shares
Sharing small cap research and investing ideas
Latest from the Blog
AMTE Power Research Note
AMTE Power are an exciting ESG company that are developing a number of lithium and sodium-ion based battery cells with two products in final testing due to hit the market shortly. I’m pleased to release my latest research note on AMTE Power. I first invested in the company at IPO which saw the share priceContinue reading “AMTE Power Research Note”
Goldstone surprise market with elution facility in final phase of hot commissioning and gold pour imminent
There are not many junior mining companies that make it to the ‘end game’ but when you have gold mining veterans holding the lions share of the company and a committed management team, Goldstone is one of them! If you have followed my blogs and had a gander at my research notes you’ll see thatContinue reading “Goldstone surprise market with elution facility in final phase of hot commissioning and gold pour imminent”
Tlou Energy secure 10MW PPA
Tlou’s Gas to Power project received a boost on Monday when the company announced the award of the 10MW PPA (Power Purchase Agreement). This long awaited news now opens the door to a more lucrative scaled-up project to 100MW – a big boost for energy starved Botswana too! Tlou Energy featured in my recent blogContinue reading “Tlou Energy secure 10MW PPA”
Armadale Investor Video: Award of Mining License opens door to finance and production
It’s been a long wait for investors but Armadale Capital finally receive the Mining License award for their high purity, high grade graphite project in Tanzania. A pivotal moment for the company who can now close out finance and start production in the graphite market ‘sweet spot’ In my latest Armadale Capital investor video IContinue reading “Armadale Investor Video: Award of Mining License opens door to finance and production”
Contango: Closing in on first cash flow
A mix of coal and gold that give investors optionality and exposure to near-term cash flow generating projects Just under a year ago I produced a research note on Contango Holdings. At that time the companies focus was solely the LUBU coking coal project you can read more about that in the note Over theContinue reading “Contango: Closing in on first cash flow”
Tlou Energy adds Hydrogen into the mix
Tlou’s Gas to Power project will be complimented by a Gas to Hydrogen pilot in partnership with Synergen Met – an interesting development that should diversify the companies revenue streams and further appeal to ESG investors Tlou Energy featured in my recent blog where I selected three companies that I believe have been oversold and/orContinue reading “Tlou Energy adds Hydrogen into the mix”
Subscribe to Blog & Research