With exposure to high-grade gold and copper, Kingfisher is well positioned for growth during this next upcycle in commodities.

With the global transition to renewable energy sources, the importance of “Green Minerals” such as copper is ever increasing. Copper is used extensively in renewable energy systems to generate power from solar, hydro, thermal and wind energy.

As a global store of value, gold can provide insurance during times of geopolitical and economic uncertainty.

Neometals is an ASX-listed innovative project developer based out of Australia. The company is listed on the Australian Stock Exchange (ASX: NMT) and is developing projects in the minerals and materials required for a sustainable future.

The company currently has 4 core projects. These include a Lithium battery recycling project, a demonstration plant in Germany, a high-grade Vanadium slag project in Scandinavia where high-purity Vanadium is recovered from slags, and a residual upstream mining asset-based in Australia. These projects encompass recycling materials recovery through to production of the upstream mineral concentrates. 

Neometals has been busy lately and has published a lot of press releases since the middle of May. The company recently completed a deal with a Canadian company called Stelco with an MOU towards a JV on recycling batteries. They have also recently announced that they have started the commissioning process of their showcase demonstration facility in Germany.

Further to the Palladium results at the Nickel exploration ground, Neometals has announced their intention to spin out the project to a dedicated ASX listed company. Neometals has also published resource updates for individual deposits that comprise the Mt. Edwards project. Neometals has also sold the off-take rights from the Mt. Marion Lithium Hydroxide project for A$30M. 

The company has tightened up the business and the story has become simpler with projects orientated towards materials recovery and ESG and sustainability. 

2022 will be a busy year for Neometals as they are looking at FIDs for their first battery recycling plant in the first half of next year. The Barrambie project will also come on stream in the first half of next year and the Vanadium recovery project by the end of 2022. 

Granada Gold Mine Inc. is a Canadian junior mining and exploration company with Gold and Silver properties in Quebec and Ontario. The Company's current focus is directed towards the development and continued exploration of the Granada Property situated in the heart of the famous Abitibi Greenstone Belt and along the prolific "Cadillac Trend". This potential high-tonnage, near-surface deposit is located 15 minutes from Rouyn-Noranda Quebec. The Rouyn-Noranda airport offers easy access into the area and on to paved roads to the mine site. The area offers excellent infrastructure and good supply of skilled labour throughout the region.

Pasofino Gold Ltd. is a Canadian-based mineral exploration company listed on the TSX-V (VEIN), OTCQB (EFRGF), and FSE (N07). Through its wholly-owned subsidiary, ARX Resources Limited, Pasofino has an option to earn a 49% economic interest (prior to the issuance of the Government of Liberia’s 10% carried interest) in the Dugbe Gold Project.

Pasofino Gold is looking to develop the Dugbe Gold Project in 2022-23 and has recently published a PEA which is an important step for the company to provide financial information to the market. The PEA shows that the project has a mine life of about 12 years generating between 180-210,000oz Gold/year at a mining rate of 5M tonnes/year through a processing plant.

The Dugbe Gold Project is located in southern Liberia and situated within one of the last remaining under-explored parts of the Birimian area of West Africa. The Project area is located 70 km by road from the Greenville deep-water port.

Pasofino Gold has huge upside with good return from investments. The open pit grade at the Dugbe project is fantastic with a good strip ratio. The mine is close to the port in a mining-friendly jurisdiction and they have an experienced operating team with experience in leading mineral exploration, mine builds and developments including delivery and development of mineral resources, mine construction & operations.

Pasofino Gold raised $9M in April/May and don’t have any plans to raise any more money before Q4 of this year. They will continue to work on the DFS which they started in December 2020 and is due for completion in Q2, 2022 and there will be a series of news releases throughout the process. 

EMX leverages strategic equity investments to complement the royalty and prospect generation business model. EMX Royalty’s diverse in-region exploration expertise provides global business connections to identify undervalued investment opportunities. One of EMX’s earliest strategic investments was in Standard Uranium Inc., which resulted in a $4.7 million realized gain after a successful buy-out of URN in 2006 by Energy Metals Corp.

UEX Corporation is one of Canada’s largest Uranium exploration and development companies with probably the only sustainable wide portfolio in the Uranium space over the next couple of cycles.

UEX Corporation has made significant advancements in the discovery and development of existing and new uranium and cobalt deposits in the Athabasca Basin. The company owns 31 projects and is looking to grow the company with new discoveries on top of their production ready assets. 

Following the JCU acquisition and the involvement in the Wheeler River and the Millenium projects there is now a definite shift in the focus of UEX. Instead of focusing exclusively on growth, they will now have the opportunity to participate in future production within the next 1 or 2 cycles.

UEX plans to focus on their top-tier projects in future to grow the company resources which will allow them to find partners on some of their early-stage projects. This will provide more opportunity to get more of their portfolio working with the injection of cash from other companies. 

UEX is now a producing company and when the uranium price improves, the most likely projects to move forward are at the Wheeler River project at the Gryphon and Phoenix deposits. There are also other projects which might not be ready to go this cycle but will be ready to come onstream in the next cycle. 

Now that UEX is ready to go, they will need to raise some money and plan to raise $25-30M to get them to the end of 2022 comfortably.

Karora Resources is a multi-asset mineral resource company focused primarily on the acquisition, exploration, evaluation and development of precious metal properties. It is Karora’s vision to become the next sustainable high quality mid-tier producer.

After the transformational acquisition of the Higginsville Gold Operations, Karora’s primary operations are the Beta Hunt Underground Mine and the Higginsville Gold Operations including the Higginsville Open Pit mines and 1.4Mtpa Higginsville mill.

Last year was their maiden year of Gold production with their own build and they produced 100,000oz of Gold and are meeting their guidance on production and costs. They have recently put out a press release to announce the increase in production going forward.
The Gold and mining sectors are challenging and Karora Resources had some specific objectives with the Board and the shareholders and they have completed what they set out to do.

Karora Resources is a turnaround story which has made huge progress since 2019. They have Beta Hunt and the Higginsville complex and their organic growth is self-funded. They are talking about increasing production to 185-205,000oz which will be fully funded from cash flow and there are opportunities ahead over the next 3 years which will be transformational for the company.

Ceylon Graphite is a public company listed on the TSX Venture Exchange (CYL:TSX-V) involved in the exploration and production of graphite in historic resource jurisdictions in Sri Lanka. It holds a land package constituting 121 km² grids containing historic vein graphite deposits. These unique and comparatively higher margin vein (lump) deposits currently make up less than 1% of the world graphite production. These exploration grids represent the majority of known historic graphite resources in Sri Lanka. The relevant areas in which these grids reside have previously had historical production dating back to the 1920s and 1930s.

Geopacific Resources Limited has been listed on the Australian Stock Exchange (ASX) since 2006. The Company’s initial activities were on its tenement holdings in Fiji where its exploration activities have identified several highly prospective project areas. When Geopacific merged with World Wide Mining in 2013 the Company became a regional explorer with an Asia-Pacific focus – adding the Kou Sa Project in Cambodia to its existing Fijian Projects.

Elemental Royalties is an emerging, rapidly-growing gold royalty company with world-class, producing assets on four continents.

They started in 2017 and made money out of the gate - doubling revenue each year - yet they're currently undervalued with a low market cap relative to their peer companies.