Welcome to Sponge Shares
Welcome to the research area. Here you will find a number of research notes I have produced on a variety of companies I have invested in.
I only produce research notes on companies that I myself would invest in having done my own due-diligence and research. Most of these stocks fall into the mid-term, higher risk, high growth stocks category I mention in my strategy and are stocks I hope to see the biggest gains from.
Please remember these notes are my own opinion and do not constitute investment advice.
Future Metals hosts Australias second largest PGM deposit with early exploration drilling showing the potential of an additional massive Ni-Cu-PGME sulphide system
Blencowe Resources are rapidly progressing their Orom Cross graphite project in Uganda
Orcadian Energy are and Oil & Gas company with advanced projects in the North Sea at a time when the UK is focused on rejuvenating North Sea Oil & Gas
Alkemy Capital is set to create the UK and Europes first lithium hydroxide proccessing hub via its wholly owned subsidiary Tess Valley Lithium
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.
Afritin Mining Ltd
Afritin are the only pure-play UK list Tin mining company with one of the largest tin mines in the world located in Namibia, Africa.
The company achieved first revenues in November 2020 with a phased development plan that is targeting over $100m in annual revenues 2025.
Contango Holdings PLC
Contango own 70% of the LUBU coking coal project in Zimbabwe. The project start-up is fully funded with the aim to commence production Q4 2020
The company offer near-term, significant cash flow generation with the aim to implement an early dividend policy with remaining cash for expansion or re-investment
Goldstone is in my opinion a hidden gem! They have two gold projects in close proximity in Ghana and on strike of one of the worlds largest producing gold mines.
Homase is the starter phase 1 project that sports an initial 144% IRR but has significant development and exploration upside potential.
Akrokeri, also a previously producing mine offers similar potential but with exceptionally high grades.
Fusion Antibodies Part 2
Fusion Antibodies offers a complete range of antibody-related services in discovery, engineering and supply and have guided hundreds of projects through critical preclinical stages.
In Part 2 I focus on the Mammalian antibody library and the work they are doing in the COVID-19 space. Validating the MAL would be a game-changer for the company.
Horizonte Minerals is the leading Nickel developer listed on the AIM market. They are currently developing two tier 1 nickel projects based in Brazil.
Ive been invested in Horizonte for a few years now and I believe today the investment opportunity is the best it has ever been.
In this research note I cover Armadale Capital, emerging Graphite producer in Tanzania. The company are developing a low cost, low capex, high purity and high grade graphite project with robust economics
East Africa is expected to be a critical source of natural flake graphite going forwards as the EV boom kicks in along with the demand for EV battery materials.
Fusion Antibodies Part 1
In this brief research note, I’m going to focus on Fusion Antibodies given it has a current market cap of £25m at time of writing largely under-pinned by its core business.
The company has recently executed a fundraise primarily to advance the Mammalian Antibody Library and to validate the library for commercialisation.