Positioning my Portfolio for 2021

I expect a challenging market in 2021 with a potential ‘bubble-burst’ on the horizon but that doesn’t mean there will not be opportunities ! With markets booming and shooting to new all time highs across the board, it’s easy to get caught up in the euphoria. Now more than ever in my opinion, investors needContinue reading “Positioning my Portfolio for 2021”

Armadale confirm battery-grade Graphite

With the growing narrative around electrification, green-energy and the EV battery market, Armadale’s confirmation that their Mahenge Liandu high purity graphite is suitable for use in lithium-ion batteries is well timed going into formal off-take discussions. Armadale reported in January that the results of Phase 1 test-work by CSIRO (Australia’s Commonwealth Scientific and Industrial ResearchContinue reading “Armadale confirm battery-grade Graphite”

Horizonte – the calm before the storm?

Back in June I wrote my research note on Horizonte Minerals a company I have been invested in for a good few years now. I’ve always had a good feeling aout this company and have had to be patient to see returns. One thing I have learnt is you can’t always predict how quickly you’llContinue reading “Horizonte – the calm before the storm?”

Elon Musk has a message for Horizonte, he wants more Nickel!

I’ve held Horizonte Minerals (HZM) for a long period of time now, must be around four years or so from when I first researched the company. You can read my full research note here and my views on where I think Nickel could be going if the right dynamics play out. Given the bumpy rideContinue reading “Elon Musk has a message for Horizonte, he wants more Nickel!”

Armadale – advancing financing under NDA !

Armadale Capital provided a project financing update on Monday and reported that they were making significant progress with financing discussions, post delivery of their DFS on their world class Mahenge Liandu high purity graphite project. Given the incredibly low Capex of $39m the company have lots of options on the table and reading the RNSContinue reading “Armadale – advancing financing under NDA !”

Armadale Capital – Now it gets interesting…

Last week Armadale released their updated DFS. It was a re-work of the existing DFS to focus on higher grade mining in the first three years. What this does is lower the cost in the first three years bringing in higher cashflow which in turn can be used to payback any potential debt as partContinue reading “Armadale Capital – Now it gets interesting…”