Top 6 Holdings as at 31 May 2024

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Company Country of domicile Sector Gross assets
Koumbia Bauxite Investments Limited Bermuda

Unlisted company with the right to a future revenue stream from Alliance Mining Commodities Limited, operators of the Koumbia bauxite project in Guinea, West Africa.

Horizon Gold Limited Australia
Gold exploration and mining

An ASX-listed junior gold explorer with gold resources and a zinc-copper-silver discovery in Western Australia.

Alliance Nickel Limited Australia
Nickel and gold exploration and mining

A junior nickel and gold explorer with substantial nickel resources in Western Australia.

Kumarina Resources Pty Ltd Australia
Gold and copper exploration and mining

An unlisted mining company with a gold-copper project in Western Australia.

Margosa Graphite Limited Sri Lanka
Graphite exploration and mining

An unlisted graphite explorer focused on high grade vein graphite in Sri Lanka.

Star Royalties Limited Canada
Precious metals and carbon credits

Canadian company focused on investing via royalties and streams in precious metals and carbon credits.

Portfolio Summary