We have initiated coverage on Alto Metals (ASX: AME), which has recently completed an aggressive ~60,000 metre drilling program that has returned very positive results from its 100%-owned 331koz Sandstone Gold Project (SGP), which covers the majority of the underexplored Sandstone Greenstone Belt (SGB), within the Yilgarn region of Western Australia. The SGB covers ~900 sq km and has been …

We have updated our coverage of PolarX (ASX: PXX), highlighting the prospectivity of the company’s two USA exploration project areas – Humboldt Range in Nevada, and the Alaska Range Project in Alaska. The company is still very much active on the Alaska Range Project (for which a Scoping Study on a combined Caribou Dome/Zackly operation is underway), and which includes …

We have initiated coverage on Bowen Coking Coal (ASX: BCB), highlighting the company’s ability to capitalise on the robust metallurgical coal price environment. It has acquired a suite of projects that will enable it to deliver coal into a buoyant market from as early as Q1 2022, and then ramp up to over 4mtpa of saleable product, with more than …

The local diamond exploration sector has lost its glitter in recent years, but there’s renewed interest in finding the dazzling stones that the ancient Greeks thought were splinters of stars that had fallen to earth. Underpinning the activity is a looming shortage of better quality stones spurred by pandemic-related supply problems and the backlash against ‘blood’ diamonds (those mined in …

Clime Capital Limited (ASX: CAM) is a Listed Investment Company (LIC) with a long history, with the Company listing on the ASX in February 2004. The portfolio is managed by Clime Asset Management Pty Limited, a wholly owned subsidiary of Clime Investment Management Limited (ASX: CIW), an ASX-listed asset management company with $1.18b funds under management (FUM) and $5.1b funds …

Loomis Sayles Global Equity Fund (Quoted Managed Fund), (ASX: LSGE) (the “Fund”) is a newly listed Exchange Traded Managed Fund (ETMF), also known as an Active ETF. The Fund was listed on 1 October 2021 and provides exposure to the Loomis Sayles Global Equity Opportunities Strategy (the “Strategy”), which was established in October 2004. The Responsible Entity (RE) is Investors …

In this edition of the LMI Monthly Update we take a look at the level of stock overlap between the Aussie Large Cap LICs to determine whether a level of diversification can be achieved by holding multiple LICs in this category or whether investors are doubling down on their stock exposure. To view the report click here. *Please note users …