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Opportunistic raises as DIY and institutional investors pile into copper, gold and strategic metals projects
Simon Thompson: Buoyed by gains from its listed portfolio, NAV has increased 17.9 per cent this year
Rising capex and working capital commitments are constraining free cash flow
Simon Thompson: Shares trade on a 15 per cent discount and could be trading on a PE ratio of 10 by 2028
Simon Thompson: The buoyant gold price is leading to upgrades, but the company remains lowly rated
Lord Lee and Alex are joined by Dan Prickett, chief executive of Aim-traded Christie Group
Our David Dreman-inspired screen delivered the goods. Can 2026’s picks survive a volatile market backdrop?
Simon Thompson: It’s on a low valuation even though earnings should increase by a third in the new financial year
Simon Thompson: The shares trade on a PE of 8.8 even though earnings momentum is strong
Simon Thompson foresees one UK miner benefiting from structural tailwinds for the metals sector
