Harena Resources (LSE:HREE) has announced an update on its Pre-Feasibility study work on its 75% owned Ampasindava Rare Earths Project in Madagascar.
Work on the mining plan is now well advanced for cost and logistics modelling ahead of the next phase of project development, which will include strategic partnerships for Ampasindava.
In this interview with Managing Director Joe Belladonna, investors will learn:
- What underpins the company’s confidence in completing the Pre-Feasibility study for submission in 3Q25
- How Harena’s indicative operating and capital costs compare to its peers in the rare earths mining sector
- How the Company plans to leverage ocean-based logistics to enhance capital efficiency
- Why Madagascar is a superb mining jurisdiction with internationally recommended industry professionals available for hire
- How the company’s sensitive and responsible approach to sourcing critical minerals futureproofs its ongoing exploration strategy
- What discussions with potential partners from Asia, Europe and the US are currently taking place
Reasons to add HREE to your Watchlist:
- Experienced management team with significant holdings in HREE
- Post RTO of Citius Resources in March 2025, HREE is the only LSE-listed ionic clay REE project with :
- 75% ownership of the Ampasindava Project in Madagascar with an option to own more of the asset
- Ampasindava is a major ionic clay rare earth deposit with a 698Mt JORC-compliant resource
- Ampasindava contains the key elements of NdPr (67%), DyTb (30%) essential for high-performance materials for EVs, wind turbines and defence
- Offtake term sheet secured with US-based United Rare Earths
- Strong investment dynamics due to rising international tensions and security of supply issues with China
- Demand for rare earth elements is outpacing supply and geopolitical factors are influencing prices
- Harena is advancing Pre-Feasibility Study, Environmental & Social Impact Assessment, and strategic partnerships to support future production
- Committed to a zero-harm environmental model utilising an ESG-compliant, simple mining process
Joe Belladonna, Managing Director of Harena Resources was interviewed by Sarah Lowther for focusIR.
Uncertainty surrounding the eruption of a trade war after the escalation of tariffs by President Donald Trump has sent investors around the world running for cover as warnings flow thick and fast that that growth could be hit hard. One of those safe havens is precious metals, and particularly gold, which has now reached a new record high of $2,500 an ounce.
That’s proving good news for Mineral & Financial Investments (MAFL), a resource-focused investment company dedicated to building value through strategic positions in precious metals and mining assets.
In this interview, CEO Jacques Vaillancourt joins John Hughman to discuss how the company has been building an unusually large position in gold to reflect complex geopolitical environment, and why, after years of lax monetary policy by key central banks, his outlook on gold and silver remains bullish.
In this interview, investors will hear:
- Why Mineral & Financial Investments believes gold remains a strong store of value amid economic uncertainty.
- How the company structured a lucrative gold streaming deal with Golden Sun Resources, offering its investor indirect exposure to gold and silver at a time of anticipated US dollar weakness.
- What the rationale is behind adding physical silver exposure, via a Canadian ETF
- What's driving the expected narrowing of a usually wide gold : silver ratio.
- How global monetary policy is impacting precious metals and mining investments, and the importance of real assets during periods of rising inflation and geopolitical instability
Reasons to add Mineral & Financial Investments to your watchlist:
- Offers discounted exposure to high-quality assets across the mining value chain, including mining-focused technology and consultancy companies that help the industry operate more efficiently and in an ESG-friendly manner.
- Operates a diverse investment strategy, with a balanced portfolio of precious metals, base metals, lithium, and energy-related assets positioning the company for continued success.
- Experienced management with a deep understanding of the sector and the trends behind it, helping it steer a less volatile course through the sector’s regular ups and downs, and bringing the ability to create value by exploiting tactical opportunities.
- Debt free, with strategic investment structures that deliver built-in upside potential, and several ‘monetisation’ events in its strategic approaching, giving it the opportunity to redeploy capital in the year ahead.
Jacques Vaillancourt, CEO at Mineral & Financial Investments, was interviewed by John Hughman for focusIR.
Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF) has shared an update for well-testing activities at Jetstream #1 and Jetstream #2 at its Topaz project in Minnesota.
