In today’s briefing:
- New World Resources (NWC AU): Kinterra Capital Emerges With A 12% Stake
- Boss Energy (ASX: BOE) – Transitioning to Tier-1 Producer with Strong Quarterly Momentum
- Carnarvon Energy UPDATE(CVN)
New World Resources (NWC AU): Kinterra Capital Emerges With A 12% Stake
- In New World Resources (NWC AU)’s Possible Interloper. I noted NWC’s shares trading through Central Asia Metals (CAML LN)‘s A$0.05/share terms. An opportunistic investor (s) or a third party bidder?
- Toronto-Based PE outfit Kinterra Capital has now declared a 11.99% stake, paying upward of A$0.051/share.
- New World Resources (NWC AU)is currently in a trading halt due to “a potential material variation, including a proposed increase in Scheme Consideration, to a change of control transaction“.
Boss Energy (ASX: BOE) – Transitioning to Tier-1 Producer with Strong Quarterly Momentum
- Boss delivered a robust March 2025 quarter, with Honeymoon generating free cash flow and production ramping sharply.
- The company targets ~2.9M lbs annual output by FY27, supported by Alta Mesa and multiple exploration assets.
- Valuations remain attractive at ~8× forward P/E, though uranium price volatility and execution risks persist.
Carnarvon Energy UPDATE(CVN)
- Yes, I know I wrote this one up a year ago, but things have changed to make this a more interesting investment opportunity.
- I would recommend holding this in an account where you can sit on it for a few years.
- The ultimate IRR will be attractive, but this isn’t a quick flip.
💡 Before it’s here, it’s on Smartkarma
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