Tomorrow: Our First Portfolio Addition for 2026
Tomorrow we're going live with our next portfolio addition. Early stage, fully funded, and drilling just weeks away.
Tomorrow morning we’re adding a new name to the Equities Club portfolio.
It’s an Australian explorer that listed recently and is already trading below its IPO price. The commodities behind it have done nothing but go up since listing.
What caught our eye:
Historical high-grade results that have never been properly followed up
Tight capital structure with very few shares on issue
Fully funded with drilling weeks away
A valuation we think the market has got completely wrong
We’ve put our own money into this one. The full breakdown drops tomorrow before market open.