In this interview with co-founder, President and CEO Thomas Abraham-James, investors will learn:
- What drilling fines are and what the company is doing to clean the wellbore wall?
- How swiftly the technical clean-up operation will take
- When shareholders will receive data about unimpeded flow rates
- Why management think the current flow testing methodology is the most advantageous
- What additional measures the company is taking to increase the size and scope of its footprint in the U.S.
- What upcoming operational milestones and resource updates investors should expect in the near term, outlining Pulsar Helium's future growth potential
Reasons to add Pulsar Helium to your watchlist:
- Strong management team with significant holdings in the Company
- World class flagship Helium Topaz Project in Minnesota, U.S. with industry leading concentrations at 14.5%
- Helium is a critical and scarce resource used in semiconductors, fibre-optics, medical devices and the space industry
- U.S. helium shortage creates a unique market opportunity
- Pulsar recently signed a term sheet to extend a US$4 million Project Finance facility with University Bancorp, Inc
- Pulsar’s common shares are traded on the TSX Venture Exchange in Canada, the OTCQB Venture Market in the US and the AIM market in the UK providing multiple funding opportunities
Co-founder, President and CEO Thomas Abraham-James was interviewed by Sarah Lowther for focusIR.
GreenRoc Strategic Materials Plc (AIM: GROC), a company focused on the development of critical mineral projects in Greenland, has published its FY24 results for the 12-month period to 30 Nov 2024. CEO, Stefan Bernstein, talks investors through the operational and financial highlights and the outlook for FY25.
In this interview, investors will learn:
- Why the company expects its project will deliver significant returns for shareholders
- Where the financing is coming from for GreenRoc’s Amitsoq mine and anode processing plant
- How Stefan’s focus is the continued generation of capital
- How the project’s location in Greenland gives the company a choice of both European and U.S. markets
- When the company anticipates it will enter the Pre-Feasibility Study stage for Amitsoq
- What FY2025 is going to be defined by in terms of milestones achieved, and how GreenRoc is future proofing its business
Reasons to add GROC to your watchlist:
- Developing a world class graphite deposit at Amitsoq in Southern Greenland
- JORC Resource (M,I&I) of 23.05Mt at an average grade of 20.41% Graphitic Carbon
- Successful testing of battery cells using Amitsoq graphite anodes
- Approval for enlargement of mineral exploration licence in Nanortalik Graphite District - Improved Pre-Feasibility Study results show Pre-tax NPV8 of $942m, IRR of 35.4%
- Submitted its Application for "Strategic Project" designation under EU's Critical Raw Materials Act
- MoU with Morrow Batteries ASA for the supply of Active Anode Material
- Letter of Interest (LOI) from US Export-Import Bank for financing up to $3.5m
- LoI from the Export and Investment Fund of Denmark ("EIFO") for funding to the Amitsoq graphite project
- Respectable BB rating from Digbee, a specialist in ESG disclosure and assessment for the mining industry
- One of only a handful of vertically integrated graphite projects globally to mine and process anode grade graphite for EV’s
Stefan Bernstein, CEO of GreenRoc Strategic Materials, was interviewed by Sarah Lowther for focusIR.
In this in-depth conversation, SEEEN’s Chief Executive, Adrian Hargrave reveals how the company is transforming the value of video for clients across the sports, services, and e-commerce sectors using AI-powered technology.
Whether you’re an investor looking for scalable tech with global reach or interested in the future of video monetization, this interview offers valuable insights into SEEEN’s strategy, results, and growth roadmap.
In this video, investors will learn:
• How SEEEN’s platform delivers 10% click-through rates using shoppable and interactive video
• What success looks like for clients like the US Club Lacrosse, A7FL and London Broncos
• How SEEEN repurposes long-form content into revenue-driving "key moments" using proprietary AI (patented since 2013)
• How SEEEN can deliver real-world ROI examples, including a 50% reduction in customer acquisition costs
• How SEEEN supports clients with training, e-commerce, and affiliate sales
• Why SEEEN’s sector-focused expansion strategy offers significant scalability across international markets
• What makes SEEN different from other Silicon Valley video platforms
Whether you're into sports tech, AI-driven SaaS, or digital media investment opportunities, this is one interview you don’t want to miss.
