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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 23, 2025 | Massif Capital | 6.2% | 16.5% | 6368.T, AFM.L, AMPX, CHG.L, ENVX, EQNR, GKP.L, GLO.TO, HBR.L, MP, TSM, VAR.OL | Battery Technology, Critical Minerals, defense, energy, Europe, Mining, Natural Gas, semiconductors | Portfolio heavily invested in tin and tungsten mining companies due to supply constraints and growing demand. Alphamin dominates tin production with strong margins while tungsten faces extreme geographic concentration with China controlling 80% of global production. Both metals are essential for defense, aerospace, and electronics applications with limited alternative suppliers. | ENVX ENVX 6368 JP CHG LN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 28, 2025 | Substack | Jam Invest | Gulf Keystone Petroleum | Bull | cash flow, dividends, Gulf Keystone Petroleum, Iraq-Türkiye Pipeline, Kurdistan, oil and gas reserves, oil exports, oil prices, production sharing contracts, Shaikan Field | View Pitch | |||
| Sep 24, 2025 | Substack | Jam Invest | Gulf Keystone Petroleum | Bull | discounted oil prices, dividend yield, drone attacks, export route, free cash flow yield, geopolitical risks, Gulf Keystone Petroleum, Kurdistan, oil producer, pipeline re-opening | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||