Top 6 Holdings as at 31 January 2024

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Company Country of domicile Sector Gross assets
Koumbia Bauxite Investments Limited Bermuda
Bauxite
47.3%

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
17.7%

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
5.2%

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

Kumarina Resources Pty Ltd Australia
Gold and copper exploration and mining
4.0%

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

Margosa Graphite Limited Sri Lanka
Graphite exploration and mining
3.4%

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

Panoramic Resources Limited Australia
Nickel exploration and mining
2.7%

A Western Australian mining company that owns 100% of the Savannah underground nickel sulphide mine, located in the East Kimberly in Western Australia.

Portfolio Summary