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Added to YB: 2025-04-16

Pitch date: 2025-04-13

SRT.AX [bullish]

Strata Investment Holdings Plc

Author Info

The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.

Company Info

Strata Investment Holdings Plc operates as a resource exploration and development company in the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific, Australasia, and the Americas.

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Pitch Price

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Sector

Metals and Mining

Category

value

Show full summary:
Royalty, Copper and Managed Mining Funds (ASX: SRT)

SRT.AX: Paused at A$0.16, natural resources investment co with £25.7m NAV (80% copper exposure). £17.5m royalty from Sandfire's A4/A1 projects with 2% NSR generating increasing cash flow. Portfolio includes Cobre (BHP JV), Iondrive (battery recycling), critical minerals. Acquiring SCP for $21.25M to add asset management fees. Undervalued at current price.

Read full article (8 min)