Mineral & Financial Investments Limited (AIM:MAFL) is a specialist natural resources investment company with exposure across precious and base metals, alongside a portfolio of private investments.
In this latest interview, Chairman Jacques Vaillancourt discusses the company’s interim results, highlighting strong NAV growth, a more active capital allocation strategy, and the significant latent value within its portfolio highlighted after its latest set of strong half-year results.
In this interview, investors will hear:
- How MAFL delivered strong NAV and EPS growth, supported by a 58.6% increase in the Tactical Portfolio and disciplined profit-taking in precious metals
- Why liquidity is stronger than headline cash suggests, with Deferred Gold Delivery Contracts lifting effective liquidity to c.24% of investable capital
- How capital is being actively reallocated toward physical metals and copper opportunities, reflecting shifting commodity cycle dynamics
- The strategic importance of Golden Sun, now cash generative and positioned for production growth and potential value realisation
Reasons to add MAFL to your watchlist:
- Experienced management team in cycle-based investing
- Diversified investment strategy
- Debt-free, with significant upside potential from monetisation events of unlisted investments
- Outperforming sector benchmarks with 10-yr CAGR:
-NAV +33.6%
- NAV ps +19.8%
Jacques Vaillancourt, Chairman at Mineral and Financial Investments Limited, was interviewed by John Hughman for FocusIR.
