High Conviction Growth – ADD to GQG Partners
Add to GQG Partners
Alpha Recommendations
Alpha Recommendation: Buy Barton Gold (BGD)
Barton Gold (BGD) is an ASX, OTCQB and Frankfurt Stock Exchange listed Australian gold developer targeting future gold production of 150,000oz annually, with ~1.6Moz Au JORC Mineral Resources (52.3Mt @ 0.94 g/t Au), multiple advanced exploration projects and brownfield mines, and 100% ownership of the only regional gold mill in the renowned central Gawler Craton of South Australia.
Alpha Recommendation: Buy Rox Resources (RXL)
Rox Resources is an Australian gold company focused on bringing its high-grade Youanmi Gold Project into production. Located in Western Australia—one of the world’s top gold mining regions—Rox is on track to become a near-term gold producer, with a strong resource base and robust financial outlook.
Alpha Recommendation: Buy Austin Engineering (ANG)
Austin Engineering Limited (ANG) is a global engineering company. For over 50 years, Austin has partnered with mining companies, contractors and original equipment manufacturers to create innovative engineering solutions that deliver productivity improvements to their operations. The company is a market leader in the design and manufacture of loading and hauling solutions, including off highway dump truck bodies, buckets, water tanks and related attachments, supporting both open-cut and underground operations. Complementing its proprietary product range are repair and maintenance services performed in company’s workshops and on clients’ mine sites, and spare parts
Alpha Recommendation: Buy Polymetals (POL)
Polymetals Resources (ASX: POL) is an Australian mining company operating at its 100% owned Endeavor Silver Zinc Mine, located in the Cobar Super Basin, NSW, Australia. The company has the potential to be a +20-year producer in one of Australia’s most prolific polymetallic mining districts
Alpha Recommendation: Buy BBOZ (Short/Hedge XJO)
BBOZ seeks to generate magnified returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a magnified positive return when the S&P/ASX 200 Accumulation Index falls on a given day (and a magnified negative return when the index rises on a given day).
Alpha Recommendation: Buy Meeka Metals (MEK)
Meeka Metals Limited is an Australian based gold company. The Company has a portfolio of 100% owned projects across Western Australia. The Company is engaged in the exploration and evaluation of its mineral assets at the Murchison Gold Project and Circle Valley Project.
Hedge: US Credit rating downgrade
The negative catalyst of a US credit downgrade, particularly at over extended levels in a Bear market Rally give us an opportunity to hedge with a risk/reward ratio of clos to 5:1 which is a smart trade to take
Alpha Recommendation: Buy Firefly Metals (FFM)
FireFly Metals is a Company engaged in mineral exploration and evaluation at the Green Bay Copper-Gold Project in Newfoundland and Labrador, Canada, the Pickle Crow Gold Project in Ontario, Canada and the Limestone Well Vanadium-Titanium Project in Western Australia
Alpha Recommendation: Buy Bitcoin ETF (EBTC)
The Global X 21Shares Bitcoin ETF (EBTC) offers exposure to physical Bitcoin. Australia’s first spot Bitcoin ETF
Alpha Recommendation: Buy Golden Horse Minerals (GHM)
Golden Horse Minerals Limited (GHM) is a mineral exploration company primarily focused on the acquisition, exploration and development of tenure in the vicinity of Southern Cross, Western Australia which is considered prospective for gold