K2Fly (K2F) – Strategic Investor

Interim results again demonstrated the benefits of the diversification strategy that has been well executed over recent years. We maintain a positive view on the top-line outlook and are encouraged by margin growth in aRead more

Weak margins and stretched balance sheet were focus areas when we recently initiated. While interim results highlighted margin recovery is still work in progress, the recent sale of idle crushing plants reduces leverage and addsRead more

We are tipping a resurrection of reputation with a good run of surplus cash flows for the rest of FY23 and into FY24, putting Ramelius in position to start developing post 2025 mine plans withRead more

Performances over the last four halves have been well ahead of those over the rest of the last decade. We expect this to establish a new, higher base for GNG, as its enhanced reputation andRead more

We recently visited Sovereign Metals’ (SVM) giant Kasiya rutile and graphite project in Malawi. Development of Kasiya would be transformational for both SVM and the nation. Beyond the immediate financial benefits, Malawi would become aRead more