Chemring: War Demand and Old Lessons
Company Report

Chemring: War Demand and Old Lessons

Converting Rearmament Cycles Into Durable Industrial Economics

Jan 30, 2026
Equinox Gold Thesis Update
Company Report

Equinox Gold Thesis Update

Entering a Period of Robust Returns

Nov 11, 2025
The Transformation of Lundin Mining (Part 2)
Company Report

The Transformation of Lundin Mining (Part 2)

Building the Next Copper Major

Oct 17, 2025
The Transformation of Lundin Mining (Part 1)
Company Report

The Transformation of Lundin Mining (Part 1)

A Five Year Capital Allocation Masterclass (2020-2024)

Sep 12, 2025
Var Energi: Europe's Dividend Powerhouse
Company Report

Var Energi: Europe's Dividend Powerhouse

How an Infrastructure-Led Strategy and Capital Discipline, Position VAR For Outperformance Amid Commodity Volatility

Jun 4, 2025
Investing in Global Atomic Amid a Mercantilist Shift in Trade
Company Report

Investing in Global Atomic Amid a Mercantilist Shift in Trade

How Politcal Risk and Financing Hurdles Create Opportunity in Niger

May 15, 2025
Tin and Turmoil
Company Report

Tin and Turmoil

Reassessing Alphamin in the Context of Ongoing Conflict

Apr 9, 2025
Harbour Energy
Company Report

Harbour Energy

Unlocking Hidden Value in European E&P

Jan 15, 2025
Bold Moves
Company Report

Bold Moves

From International Oil Company to Integrated Energy Company

Feb 21, 2024
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