Recent Work
Georgina Energy
A close look at a company that has risen sharply since February as it moves towards developing highly prospective helium and hydrogen assets
- Client: Total Market Solutions
Tough markets, new opportunities
History shows that economic and geopolitical uncertainty opens opportunities for nimble microcaps able to react to events more quickly than larger competitors
- Client: Total Market Solutions
The global race for antimony and tungsten
Gathering geopolitical turbulence is opening opportunities for suppliers of two critical metals with a wide range of military and industrial applications
- Client: Total Market Solutions
Two visions for AI – comparing the US and the UK
Artificial intelligence is on Trump’s ‘shock and awe’ agenda – but what about Britain’s AI strategy?
- Client: Master Investor
Bonds, equities and the limits of populism
Bonds, equities and the limits of populism
- Client: Master Investor
AI and the future of mining
A California-based AI venture indicates a way forward for budget constrained mining majors and small caps
- Client: Master Investor
20 mining companies for 2025 – Part II
10 more mining companies to watch in 2025 producing metals in high demand for the emerging green economy and the precious gems market
- Client: Total Market Solutions
20 mining companies for 2025 – Part I
The energy transition needs copper, lithium, tungsten, silver, rare earths and many other metals – here are 10 mining companies to watch in 2025
- Client: Total Market Solutions
10 oil & gas companies for 2025
The world still needs hydrocarbons, and the new US administration may give oil and gas companies a boost – here are 10 to look out for in 2025
- Client: Total Market Solutions
With acknowledgements to Unsplash for many of the images used in this section