AMTE Power on the road to a potential £600m annual cell pipeline

AMTE Power is the leading UK developer of advanced battery cells with two cells in the final stages of giga-factory scale production testing with first orders received for their sodium-ion energy storage cells. Since I wrote my initial research note on AMTE Power the share price has somewhat fallen off a cliff. The general macroContinue reading “AMTE Power on the road to a potential £600m annual cell pipeline”

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”

Finding the ‘dogs’ that won’t bite !

Some of the biggest short term gains on the AIM market may surprise you – not for the faint hearted or without risk but here’s three that could deliver 100-500%! If you follow me on twitter or have read my research notes and blogs you may find the subject of this blog odd! It goesContinue reading “Finding the ‘dogs’ that won’t bite !”

Goldstone Investor Video

Welcome to Ghana’s next gold producer – do you have a seat at the table? I’m pleased to release my latest investor video on Goldstone Resources The company are progressing their two projects AK-HM in Ghana where the projects sit in one of the most prospective gold belts and just a stone’s throw from theContinue reading “Goldstone Investor Video”

Afritin – could the lithium trump the tin ?

Whilst the company continue tin production and have funded the mine expansion, we are expecting news any day on the lithium potential that could trump the lot! I first covered Afritin back in January (you can read my research note here). I was initially (and still am) attracted to the ‘pure-play’ tin exposure, given it’sContinue reading “Afritin – could the lithium trump the tin ?”