reports
- Dr. Michael Green
Coro Energy - Research Update
Coro Energy is the old Saffron Energy, which joined AIM in February 2017 with onshore gas producing interests in Italy. Within 12 months a new management team had taken over, led by James Parsons as Chairman. He brought a brand-new strategy for expansion and transformational growth focused on South East Asia. 2019 saw Coro acquire a 15% interest in the Duyung PSC in a deal which involved helping to fund a highly successful appraisal drilling campaign which showed just how large this project real...
- Dr. Michael Green
Kazera Global Investments - Update
Revenues from the SA diamond operation soon to be eclipsed by HMS and tantalum/lithium projects following major US$7.5m investment for 49% of lithium SPV Kazera is an Africa focused mining investor with a large high-grade tantalum project in Namibia. Full scale mine production will soon commence in earnest with a fully funded plant upgrade to increase volumes and achieve commerciality ahead of an expansion into lithium. A transformative deal in June 2020 took Kazera into diamonds and heavy ...
- Richard Gill
- CFA
Gaming Realms – Full Year Results
Gaming Realms is a creator and licensor of innovative games for mobile, operating in the UK, US, Canada and Europe. Flagship brand Slingo® is a popular and unique game genre combining elements of slots, bingo and table gameplay. These games are licensed by some of the world’s biggest online gaming operators, including DraftKings, Sky Betting & Gaming and GVC, and distributed directly to operators or via global partners such as Scientific Games using the company's proprietary Remote Game Server p...
- Richard Gill
- CFA
EQTEC – Full year results update
EQTEC’s leading-edge, clean syngas technology is at the centre of sustainable waste-to-value plants, with the company providing project development, engineering and design services to plant operators and investors. The aim is for its technology to enable the Net Zero Future through advanced solutions for production of hydrogen, biofuels, SNG and other energy from a broad variety of waste streams. Full year results confirm progress in 2021 with expectations for an even better 2022 During 20...
- Dr. Michael Green
Corcel - Update
Blue-sky battery metals exploration & flexible grid solutions energy development led by an experienced team in the microcap space offer compelling exposure to the decarbonisation of the global economy Corcel is best known for its vast PNG nickel laterite Mambare Project, once valued at £40m. Management positioned the company to benefit from structural increases in battery metal prices, in particular through a doubling of its nickel/cobalt resource size through the discounted acquisition of ...
- Dr. Michael Green
Caracal Gold - Initiation of Coverage
Caracal Gold is the old Papillon Holdings which joined the LSE in 2016 as a shell. After a couple of false dawns, the Kilimapesa Gold Mine in Kenya has been reversed into it together with a highly experienced management team equipped with the necessary funds to recommence production and really get things moving. Caracal was readmitted to the LSE in August 2021 with big plans to rapidly increase gold production and build a substantial JORC compliant resource base in short order by taking advantag...
- Dr. Michael Green
Eco (Atlantic) Oil & Gas - Update
Highly successful explorer in frontier regions in Guyana, Namibia and South Africa where preparations for further drilling have begun Eco started trading on the TSX-V in 2011 with Namibian oil interests. In 2016, Eco teamed up with Tullow to acquire a licence in Guyana to explore similar basins in the margins on the other side of the Atlantic Ocean, ahead of becoming dual-listed in 2017. The shares began rising on Eco’s announcement to drill and climbed to 190p+ following the drilling of tw...
- Dr. Michael Green
MetalNRG - Initiation of Coverage
MetalNRG is the previous NEX-listed ZimNRG which in 2016 was rebranded and adopted a new investing policy with greater focus on projects within the natural resources and/or energy sectors. A proven management team has adopted a really sound corporate strategy of investing in advanced stage exploration and development projects where they can use their know how to establish cash flow relatively quickly. Recent months have seen BritNRG become problematic and resolving this issue could free up capit...
- Richard Gill
- CFA
Coro Energy
Highly compelling regional energy play focused on renewables and gas benefitting from the rapidly growing SE Asian economies Coro Energy is the old Saffron Energy, which joined AIM in February 2017 with onshore gas producing interests in Italy. Within 12 months a new management team had taken over, led by James Parsons as Chairman, bringing a brand-new strategy for expansion and transformational growth focused on South East Asia. Early 2019 saw Coro acquire a 15% interest in the Duyung PSC ...
- Richard Gill
- CFA
Global Invacom - Initiation of Coverage
Highly undervalued and cash generative provider of satellite ground equipment set for sharp recovery over the medium-term Global Invacom is a fully integrated satellite equipment business which provides a complete range of satellite ground equipment and electronics to a blue-chip customer base. Its products include antennas, LNB receivers, transceivers, fibre distribution equipment, transmitters, switches and video distribution components, along with manufacturing services for the defence a...
