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Next Investors Feb 13, 2024
Minbos (ASX: MNB) had secured a deal for some of the lowest cost, clean electricity in the world.
Next Investors Oct 17, 2023
Our 2022 Wise-Owl Pick of the Year, Minbos Resources (ASX:MNB), is looking likely to be the first company in our Portfolio to see a mining project move into production.
Next Investors Jul 19, 2023
Our 2022 Wise-Owl Pick of the Year, Minbos Resources (MNB) signs an MoU for the off-take of 66% of its stage-1 phosphate production.
Wise-Owl Jan 19, 2023
Dozens of shipping containers are en route to the Port of Cabinda in Angola heading for Minbos Resources’ (ASX: MNB) phosphate fertiliser project.
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Wise-Owl Dec 19, 2022
Today we are announcing a new Wise-Owl “Pick of the Year” for 2022. Last week this company released the news we were waiting for, which has de-risked this company’s project enough to elevate it to one of our Picks of the Year.
Next Investors Oct 17, 2022
We like MNB because its phosphate fertiliser project in Angola looked like it could be constructed quickly and brought into production at a modest cost. Now, against a backdrop of record fertiliser prices, MNB today released its long awaited Definitive Feasibility Study (DFS). The DFS showed us some firm numbers to build the mine, along with calculations around the project’s value, with first production now scheduled for late 2023.
Next Investors Jul 29, 2022
MNB has rapidly evolved over the last six months now riding not one, but THREE of our favourite long-term macro investment themes:
Next Investors Apr 12, 2022
Our African food security investment, Minbos Resources (ASX:MNB), is set to benefit from record fertiliser prices at a time when the world is desperate for new supply.
Next Investors Oct 20, 2021
Three stocks in our portfolio are catching our eye this week for various reasons. With the China's curb on fertiliser exports, demand for nuclear power surging and the zinc price at all time highs - these stocks stand to gain the most.
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