#TRR Trident Royalties (MC $203m @ 58p) - Thacker Pass project moves to construction, est $55m annual royalty at full phase 2 production at current Lithium prices
#MRL - Marlowe Plc - AIM listed compliance services and software provider, with a “buy-and-build” model. Stock down heavily post trading update. M&A will slow, but biz should be recession-resilient.
Elemental Altus Royalties (ELE on TSV, ELEMF on US OTC). Junior gold royalty Co on interesting valuation given asset portfolio and high quality aligned management
Stock ideas backed up by supportive insider transactions (directors, execs etc). Posts are opinions only, not investment advice. Contributors may hold positions in stocks discussed and may be biased or mistaken in their analysis.