Adrian Hargrave was interviewed by Sarah Lowther for focusIR.
In this exclusive interview with Joe Belladonna, MD of Harena Resources (AIM: HREE), we examine how the 104% Trump Tariff on China could accelerate the company’s strategic vision to become one of the most valuable rare earth companies in the UK, with the largest ionic clay deposits outside China.
In this video, investors will learn:
- How the U.S.’s tariffs on China will invigorate the global rare earth resources sector
- Why Harena is likely to become a key beneficiary due to its world class ionic clay resource
- How geopolitical shifts are driving increasing long-term demand for rare earths such as dysprosium, terbium, neodymium and praseodymium
- Who the company is negotiating with in terms of offtake agreements and government alliances
- What the company is doing to integrate itself into the critical metals supply chain as is transitions from exploration into production
- What and when near-term milestones could be achieved in 2025 including PFS and mining license transition
Don’t miss this deep dive into one of the most strategically positioned rare earth projects in the world.
Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF) is developing its Topaz helium project in Minnesota at pace with progress being expedited by additional project finance.
In this interview with co-founder, President and CEO Thomas Abraham-James, investors will learn :
- How the company managed to raise funds from a private placement and gained access to a US$4 million facility without dilution for shareholders at a premium in a capital constrained market
- Why US Institutions are backing the project
- What a Trump administration means for the US-based project
- Why additional funds are required at this stage of project development
- How Chart Industries' tech gives Pulsar a competitive edge
- What strategic goals management has for 2Q25.
- How the commencement of flow testing will give Pulsar visibility about the project’s production profile.
Reasons to add Pulsar Helium to your watchlist:
- Strong management team with significant holdings in the Company
- World class flagship Helium Topaz Project in Minnesota, U.S. with industry leading concentrations at 14.5%
- Helium is a critical and scarce resource used in semiconductors, fibre-optics, medical devices and the space industry
- U.S. helium shortage creates a unique market opportunity
- Pulsar recently signed a term sheet to extend a US$4 million Project Finance facility with University Bancorp, Inc
- Pulsar’s common shares are traded on the TSX Venture Exchange in Canada, the OTCQB Venture Market in the US and the AIM market in the UK providing multiple funding opportunities
Co-founder, President and CEO Thomas Abraham-James was interviewed by Sarah Lowther for focusIR.
Adrian Hargrave, Chief Executive Officer of SEEEN plc (SEEN), the AIM-listed AI-led media technology platform that delivers Key Video Moments and Shoppable Video Prompts, reveals how AI-powered video technology is revolutionising content engagement, driving 10%+ click-through rates, and unlocking new monetization opportunities across sports, e-commerce, and training.
In this interview investors will learn:
- How SEEEN AI-led software locates key video moments enabling maximum engagement and revenue generation
- How the platform then turns video content into shoppable experiences
- Which sectors SEEEN is targeting to gain maximum value from both fresh and back catalogue content
- How SEEEN’s platform delivers 100% ROI on video and technology spend allowing them to ‘double dip’ their revenues
- How the wider trends in technology and video can accelerate SEEEN
Reasons to add SEEEN to your Watchlist:
- SEEEN perfectly positioned for the rapid growth in video consumption & commerce
- Proprietary AI technology platform set to create valuable short form video
- NextGen CreatorSuite 2.0 and ShortsCut AI technology ready for commercialisation
- Deep new business pipeline with video ecommerce, sports clubs and publishing businesses
- Positive news flow expected from new client wins, partnerships, JV’s and International reseller agreements
- Strengthened balance sheet with positive cashflow, on a monthly basis, expected in 2025
Adrian Hargrave, CEO of SEEEN plc, was interviewed by Sarah Lowther for focusIR.
Jacques Vaillancourt, CEO of Mineral & Financial Investments, talks us through the strong half-year results, and how he’s positioning the portfolio for further growth.
