Charlie Bendon
@BendonCharlie
Tamesis Partners helps finance mining projects and advises on investments in commodity exposure. All opinions are my own.
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Comprehensive teach in from Greeners here: piworld.co.uk/education-vide… @_CapitalLimited @TridentPlc @shanta_gold
piworld.co.uk
PIWORLD interview with Richard Greenfield: A Beginner's Guide to Mining Stocks - PIWORLD
With inflation, resources used in electrification, and for new technologies, there may be more appetite for mining stocks from investors who normally avoid the sector. Here, Richard Greenfield,...
Great validation of incountry relations. Big economic copper project with strong management team in one of the worlds best jurisdictions for ~10% P/NAV. This should be owned by a larger player. #copper #copperequities #ALPHA
Los Andes Copper Ltd. Receives Environmental Approval by Regional Environmental Committee for Upcoming Drilling Campaign at Vizcachitas - Junior Mining Network $LA.V juniorminingnetwork.com/junior-miner-n…
As well as an important governmental shift re Covid, the new President of Tanzania has just committed to reinvigorating foreign investment and specifically highlighted the mining industry. Fingers crossed. Buy @shanta_gold , @_CapitalLimited #Tanzania #GOLD
CAPD: the best risk adjusted return gold exposure in gold small cap. Mining spend building and Capital has positioned itself perfectly. Please can someone tell me where else I can get >50% EBITDA growth with 3% yield? Fair value 2X. @_CapitalLimited #goldequities
An honour to be here in Sarajevo on this historic occasion. Meeting the minister filled me with optimism for a country that deserves huge wealth generation from the mining sector. A great team. This story runs hard from here. #preciousmetals #zinc
Los Andes Copper Ltd. Receives Environmental Approval by Regional Environmental Committee for Upcoming Drilling Campaign at Vizcachitas - Junior Mining Network $LA.V juniorminingnetwork.com/junior-miner-n…
The consolidation year is banked, now all eyes on the transformation. The CEY contract pays for the kit and drives our PT to 127p. Any further wins fall straight to bottom line. In the meantime, exploration drilling and laboratories motoring. Wake up in 12 months at 150p. #GOLD
$CAPD Our Q4 2020 Trading Update released today, highlights include full year revenue of US$135 million (up 18% on 2019), Q4 revenue of US$34.6 million (up 13% on Q4 2019) and the completion of a successful equity fund raise capdrill.com/investors/anno… #CAPD
Transformational contract win for CAPD. Truly on its way now. Cheap as chips and provides balanced risk/reward gold exposure. Truly exciting outlook as money flows into the sector. Dont foget how Levi Jeans started! #picksandshovels #goldequities #goldinvestment
Capital has entered a contract with Sukari Gold Mines to provide 120 Mt of open-pit waste mining services at the Sukari gold mine, in Egypt, as well as expand its existing drilling contract at the gold mine | bit.ly/36us3kx @_CapitalLimited @CentaminPlc #contractmining
#inflationprotection-clever exposure to building spend in gold. Smoother path due to diversified client base, >90% revenue from operating gold mines in bottom of cost curve. Strongly aligned management, reduced competition. CAPD has prepared 10 yrs for this moment. #goldequities
Today we announced two new contracts with @Barrick at their Bulyanhulu Gold Mine. Read more: capdrill.com/investors/anno… #CAPD #Bulyanhulu
We’ve published on @TridentPlc today. TRR is a sensible way to get exposure to the upswing in commodity prices implied from monetary stimulus. We have gold, FE & Cu in the portfolio with (hopefully) more to follow. #royalties #inflation #gold tamesispartners.com/research-porta…
A veritable treasure trove in Mali. So excited to see what can be found/developed with this management team and geology. #goldequities #tamesispartners
#ASXNews - $5.7M Capital Raising Accelerate 2020-21 Exploration Program $MVL has received binding commitments to raise a total of $5.7 million. Funding will be used to accelerate exploration plans in the upcoming Mali field season. #gold #Marvel bit.ly/3kNAso9
Pleasure to contribute to this raise. Very excited to see what can be achieved here. #goldequities #tamesispartners
We're delighted to announce that we have closed our recent financing this morning for proceeds of C$13 million. Next up, the ASX listing! $BZ.V @BenzMining newsfilecorp.com/release/67187
Very strong axis now cemented to take this project forward. Any sellers anticipating an issue now redirected. Major derisking point on journey to production. #preciousmetals #basemetals
We're delighted to announce that we have closed our recent financing this morning for proceeds of C$13 million. Next up, the ASX listing! $BZ.V @BenzMining newsfilecorp.com/release/67187
The birth of a new diversified royalty company listed in London. We established Trident as a shall company with $5m cash from institutional investors. This morning it has announced its new strategy and is self-sustaining on day 1 with cashflow and hopeful…lnkd.in/dAdnbMx
The birth of a new diversified royalty company listed in London. We established Trident as a shall company with $5m cash from institutional investors. This morning it has announced its new strategy and is self-sustaining on day 1 with cashflow and hopefully more deals to follow.
#TRR today announces the AU$7m acquisition of a cash generative #royalty, a change of strategy to create a new growth-focused, diversified #mining royalty and streaming Company, and a proposed move from LSE Main Market to trading on #AIM bit.ly/3ahLyMX
Petra doing a great job operationally. Diamond prices have stabilised. New management have articulated a credible plan for addressing the debt. You would be brave to bet against these guys.
CEO Richard Duffy: “The buy in to this project from all of our Petra employees and contractors has supported the strong operational performance across all sites, resulting in us achieving our highest level of ROM tonnes mined and carats recovered over the last six months”
For those who cover E&P, Tamesis has entered into a collaboration agreement with Auctus Advisors (auctusadvisors.co.uk), a new specialist ECM house focusing on energy. As a group, we can now provide insight and execution across the full spectrum of natural resources.
For investors who want exposure to the building flow of capital into gold exploration but who cant stomach investing in exploration stocks, look no further. Yield, blue chip client base, 45% latent capacity, net cash, fully aligned management and cheap relative to peers. Boom.
$CAPD today released our Q4 2019 Trading update. Highlights include a material increase in cash generation to US$4.4 million, full year revenue of US$114.8 within guidance of US$110 - $120 million and commencement of eight new exploration contracts in Q4. capdrill.com/investors/anno…
Tamesis Partners have released a favourable research note following our announcement relating to our Mining Services Contract Win with Allied Gold Corp. #CAPD docs.wixstatic.com/ugd/6f7ffe_b16…
Question: Is it a relative game in the 'sovereign debt jubilee' scenario?
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