Question: Is it a relative game in the 'sovereign debt jubilee' scenario?

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…

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.

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.

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.

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.

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

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

Pleasure to contribute to this raise. Very excited to see what can be achieved here. #goldequities #tamesispartners

A veritable treasure trove in Mali. So excited to see what can be found/developed with this management team and geology. #goldequities #tamesispartners

We’ve published on ⁦Trident Royalties⁩ 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…

#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

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

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

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

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. Capital Limited #goldequities

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 , Capital Limited #Tanzania #GOLD

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

Comprehensive teach in from Greeners here: piworld.co.uk/education-vide… Capital Limited Trident Royalties Shanta Gold