focusIR Features for May 2024

Dear Investor,

We had a jam-packed month on the Investor Relations front.

In addition to our very first Roundtable Discussion on the Future of Mineral Sands, we held our latest Investor Webinar and heard about progress at Kavango Resources and Taseko Mines in addition to portfolio news and investment themes from Stephen Yiu at?WS Blue Whale Growth Fund and Keith Watson and Robert Crayfourd, Joint Co-Fund Managers, at CQS Natural Resources Growth & Income Trust.

In addition, we managed to fit in updates from KEFI Gold and Copper,? PYX Resources Fulcrum,?Pan African Resources Metals, Blencowe Resources, Sovereign Metals, Utilico Emerging Markets Investment Trust, Trident Resources, GreenRoc Mining, Time To Act and Fulcrum Metals.

We hope you enjoy our full May round-up.

Kind regards,

The focusIR team

Company Focus

Deep Dive on News and Companies

More than just a simple Question and Answer, here we strive to go three questions deep to uncover information essential to any bottom-up investor.

Harry Anagnostaras-Adams, Exec Chairman at KEFI Gold and Copper (KEFI), explains why timing is perfect.

Oliver Hasler, Chairman & CEO PYX Resources (PYX), discusses the benefits of connecting to the Grid in terms of energy costs, operating margins and carbon footprint.

Cobus Loots, CEO of Pan African Resources PLC (PAF), on delivering sector-leading returns for shareholders.

PYX Resources : Achieving volume and diversification milestones.

Mike Ralston, CEO of Blencowe Resources (BRES), outlines plans to become one of the world's largest graphite producers.

Sapan Ghai, CCO at Sovereign Metals (SVML), discusses their superior graphite test results.

Utilico Emerging Markets Trust (UEM) Insights; International Container Terminal Services.

Adam Davidson, CEO of Trident Royalties plc (TRR), discusses offtake milestones and catalysts to boost FY24.

Stefan Bernstein, CEO of GreenRoc Mining plc (GROC), details the PFS results for the new graphite processing plant.

Chris Heminway, Exec-Chair at Time To ACT plc (TTA), explains why now is the right time for the Group to IPO.

Ryan Mee, CEO of Fulcrum Metals PLC (FMET), reviews FY23 and progress on the Gold Tailings Hub in Canada.

Roundtable Conversations with the C-Suite

The Future of Mineral Sands

WATCH our first ever Roundtable Discussion with Sapan Ghai, Chief Commercial Officer of Sovereign Metals (LON: SVML); Oliver Hasler, Chief Executive Officer of Pyx Resources (LON:PYX); Dennis Edmonds, Chief Executive Officer of Kazera Global PLC lobal (LON:KZG); with sectoral analysis provided by Ryan D. Long Long, Managing Director of Mining and Metals Research Corporation, and author of the well-respected Junior Mining Insights newsletter. The discussion centred around the future of mineral sands.

Investor Webinar

May 2024

WATCH our latest investor webinar, Stephen Yiu, Fund Manager at WS Blue Whale Growth Fund, Ben Turney , CEO at Kavango Resources PLC LSE:KAV, Stuart McDonald , CEO of Taseko Mines Limited and Keith Watson and Robert Crayfourd , Joint Fund Co-Managers at CQS Natural Resources Growth and Income plc shared their insights and took Q&A from the audience.

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