ACF Equity Research

ACF Equity Research is an independent research house specialising in the highest specification independent equity research for corporate clients.

We deliver premium independent corporate sponsored equity research characterised by its accuracy, clarity and foresight based upon a fundamental valuation approach.

Our independent research is designed to educate our professional investor readers  with an emphasis on clear and accurate explanations. Our mission is to improve company’s liquidity through credible equity research services, excellent international distribution and reliable access for investment managers.

We believe in the importance and value of clarity, the careful articulation of technical ideas, concepts and solutions.

Our team of analysts are independently minded individuals who believe in thoroughness, technical competence and clear punchy communications.

ACF Mining
  • ACF Mining

Angkor Resources (ANK.V) Core Investment Case ACF Equity Research 2803...

Angkor Resources Corp (TSXV:ANK.V, OTCQB:ANKOF) is a Canadian mineral explorer with oil & gas (O&G) properties in Cambodia (present since 2012). The current portfolio includes two licenses in Andong Meas and Oyadao with multiple prospects for gold, copper, and rare earth elements (REE). Angkor is in the final stages of negotiating an O&G exploration license in Cambodia known as Block VIII in the Kampong-Som sedimentary basin. ANK.V is the only publicity-traded North American company with mineral...

ACF Mining
  • ACF Mining

GoviEx Uranium (GXU) Core Investment Case ACF Equity Research 14032022

GoviEx Uranium Inc. (TSXV:GXU; OTCQX:GVXXF) is a Canadian uranium (U3O8) mining exploration and development company with assets in Africa. The company’s portfolio is comprised of three projects: 1) Flagship fully minepermitted Madaouela Project in Niger - production forecast 2025E, on track to take advantage of upcoming uranium supply shortage; 2) mine-permitted Mutanga Project in Zambia - production forecast 2027E; and 3) its multielement (U, Cu, Ag & Au) Falea Project in Mali. GoviEx holds a l...

ACF Financials
  • ACF Financials

The Reputation Exchange (REPX) Strategic Update Note ACF Equity Resear...

The Reputation Exchange (REPX) is a fintech/esports company with a strongly differentiated social engagement neobank model using affiliate marketing. With branded prepaid cards assigned to top sporting and influencer brands planned for roll-out in the next 21 months. Since our last note REPX has received: LSE standard list sign-off, conditional US OTCQX ticker approval, its first patent approval for the singing card and increased its number of cards in production by 2023, and has launched AC Mil...

ACF Mining
  • ACF Mining

Rover Metals Corp (ROVR) Core Investment Case ACF Equity Research 0103...

Rover Metals Corp (TSXV: ROVR:, OTC: ROVMF) is a Canada-based exploration junior miner exploring for precious metals (i.e. gold). ROVR is advancing its 100% owned Cabin Gold Project located in the Northwest Territories (NWT). The Cabin Gold Project has an historic resource estimate of 85 Koz, at highgrades up to 15.8 g/t Au. The Phase 2 drilling program completed 3Q21A at Cabin Gold, discovered deposits with an average grade of 10 g/t Au and was considered as one of the best holes drilled by a j...

ACF Biotechnology
  • ACF Biotechnology

Scandion Oncology Core Investment Case ACF 14022022

Scandion Oncology A/S (SCOL: FNSE) is a Denmark-based biotechnology company focused on developing drugs to treat cancers that have developed resistance to existing medical protocols. SCOL targets the resistance of cancer drugs for various treatments including chemotherapy, anti-hormonal therapy and immunotherapy. The company’s lead drug candidate, SCO-101 is in Phase Ib (PANTAX) and Phase II (CORIST) clinical trial. Important to note that, there are currently no drugs in the market targeting can...

ACF Mining
  • ACF Mining

Angkor Resources (ANK.V) Core Investment Case ACF Equity Research 2803...

Angkor Resources Corp (TSXV:ANK.V, OTCQB:ANKOF) is a Canadian mineral explorer with oil & gas (O&G) properties in Cambodia (present since 2012). The current portfolio includes two licenses in Andong Meas and Oyadao with multiple prospects for gold, copper, and rare earth elements (REE). Angkor is in the final stages of negotiating an O&G exploration license in Cambodia known as Block VIII in the Kampong-Som sedimentary basin. ANK.V is the only publicity-traded North American company with mineral...

ACF Mining
  • ACF Mining

GoviEx Uranium (GXU) Core Investment Case ACF Equity Research 14032022

GoviEx Uranium Inc. (TSXV:GXU; OTCQX:GVXXF) is a Canadian uranium (U3O8) mining exploration and development company with assets in Africa. The company’s portfolio is comprised of three projects: 1) Flagship fully minepermitted Madaouela Project in Niger - production forecast 2025E, on track to take advantage of upcoming uranium supply shortage; 2) mine-permitted Mutanga Project in Zambia - production forecast 2027E; and 3) its multielement (U, Cu, Ag & Au) Falea Project in Mali. GoviEx holds a l...

ACF Financials
  • ACF Financials

The Reputation Exchange (REPX) Strategic Update Note ACF Equity Resear...

The Reputation Exchange (REPX) is a fintech/esports company with a strongly differentiated social engagement neobank model using affiliate marketing. With branded prepaid cards assigned to top sporting and influencer brands planned for roll-out in the next 21 months. Since our last note REPX has received: LSE standard list sign-off, conditional US OTCQX ticker approval, its first patent approval for the singing card and increased its number of cards in production by 2023, and has launched AC Mil...

ACF Mining
  • ACF Mining

Rover Metals Corp (ROVR) Core Investment Case ACF Equity Research 0103...

Rover Metals Corp (TSXV: ROVR:, OTC: ROVMF) is a Canada-based exploration junior miner exploring for precious metals (i.e. gold). ROVR is advancing its 100% owned Cabin Gold Project located in the Northwest Territories (NWT). The Cabin Gold Project has an historic resource estimate of 85 Koz, at highgrades up to 15.8 g/t Au. The Phase 2 drilling program completed 3Q21A at Cabin Gold, discovered deposits with an average grade of 10 g/t Au and was considered as one of the best holes drilled by a j...

ACF Biotechnology
  • ACF Biotechnology

Scandion Oncology Core Investment Case ACF 14022022

Scandion Oncology A/S (SCOL: FNSE) is a Denmark-based biotechnology company focused on developing drugs to treat cancers that have developed resistance to existing medical protocols. SCOL targets the resistance of cancer drugs for various treatments including chemotherapy, anti-hormonal therapy and immunotherapy. The company’s lead drug candidate, SCO-101 is in Phase Ib (PANTAX) and Phase II (CORIST) clinical trial. Important to note that, there are currently no drugs in the market targeting can...

Uranium Market Briefing Note FINAL 25092019

Uranium’s (U3O8) main use is as a fuel in the production of electricity by nuclear power stations. The uranium market is complex, illiquid (thinly traded) and opaque. Directly or indirectly State-controlled producers account for up to 70% of global production and these players do not have to follow economic logic unlike the companies without State subsidy. The majority of consumption (power stations) are geographically and often politically far from the majority of production (mines). Consumptio...

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