Mineral & Financial Investments Limited (AIM: MAFL) continues its strong track record of growth with its latest half-year results, reporting a 26.7% year-on-year increase in Net Asset Value (NAV) and a 24.8% rise in NAV per share for the six months to 30 December 2024. Jacques Vaillancourt, President and CEO, discusses how the company’s elevated exposure to gold and silver has driven growth, despite a volatile economic and political backdrop and well ahead of a strong five-year compound growth rate of 18.8%. He also gives his views on how the mining investment landscape is taking shape, and how that’s translating into future opportunities in the metals and mining industry, particularly around base metals.
In this interview, investors will hear:
• The key drivers behind M&F’s strong NAV performance and 112% increase in net earnings.
• The role of gold and silver in MAFL’s portfolio and why geopolitical concerns mean precious metals have outperformed base metals over the past year.
• Insights into the company’s deferred gold contracts, how they provide a hedge against market uncertainty, and their impact on liquidity
• The shift towards base metals and lithium investments, and how MAFL is positioning itself for the next phase of commodity price movements
• Updates on key investments, including Golden Sun Resources’ operational progress and its pathway to monetisation
Reasons to add Mineral & Financial Investments Limited to your watchlist:
• Offers discounted exposure to high-quality assets across the mining value chain, including mining-focused technology and consultancy companies that help the industry operate more efficiently and in an ESG-friendly manner.
• Operates a diverse investment strategy, with a balanced portfolio of precious metals, base metals, lithium, and energy-related assets positioning the company for continued success
• Experienced management with a deep understanding of the sector and the trends behind it, helping it steer a less volatile course through the sector’s regular ups and downs, and bringing the ability to create value by exploiting tactical opportunities.
• Debt free, and with several ‘monetisation’ events in its strategic approaching, giving it the opportunity to redeploy capital in the year ahead.
• Its shares trade at an unjustified discount to MAFL’s conservatively valued and high-performing portfolio, which gives investors both a large margin of safety and significant latent upside.
Jacques Vaillancourt, President & CEO of Mineral & Financial Investments Limited, was interviewed by John Hughman for FocusIR.
Mitchell Smith, non-exec Chairman of Fulcrum Metals (AIM:FMET), talks about his transition from a non-executive director to the non-executive chairman at the company and explains why he's excited about the company's evolution into a business focusing on tailings reprocessing.
In this interview, investors will also learn:
- Why Fulcrum Metals has now pivoted to tailings reprocessing over the last year
- Why a technology driven gold recovery company is a perfect fit for the current international Gold market
- How the positive results from the recent phase 2 study at its Tech Hughes tailings project in Ontario could indicate the future opportunity for the company
- How the company can now achieve significant growth
- What the upcoming milestones for the company will be and how they could prove to be the catalysts for valuing the company
Reasons to add #FMET to your Watchlist:
1 Breakthrough Gold Recovery Technology – Fulcrum’s non-toxic leaching method doubles gold recovery rates compared to traditional cyanide-based methods, significantly improving extraction efficiency
2 Low CapEx, Near-Term Gold Production – Fulcrum is not building new mines. Instead, it reprocesses existing mine waste, cutting costs and accelerating time to production (targeting 18-24 months)
3 Significant Gold Reserves in Tailings – With 200,000+ oz of gold in just two initial projects, Fulcrum has a scalable opportunity across 70+ mine waste sites in Canada’s richest gold camps.
4 Government & ESG Backing – The Canadian government has a CA$10Bn liability in abandoned tailings sites. Fulcrum’s process solves an environmental problem while creating economic value, making regulatory support a major advantage.
5 Major Growth Potential & Industry Interest – With new licensing deals, additional acquisitions, and potential global expansion, Fulcrum is positioned to scale rapidly in the mining and resource recovery sector.
Mitchell Smith was interviewed by Katie Pilbeam for focusIR
Ian McDonough, CEO of Blackbird PLC, (AIM:BIRD) discusses the company’s full year 2024 results and the notable achievements such as the development of their product elevate.io which became a paid for service Blackbird's role in the Summer Games and how the company achieved positive EBITDA for the period.
In this interview, investors will also learn:
- Blackbird's key operating achievements in 2024, including the development of the elevate.io product
- Key financial highlights including positive EBITDA of £0.5m
- The launch of elevate.io creator tier, marking the transition to a direct-to-consumer model, a significant step for Blackbird’s growth strategy
- The addition of new board members with expertise in tech, growth marketing, and the creator economy, bringing valuable strategic guidance, particularly for elevate.io success.
