OUR INVESTMENTS

The analytical basis of our investments

Explore our investments and the rationale behind each one. This page is frequently updated with our latest investments. We apply our rigorous methodology and stringent selection criteria to every investment opportunity.

Adelong Gold

ASX: ADG

Adelong Gold is a gold–antimony explorer and near-term producer with assets located in Victoria and New South Wales, Australia. The company’s flagship Challenger Gold Mine, situated near Adelong in southern NSW, is an advanced project with established infrastructure and positioned for early recommencement of production.

Adelong Gold has recently entered into a strategic partnership with Nova Minerals Limited, aimed at securing future antimony offtake arrangements and the potential introduction of a North American antimony asset. Nova Minerals, through its Estelle Project in Alaska, was recently awarded a US $43.4 million grant from the United States Department of Defense to advance a secure North American antimony supply chain-positioning.

Trigg Minerals

ASX: TMG

Emerging critical-minerals company strategically positioned to reduce Western dependence on Chinese Antimony supply. The company is advancing a suite of high-value Antimony and Tungsten projects located in the United States and Australia, commodities that are both essential to defence, energy, and advanced technology applications.

In Australia, Trigg holds the Wild Cattle Creek Project in New South Wales – recognised as Australia’s highest-grade undeveloped JORC-compliant Antimony resource. In the United States, its flagship Antimony Canyon Project in Utah represents the largest and highest-grade Antimony exploration target in the country, offering a pathway toward establishing a secure domestic Antimony supply chain.

Stock Performance

An overview of the performance of stocks within our active portfolio.

Stock Date of coverage Call price Last price Commodity Highest point Performance from call price
TMG 20/09/2024 0.02 0.11 Antimony + Gold 0.23 (+1050%) +450%
ADG 13/02/2025 0.006 0.009 Antimony + Gold 0.019 (+217%)
+50%

Our methodology, the rationale behind our investments

Our analysts apply our investment methodology when assessing prospective investments. The vetting process is thorough and comprehensive.

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