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Contango venture into Gold

On Monday the 19th October Contango Holdings (CGO) announced the acquisition of the Garalo gold project in Mali Contango is a company I recently invested in and you can read my detailed research note which covers the companies flag-ship LUBU coking coal project here. I’ll be updating the note in due course to reflect theContinue reading “Contango venture into Gold”

Expanding Graphite !

Blencoe Resources (BRES) is the latest edition to my portfolio offering further exposure to graphite singled out by the US as a critical mineral. On the 30th September 2020 the US Government published an Executive Order on Addressing the Threat to the Domestic Supply Chain from Reliance on Critical Minerals from Foreign Adversaries, no prizesContinue reading “Expanding Graphite !”

GoldStone heading for first gold pour

This week GoldStone Resources published their interim results. Goldstone are advancing their Akrokeri-Homase Gold projects in the highly prospective region of Ghana. 2020 has so far been a pivotal year for the company where investors are now seeing real progress towards the transition from developer to producer. All of this ties in with what looksContinue reading “GoldStone heading for first gold pour”

Are Fusion on a pathway to finding the Holy Grail ?

Fusion rapidly advancing their R&D MAL validation programme with successful SARS-CoV-2 antigens created for commercial use, moving onto the next step, finding a neutralising antibody for the disease. I meant to cover the news from Fusion Antibodies (FAB) last week when it was announced but the news landed whilst I was under the knife havingContinue reading “Are Fusion on a pathway to finding the Holy Grail ?”

Anglo Pacific ticks my boxes – 5 reasons why

I recently took a position in Contango Holdings PLC, a micro-cap company that are focused on coking coal and due to start production this year. This blog isn’t about that but you can read my research note here. For now the market is ignoring the stock but as they formalise off-take contracts which will triggerContinue reading “Anglo Pacific ticks my boxes – 5 reasons why”

Contango Research Note

In my last blog article I mentioned I had taken a position in Contango Holdings PLC. It’s an interesting company as it looks set to offer near-term cash flow generation (production targeted Q4 2020). I’ve wanted a couple of more near-term cash flow plays in the portfolio for a while for hedging purposes. The productionContinue reading “Contango Research Note”

Why I have Invested in Contango

I recently picked up on a company called Contango Holdings PLC (CGO) that had spent a long time in suspension completing the acquisition of its coking coal project in Zimbabwe. They recently signed their first LOI for off-take to a local coke producer, coke being a key ingredient for making steel. I expect to seeContinue reading “Why I have Invested in Contango”

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