Ian McDonough was interviewed by Katie Pilbeam for focus IR
Blencowe Resources Plc (LSE:BRES) has announced the Tier One investment bank, African Finance Corporation ("AFC"), has expressed interest in participating in both debt and project level equity funding for its Orom-Cross graphite project in Uganda. Chief Executive Mike Ralston explains the significance of attracting another potential funding partner.
In this interview, investors will hear:
- How the proposed African Finance Corporation offering compliments that of existing cornerstone funding partner the US -International - Development Finance Corporation
- Why funding for the Stage 1 production requirement is a tenth of previous estimates
- What the Orom-Cross funding requirement look like in terms of quantities and mix of debt and equity
- Why Blencowe has the credentials to manage the Orom-Cross asset
- What and when the initial milestones for the project are likely to be achieved
Reasons to add Blencowe Resources Plc (LSE:BRES) to your watchlist:
- Blencowe is 100% owner of the Orom-Cross Graphite project in Uganda with a 21-year Mining License awarded in 2019
- Orom-Cross is one of the world's largest estimated graphite deposits
- Pre-Feasibility Study (2022) indicates long mine-life, high-margin, low CAPEX mining operation with a post-tax NPV8 of US$482m
- Plans to build an in-country downstream purification facility in Uganda to upgrade graphite concentrate to battery ready SPG - making Blencowe one of the few delivering 99.95% purified graphite products outside of China
- Has joined the international SAFELOOP consortium - a €100 billion European initiative focused on the EU's renewable energy transition
- The project has received full Minerals Security Partnership accreditation which provides international exposure at the highest level
- BRES is now within the Definitive Feasibility Study phase as it works towards first production
- Phase 2 metallurgical test work completed, bulk sample testing in China underway
- In 1Q25, BRES received a formal Expression of Interest ("EOI") from the African Finance Corporation ("AFC") regarding potential participation in both debt and project level equity funding for the Orom-Cross
- First production targeted 2026
Mike Ralston, CEO of Blencowe Resources was interviewed for focusIR by Sarah Lowther.
Ryan Mee, Chief Executive Officer, Fulcrum Metals updated investors on its pivot from exploration to near term gold tailings production following successful trials of its breakthrough non-toxic technology, doubling recovery rates compared to traditional cyanide methods.
With 200,000+ oz of gold in tailings at Kirkland Lake and near-term production in sight, this could be one of the most exciting plays in the resources sector just as Gold breaks new highs.
Reasons to add FMET to your Watchlist:
1️Breakthrough Gold Recovery Technology – Fulcrum’s non-toxic leaching method doubles gold recovery rates compared to traditional cyanide-based methods, significantly improving extraction efficiency
2️ Low CapEx, Near-Term Production – Unlike traditional mining, Fulcrum is not building new mines. Instead, it reprocesses existing mine waste, cutting costs and accelerating time to production (targeting 18-24 months)
3️ Significant Gold Reserves in Tailings – With 200,000+ oz of gold in just two initial projects (Kirkland Lake), Fulcrum has a scalable opportunity across 70+ mine waste sites in Canada’s richest gold camps.
4️ Government & ESG Backing – The Canadian government has a $10Bn liability in abandoned tailings sites. Fulcrum’s process solves an environmental problem while creating economic value, making regulatory support a major advantage.
5️ Major Growth Potential & Industry Interest – With new licensing deals, additional acquisitions, and potential global expansion, Fulcrum is positioned to scale rapidly in the mining and resource recovery sector.
Mike Ralston, CEO of Blencowe Resources, discussed the latest developments at Orom-Cross and what makes BRES different to other developers. He also covered what investors should look out for next in terms of milestones and what SAFELOOP is going to mean to the company and its shareholders.
Reasons to add Blencowe Resources Plc (LSE:BRES) to your watchlist:
- Orom-Cross is one of the world's largest estimated graphite deposits
- Pre-Feasibility Study (2022) indicates long-life, high margin, low CAPEX mining operation with a post-tax NPV8 of US$482m.