- Richard Gill
- CFA
Gaming Realms - Interim Results Update
Strong numbers posted for H1 2021, in line with expectations Revenues for the six months to 30th June 2021 rose by 50% to £7.7 million. This was mainly driven by the Licensing division, where revenues grew by 73% to £5.8 million. This was complimented by a 7% revenue increase in the smaller Social Publishing division to £1.9 million. Boosted by the operational gearing, adjusted EBITDA profits (before share option and related charges) grew by 144% to £3.1 million. Pennsylvania launch an...
- Dr. Michael Green
Tectonic Gold - Update
Identified and proven gold bearing systems in a highly prolific area Tectonic Gold is well positioned to provide the majors with replacement projects. The company has two large, advanced projects, one of which could be a Mt. Morgan (12Moz gold) lookalike, in a highly prolific gold belt. Gold bearing systems have been consistently intersected by drilling on both projects, with each of them having multi-million ounce potential. Drilling resumes at Specimen Hill following copper porphyry ...
- Dr. Michael Green
Corcel - Update
Corcel is best known for its vast PNG nickel laterite Mambare Project which was once valued at £40 million. It has been a bit quiet over recent years as the company has gone through a substantial restructuring since the previous Chairman was removed by shareholders. The decks have now been cleared and a period of substantial growth has begun. With James Parsons now at the helm and the 12 month “legacy clean up” behind them, investors are now witnessing the creation of a highly relevant vehicle. ...
- Richard Gill
- CFA
EQTEC - Operations & Valuation Update
Total £16 million raised in May in over-subscribed placing The money was raised at 1.5p per share, an 11.24% discount to the previous day’s closing price. As our previous updates have highlighted, EQTEC has over the past few months developed a significant pipeline of projects. Between July 2020 and February 2021, non-contracted tender opportunities worth a total potential of €316 million were added for a total potential pipeline value of €657 million. With this in mind, the company will use...
- Richard Gill
- CFA
RiverFort Global Opportunities - Initiation of Coverage
A stock for all seasons – income generating venture debt portfolio complemented by equity upside from convertibles, warrants and high impact pre-IPO investments RiverFort Global Opportunities (RGO) is an AIM listed investment company which invests via venture debt instruments in small cap companies across a range of sectors and stock exchanges. Returns are generated for shareholders via a mix of interest and fee income on venture debt instruments, along with equity upside from direct equity...
- Richard Gill
- CFA
Gaming Realms - Full Year Results & Valuation Update
Gaming Realms is a creator and licensor of innovative games for mobile, operating in the UK, US, Italy and Canada. Flagship brand Slingo® is a popular and unique game genre combining elements of slots, bingo and table gameplay. These games are licensed by some of the world’s biggest online gaming operators, including DraftKings, Sky Betting & Gaming and GVC, and distributed directly to operators or via global partners such as Scientific Games using the company's proprietary Remote Game Server pl...
- Richard Gill
- CFA
EQTEC - Operations & Valuation Update
March trading update confirms growth of commercial opportunities EQTEC has experienced considerable growth in its non-contracted project pipeline since September 2020. The number of opportunities has grown from 41 to 75, up 83% over six months. Additionally, between July 2020 and February 2021, non-contracted tender opportunities worth a total potential of €316 million were added for a total potential pipeline value of €657 million. Maiden EBITDA profits expected this year with further...
- Dr. Michael Green
Corcel - Initiation of Coverage
Corcel is the old Regency Mines, a company probably best known for its vast PNG nickel laterite project Mambare which, on its own, was once valued at £40 million. It has been a bit quiet over recent years as the company has gone through a substantial restructuring since the previous Chairman was rather unceremoniously voted out by shareholders. The decks have now been cleared ready for a period of substantial growth. With James Parsons now at the helm and the 12 month “legacy clean up” phase beh...
- Dr. Michael Green
Ironveld - Initiation of Coverage
Ironveld joined AIM in 2012 with Prospecting Rights over a vast 165km² area in the Bushveld, South Africa, with plans to mine magnetite iron ore as feedstock for its own pig iron plant. Since then, there has been a large JORC-resource delineated (2013), a cracking DFS (2014), mining licences secured, environmental approval gained, plus confirmation of power supply from Eskom - major milestones on the road to putting this project into production. All great news but in recent years Ironveld has be...
- Dr. Michael Green
Coro Energy - Initiation of Coverage
Highly compelling regional energy play in both renewables and gas benefitting from the rapidly growing SE Asian economies Coro Energy is the old Saffron Energy, which joined AIM in February 2017 with onshore gas producing interests in Italy. Within 12 months a new management team had taken over, led by James Parsons as Chairman, bringing a brand-new strategy for expansion and transformational growth focused on South East Asia. Early 2019 saw Coro acquire a 15% interest in the Duyung PSC in ...
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