Namib Minerals (NAMM) – Tim Hack
Pitch Summary: @realTimHack makes a bullish case for Namib Minerals, saying he would add at current levels if he didn’t already have exposure after spending additional time researching the company. He frames the opportunity as a major valuation disconnect, describing the business as a multi-billion-dollar gold miner with significant copper and cobalt upside despite trading […]
Tharisa plc (THS.L) – Marlie Chunger
Pitch Summary: @JSE_Invest argues Tharisa is a straightforward long if the current PGM bull market persists. The pitch frames the setup as a cheap, profitable miner with strong margins that is actively returning capital through buybacks and dividends. The core catalyst is torque to higher PGM prices plus company-specific upside from the Karo development and […]
