Alphamin Resources — Honing FY25 forecasts
Notwithstanding press headlines reading ‘Alphamin Resources profit slumps in first quarter on DRC disruptions’, the company’s Q125 results were...
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Alphamin Resources - From alpha to omega
Alphamin announced record quarterly tin production of 4,917t (+22.1% quarter-on-quarter) in Q324 and EBITDA of US$91.6m (+68.8%) after the Mpama...
381 Views
2025 First Quarter Letter to Investors
At the current time, we find the rebound in US equity markets increasingly difficult to rationalize. With trade war uncertainty still high, limited...
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Massif Capital 4th Quarter 2024 Letter to Investors
During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains from the long book of...
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2nd Quarter 2024 Letter to Investors
In this letter, we discuss persistent inflationary pressures and potential misallocation of capital in financial markets that could lead to future...
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