- 21 year Mining License awarded in 2019 and all other permits in place
- Plans to build an in-country downstream purification facility in Uganda to upgrade graphite concentrate to battery ready SPG - making Blencowe one of the few delivering 99.95% purified graphite products outside of China
- Has joined the international SAFELOOP consortium - a €100 billion European initiative focussed on the EU's renewable energy transition
- The project has received full Minerals Security Partnership accreditation which provides international exposure at the highest level
- BRES is now within the Definitive Feasibility Study phase as it works towards first production
- DFS underway, Phase 2 metallurgical test work completed, bulk sample testing in China underway
- First production targeted 2025
GreenRoc Strategic Materials Plc (AIM: GROC), a company focused on the development of critical mineral projects in Greenland, has announced a detailed Operation Update. Stefan, CEO takes investors through the key messages and outlook for 2025.
In this interview, investors will learn:
- How confident the company is about its two ‘Strategic Project Status’ applications for the extraction of graphite from the Amitsoq project in Greenland, and the processing of graphite concentrate into active anode material in Norway
- Why the general election in Greenland might impact GreenRoc’s Exploitation Licence application
- What a ‘BB’ ESG rating means for the Amitsoq graphite project and how it might influence green finance decisions
- How Bernstein’s appearance at the world’s premier mineral exploration & mining convention in Canada next month may enhance the company’s prospects
Reasons to add GROC to your watchlist:
- World class graphite deposit at Amitsoq in Southern Greenland
- Positive PEA economics for Amitsoq
- Developing a high-margin processing plant for high-quality, stable source of feedstock in Norway
- Preliminary Feasibility Study for the Anode processing plant illustrates exceptional processing plant economics
- GROC is one of only a handful of European vertically integrated graphite miners also intending to process anode grade graphite for EV’s
- The EU’s Critical Raw Materials Act provides concrete supply chain targets and deadlines with potential funding
Stefan Bernstein, CEO of GreenRoc Strategic Materials, was interviewed by Sarah Lowther for focusIR.
SEEEN plc (AIM: #SEEN), the global media and technology platform that delivers Key Video Moments to drive Video Commerce and transform its clients' video profitability, has announced it FY24 trading update.
During December 2024, the Group crossed over into operating cash flow breakeven, on a monthly basis, and accelerated the Group's revenue run rate to $5.0 million. This growth was driven by both technology sales and a return to scalable growth in the Group's Creator Service Partner ("CSP") business.
In this interview with CEO, Adrian Hargrave investors will hear:
- How the company achieved its operating cash flow break even milestone and 50% revenue growth in 2024
- Which business development initiatives are transforming revenue streams as the company expands its sales footprint
- What case studies are being showcased as SEEEN attracts word-of-mouth referrals and partnership opportunities
- Why Hargrave regards AI as an opportunity as the business flexes in tandem with technological advances and customer trends
Reasons to add SEEEN to your Watchlist:
- SEEEN perfectly positioned for the rapid growth in video consumption & commerce
- Proprietary AI technology platform set to create valuable short form video
- NextGen CreatorSuite 2.0 and ShortsCut AI technology ready for commercialisation
- Deep new business pipeline with video ecommerce, sports clubs and publishing businesses
- Positive news flow expected from new client wins, partnerships, JV’s and International reseller agreements
- Strengthened balance sheet with positive cashflow, on a monthly basis, expected in 2025
Adrian Hargrave, CEO of SEEEN plc, was interviewed by Sarah Lowther for focusIR.
Jeffrey Beard, Non-Executive Director of Fairview International (#FIL), explains why the International Baccalaureate ("IB") diploma program as a unique, worldwide curriculum and compares it to other curriculums like Advanced Placement ("AP") and "A-Levels" in England, Wales and Northern Ireland.
He explains why the IB was developed in the late 1960s to address the educational needs of expatriate families and create a rigorous, internationally recognised curriculum.
Universities value the IB for its rigor, external assessment by examiners worldwide, and consistent scoring system over the past 50 years.
