Matt Geiger’s Featured Investment – Ardea Resources

Matt Geiger’s Featured Investment – Ardea Resources2017-08-30T15:16:43-07:00

Ardea Resources is the most recently added position to the MJG portfolio and our only cobalt investment. With a fully diluted Enterprise Value of ~A$65m, Ardea provides more leverage to the price of cobalt than any other public vehicle globally.

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