SCOPING STUDY

The Most Undervalued Stock In Our Portfolio

The Most Undervalued Stock In Our Portfolio

We currently think Minbos Resources (ASX: MNB) is the most undervalued stock in our portfolio, given their progress since we first invested. MNB recently released a Scoping Study, which estimated an after tax Net Present Value (NPV) of between US$159 and US$260M.

Introducing Our Latest Portfolio Addition: $11M Capped ASX Stock Unlocking Food Security in Africa

Introducing Our Latest Portfolio Addition: $11M Capped ASX Stock Unlocking Food Security in Africa

We have recently made a large, long term investment in Minbos Resources Ltd (ASX: MNB), a $11M capped company that has a world-class phosphate ore project within the Cabinda Province of Angola, which has just released a highly positive Scoping Study.

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