What investors will learn:
- Jeffrey expresses optimism about Fairview's future, highlighting its existing schools in Scotland and Malaysia and the potential for growth
- Fairview has transitioned from teaching Cambridge A-Levels to the IB program, despite initial parental resistance, which has now gained popularity
- He highlights the importance of teacher training, which Fairview has addressed by forming its own university to qualify IB teachers in the Asia Pacific region.
Reasons to add Fairview International (LSE:FIL) to your watchlist:
- A unique asset portfolio on London’s stock market, providing its customers affordable access to top ranked International Baccalaureate education
- An organic and acquisitive play offering investors exposure to both the fast-growing Asian markets, and a consolidation opportunity in the UK
- Strong financial performance to date with an efficient operating model that underpins further profitable expansion
- Unique access to an enlarged group of schools, trading under the Fairview brand, for potential acquisitions
- Proven process driven delivery of the prestigious International Baccalaureate qualification that can be leveraged into offering new, technology-enabled, revenue streams
Jeffrey Beard, Non-Executive Director, Fairview International (FIL), was interviewed by John Hughman for focusIR.
Jacques Vaillancourt, President and CEO of Mineral and Financial Investments (LSE-AIM: MAFL) ("M&F" "MAFL"), describes what the potential combination of Ascendant Resources and Cerrado Gold means for MAFL shareholders.
In this interview, Investors will hear:
- How Mineral Financial Investments benefits from Ascendant Resources and Cerrado Gold's business combination
- Why MAFL still believes in the prospects for both Ascendant and Cerrado including a combination thereof
- Why they are confident about NAV forecasting for the first quarter of 2025
Follow Mineral and Financial Investments (MAFL) and stay up to date with news, RNS and interviews in real-time here.
Welcome to Episode 2 of our focusIR Fundamentals series on Helium.
In this episode we take a deeper dive into the Helium sector, markets and industry, from the large 'blue chips' and state-owned conglomerates down to some of the emerging junior extraction companies, with your host Sarah Lowther and Peter Hitchens, Research Analyst at Oak Securities*.
In Episode 2, investors will learn:
Why the helium Balloon has deflated
What the potential impact of Donald Trump's presidency could be, particularly in relation to Greenland's exploration opportunities
How investors are now beginning to be more stock selective and why the juniors will be the marginal suppliers to state-owned oil & gas conglomerates
How juniors such as Georgina Energy, Helium One, Helix Exp., Mendell helium and Pulsar Helium can compete.
Minerals & Financial Investments (MAFL) is an investment company focused on taking a venture-capital style approach to the mining sector.
Led by former top-rated metals and mining industry analyst Jacques Vaillancourt, the company operates an investment trust style structure that provides significant flexibility to take advantage of global trends that are driving demand for mining and energy related commodities.
It targets projects that are close to production and likely to deliver significant cashflows over the long term, as well as running a smaller and nimbler long-short tactical portfolio to generate excess returns from the inherent volatility within the commodities investment complex.
In this interview, investors will hear:
- Why MAFL’s investment trust style structure provides flexibility to outperform other areas of the venture capital industry over both the short and long term
- How MAFL is taking advantage of the withdrawal of institutional money that has traditionally financed mining projects, which has left the sector underfinanced and trading at cyclical lows
- Why uncertainty around the political and inflation outlook has seen the company accumulating gold bullion in its tactical portfolio over the last year, which alongside strategic investments in miners mean precious metals accounts for over half of the portfolio.
- How the energy transition and electrification is informing MAFL’s investment decision making process and why it’s planning to increase its exposure to copper and potentially graphite in the year ahead.
Reasons to add MAFL to your watchlist:
- Experienced management team with a deep understanding of the mining sector and the trends behind it
- MAFL offers discounted exposure to high-quality assets across the mining value chain, including mining-focused technology and consultancy companies that help the industry operate more efficiently and in an ESG-friendly manner
- There are several ‘monetisation’ events in its stated strategy for 2025, giving investors multiple opportunities to receive and redeploy capital int he year ahead
- MAFL shares currently trade at an 40% discount to its MAFL’s high-performing portfolio, which gives investors both a large margin of safety and significant level of upside
Jacques Vaillancourt, president and CEO of Minerals & Financial Investments (MAFL), was interviewed by John Hughman for focusIR.
