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January 6, 2024 Will Thomson and Adam Lundin on Mining and the Lundin Group Read More

December 21, 2022 Will Thomson on Intelligent Investing in the Real Asset Ecosystem Read More

January 10, 2022 Equinox Gold: Fast-Growing Mid-Tier Producer at Steep Discount Read More

January 14, 2021 RWE: European Utility Transitioning to Renewable Power Leadership Read More

March 21, 2020 William Thomson on Intelligent Investing in Crisis Mode: Surveying Basic Materials, Energy, Mining Read More

January 10, 2020 Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts Read More

January 11, 2019 Kazatomprom: World’s Largest and Lowest-Cost Uranium Producer Read More

June 28, 2018 GrafTech: Graphite Electrode Producer with FCF Opportunity Read More

January 13, 2018 Haw Par: Undervalued Singapore-Based Family-Controlled Conglomerate Read More

July 7, 2017 Lucara Diamond: Miner Focused on Exceptionally Large Diamonds Read More