Rock Phosphate Monthly Price
Oct 2017

Review of the the factors which effect the phosphate price.

Phosphate – Uses, supply & demand
Oct 2017

Review of the fundamentals for the phosphate industry and the factors affecting supply and demand.

Management Updated
May 2017

Interview with CEO, Lindsay Reed for an update on the company. 

Cabinda Merger – Management Update
DEC 2016

Management update on the key terms and reasons for the Cabinda merger.

Cabinda Merger – Valuation Update & Analysis
Dec 2016

Minbos Resource has announced a merger with their JV partner regarding their Cabinda Phosphate project in Angola.  This analysis reviews the:

  • Deal terms;
  • Updated valuation;
  • Benefits of the transaction; and
  • Upcoming catalysts.

Management Update
Nov 2016

Interview with Lindsay Reed, CEO of Minbos Resources for an update on the company’s activities.  Topics discussed include:

  • Update on the bulk sample testwork results;
  • What impact will these results have on capital and operating costs; and
  • What is the time frame for completing the trade-off study.

Investment Analysis – 12 Month Review
Jul 2016


  • This analysis take a look back at what Minbos achieved during 2015, the key targets for 2016 as well as our current and long term valuation for the company.


Interview with CEO, Lindsay Reed to provide an update on Minbos.  Topics discussed include:

  • The recent bulk samples;
  • Targets for the recently commenced Bankable Feasibility Study; and
  • Minbos strategy for the next 12 months.

Corporate Update
Apr 2016

Interview with CEO, Lindsay Reed to provide an update on Minbos.  Topics discussed include:

  • The recent $3.4m capital raising.
  • Targets for the recently commenced Bankable Feasibility Study.
  • The phosphate market; and
  • Minbos strategy for the remainder of 2016?

Operation – Cacata Project
Jul 2015

  • Site trip to the Cacata Project in Angola.
  • Recent management changes have focused on the high grade section of the project, which has a resource of 13Mt at 26% P2O5.
  • The project is supported by excellent road infrastructure, access to power as well as support from the local community and national government.
  • Given the grade of the deposit we believe only a simple scrub and screen will be required to process the concentrate to a saleable product.
  • We review two port options to export the phosphate concentrate.

The Sophisticated Investor ( is a new equity investment tool which seeks to assist investors in becoming more informed in their investment decision making. We show and tell investors about a company in a series of short, informative videos. We possess specialist equity analyst skills and are complemented by video professionals. We conduct site visits and interview management, in a way most investors simply aren’t able to access. Finally, we promote long term value creation for investors by employing detailed financial analysis and intrinsic value calculations.

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