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CleanTech Lithium PLC: Lithium Project Upside and Energy Transition Demand Back a Buy Case

CleanTech Lithium PLC has positioned itself at the intersection of two structurally important themes: the global energy transition and the need for sustainable lithiumSupply. With a portfolio of brine-based lithium projects in Chile’s prolific Atacama region, an emphasis on direct lithium extraction (DLE) technology …

Ankur Sharma | 25 May 2026

Gemfields Group Ltd: Coloured Gemstone Portfolio and Value Upside Back a Buy Case

Gemfields Group Ltd has established itself as the world’s leading miner of premium coloured gemstones, with a portfolio spanning ruby production in Mozambique and emerald production in Zambia. The group has progressively built a coloured gemstone proposition that combinesMiningexcellence, sophisticatedMarketingand direct engagement with the …

Ankur Sharma | 25 May 2026

Gem Diamonds Ltd: Diamond Market Recovery Potential Supports a Buy View

Gem Diamonds Ltd holds a uniquely positioned asset in the global diamond industry — the Letšeng mine in Lesotho, recognised as one of the highest dollar-per-carat producing diamond operations in the world. Despite a challenging period for the broader diamond market, characterised by weakDemand, …

Ankur Sharma | 25 May 2026

Ferro-Alloy Resources Ltd: Vanadium Exposure and Strategic Metals Demand Underpin a Buy Rating

Ferro-Alloy Resources Ltd offers investors a focused, leveraged exposure to the global vanadium market through its Balasausqandiq project in Kazakhstan — a polymetallic vanadium-rich deposit with significant production scale potential. As vanadium’s strategic importance grows across multiple end markets, including specialty steel, aerospace alloys …

Ankur Sharma | 25 May 2026

Endeavour Mining PLC: Gold Production Scale and Cash Flow Strength Support a Buy Case

EndeavourMiningPLC is one of the largest gold producers focused on West Africa and ranks among the most strategically interesting mid-to-senior gold miners listed in London. With multi-mine operations across Côte d’Ivoire, Senegal and Burkina Faso, an organic growth pipeline that adds scale and quality, …

Ankur Sharma | 25 May 2026

Empire Metals Ltd: Exploration Upside and Precious Metals Potential Back a Buy Rating

Empire Metals Ltd has rapidly become one of the more compelling exploration stories on the London junior resources market, anchored by its flagship Pitfield project in Western Australia and supplemented by a portfolio of complementary precious metals and base metals interests. The discovery and …

Ankur Sharma | 25 May 2026

Elementis PLC: Specialty Chemicals Recovery and Portfolio Improvement Support a Buy View

Elementis PLC is in the midst of a credible transformation, repositioning itself as a focused, higher-Marginspecialty chemicalsBusinesswithLeadershipin personal care, talc-based specialties, coatings additives and selected industrial applications. Following an extended period of strategic review, portfolio simplification and operational improvement, Elementis is emerging with a …

Ankur Sharma | 25 May 2026

Ecora Royalties PLC: Royalty Portfolio Strength and Commodity Exposure Underpin a Buy Rating

Ecora Royalties PLC offers investors one of the more elegant ways to gain diversified, leveraged exposure toCommoditymarkets — through a portfolio ofMiningroyalties and streams across base metals, battery metals and selected bulk and precious metals. As a focusedRoyaltyplatform, Ecora benefits from the upside of …

Ankur Sharma | 25 May 2026

Griffin Mining Ltd: Zinc-Gold Exposure and Operational Strength Underpin a Buy Rating

GriffinMiningLtd has established a strong operationalFranchiseat its Caijiaying zinc-gold mine in China, delivering consistent production, competitive cost positioning and meaningful free cash generation acrossCommoditycycles. With expansion projects progressing, polymetallic ore recovery improving, and the broader zinc-goldDemandenvironment supportive, the company is well-positioned for continued operational …

Ankur Sharma | 25 May 2026

Glencore PLC: Diversified Commodity Exposure and Cash Generation Support a Buy Rating

Glencore PLC stands as one of the most strategically interestingCommoditybusinesses globally, combining a diversifiedMiningportfolio across copper, zinc, nickel and cobalt with one of the world’s largest commodityMarketingplatforms and selective exposure to coal and oil. As the world navigates the energy transition while continuing to …

Ankur Sharma | 25 May 2026

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