Align Research

Align Research is a commissioned research company founded in November 2015 in order to provide the under-served smaller company space with high quality analysis. We have an initial focus on the natural resources sector, in which we see significant opportunities given the current once in a generation bear market, however all undervalued small caps (sub £100m) are considered by our team. Align was founded by industry professionals with decades of experience in the stock markets, headed up by highly qualified individuals from both fund management and analytical backgrounds.

Analysts

  • Richard Gill, CFA

    Head of Research Years of Experience: 11
  • Richard Jennings

    Analyst Years of Experience: 20
  • Dr. Michael Green

    Analyst Years of Experience: 25
Dr. Michael Green

Bluebird Merchant Ventures - Update

Potentially industry leading gold producer in South Korea now on the cusp of a 50,000oz pa net to Bluebird production profile Bluebird Merchant Ventures is a South Korea-focused resources company which is bringing old gold mines back to life. It is far quicker and cheaper to rehabilitate old gold mines than fund exploration, mines where production was curtailed a couple of decades ago due to a low gold price (under US$140/oz). Recently, Bluebird gained a binding agreement for a US$5M gold streaming style deal to fund reopening its gold mines. Gold production set to begin in Q1 2021 wit...

Dr. Michael Green

ADM Energy - Initiation of Coverage

African oil & gas company set for rapid growth on the back of an increased stake in the Aje project, plus new development deals ADM Energy is the old MX Oil which in 2015 became involved in the “hot” Nigerian E&P space through the acquisition of a stake in the highly prized Aje field. Prospects in the West African Transform Margin look compelling moving forward. With a new management team at the helm, there now looks to be a real chance of the company beginning to see a material return on its investment in OML 113 ahead of a substantial increase in production, in addition to a well-planned ...

Dr. Michael Green

Blencowe Resources - Initiation of Coverage

Set to potentially play a big role in supplying flake graphite for energy storage – one of the biggest trends of the 21st century Blencowe Resources plc (“Blencowe”) listed on the LSE in April 2019 at 4p per share seeking a Reverse Takeover (RTO). The board behind this ultra-clean shell company includes some well-known movers and shakers behind resources stocks that have masterminded the acquisition of a 100% interest in the Orom Cross Jumbo Graphite Project in Uganda (“Orom Cross”). Orom has all the makings of being a large-scale project with scope to produce an impressive amount of the hi...

Richard Gill, CFA

EXMceuticals Inc. - Strategy & Valuation Update

EXMceuticals (EXM) is a producer of highly refined cannabis ingredients for the pharmaceutical, medical, nutraceutical, and cosmetic industries. The company is poised to penetrate the lucrative pharmaceutical market for CBD and other regulated cannabinoids on a B2B basis in the next 12 months. Strategy change to focus on Portugal On 25th March 2020, EXM announced that, as a result of a strategic review carried out over previous months, its sole focus going forward will be on the further establishment and expansion of its Portuguese and European operations, in particular, its existing R&D...

Dr. Michael Green

Pathfinder Minerals - Update

Pathfinder Minerals originally acquired a large African mineral sands project in Mozambique back in 2011 for £34 million via a paper reverse takeover transaction.  These licences have been subject to dispute for 9 years trying to regain control of them through the courts. Recent news indicates that Pathfinder, finally, looks to be making serious progress at long last. A deal seems to be fast evolving on the licences with the key difference that there appears to be the buy in of all parties. Such developments would seem to herald a basis change for long suffering shareholders.   Potentially...

Gulfsands Petroleum

​Gulfsands Petroleum is an AIM listed oil & gas exploration and development company whose primary asset is a 50% working interest in a Production Sharing Contract (PSC) on Block 26 in Syria. Other assets are located in Morocco, Tunisia and Colombia. The ongoing conflict in Syria, coupled with the collapse in the oil price, has driven the shares to an all-time low.

Dr. Michael Green

Bluebird Merchant Ventures - Update

Potentially industry leading gold producer in South Korea now on the cusp of a 50,000oz pa net to Bluebird production profile Bluebird Merchant Ventures is a South Korea-focused resources company which is bringing old gold mines back to life. It is far quicker and cheaper to rehabilitate old gold mines than fund exploration, mines where production was curtailed a couple of decades ago due to a low gold price (under US$140/oz). Recently, Bluebird gained a binding agreement for a US$5M gold streaming style deal to fund reopening its gold mines. Gold production set to begin in Q1 2021 wit...

Dr. Michael Green

ADM Energy - Initiation of Coverage

African oil & gas company set for rapid growth on the back of an increased stake in the Aje project, plus new development deals ADM Energy is the old MX Oil which in 2015 became involved in the “hot” Nigerian E&P space through the acquisition of a stake in the highly prized Aje field. Prospects in the West African Transform Margin look compelling moving forward. With a new management team at the helm, there now looks to be a real chance of the company beginning to see a material return on its investment in OML 113 ahead of a substantial increase in production, in addition to a well-planned ...

Dr. Michael Green

Blencowe Resources - Initiation of Coverage

Set to potentially play a big role in supplying flake graphite for energy storage – one of the biggest trends of the 21st century Blencowe Resources plc (“Blencowe”) listed on the LSE in April 2019 at 4p per share seeking a Reverse Takeover (RTO). The board behind this ultra-clean shell company includes some well-known movers and shakers behind resources stocks that have masterminded the acquisition of a 100% interest in the Orom Cross Jumbo Graphite Project in Uganda (“Orom Cross”). Orom has all the makings of being a large-scale project with scope to produce an impressive amount of the hi...

Richard Gill, CFA

EXMceuticals Inc. - Strategy & Valuation Update

EXMceuticals (EXM) is a producer of highly refined cannabis ingredients for the pharmaceutical, medical, nutraceutical, and cosmetic industries. The company is poised to penetrate the lucrative pharmaceutical market for CBD and other regulated cannabinoids on a B2B basis in the next 12 months. Strategy change to focus on Portugal On 25th March 2020, EXM announced that, as a result of a strategic review carried out over previous months, its sole focus going forward will be on the further establishment and expansion of its Portuguese and European operations, in particular, its existing R&D...

Dr. Michael Green

Pathfinder Minerals - Update

Pathfinder Minerals originally acquired a large African mineral sands project in Mozambique back in 2011 for £34 million via a paper reverse takeover transaction.  These licences have been subject to dispute for 9 years trying to regain control of them through the courts. Recent news indicates that Pathfinder, finally, looks to be making serious progress at long last. A deal seems to be fast evolving on the licences with the key difference that there appears to be the buy in of all parties. Such developments would seem to herald a basis change for long suffering shareholders.   Potentially...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch