Strategic equity positions

Portfolio holdings

Current disclosed holdings, concise company profiles and the latest material public update identified for each business.

Sector
Market status
Showing 32 of 32

26 Metals Inc. (formerly Bolt Metals)

Natural Resources · Public

A mineral explorer advancing the Floralia high-purity iron project in Brazil.

Latest note · 12 Aug 2026

Announced its rebrand to 26 Metals Inc. and CSE ticker IRON, effective 19 August 2026.

Company detail

Astrid Intelligence plc

Technology · Public

Decentralised artificial-intelligence infrastructure participating in the Bittensor ecosystem.

Latest note · 24 Apr 2026

Published commentary on Bittensor ecosystem developments and its operating strategy.

Company detail

B.Hodl Plc

Digital Assets · Public

A Bitcoin treasury and infrastructure company listed on the Aquis Growth Market.

Latest note · 02 Apr 2026

Completed its first ATM programme, made a further Bitcoin purchase and launched a new ATM.

Company detail

Central Gold Limited

Natural Resources · Private

A private copper and gold explorer with licences in the DRC Tanganyika region.

Latest note · 07 Apr 2026

Hot Rocks reported positive maiden drilling assays following its US$25,000 investment.

Company detail

Cobra Resources plc

Natural Resources · Public

Advancing the Boland ionic rare-earth and Wudinna gold projects in South Australia.

Latest note · 29 Jul 2026

Continued technical work after financing to advance Manna Hill copper and Boland rare earths.

Company detail

Colossal Energy Fields Corp

Natural Resources · Private

Holds deep-water energy exploration rights in Blocks 36, 39 and 40 in the Comoros Basin.

Latest note · 03 Jul 2026

Hot Rocks subscribed C$65,000 for 433,333 common shares in July 2026.

Company detail

Electrum Discovery Corp

Natural Resources · Public

A European copper and gold explorer with projects in Serbia.

Latest note · 12 Apr 2026

Completed its merger with MinRex Resources, consolidating the enlarged exploration portfolio.

Company detail

Elephant Oil Corp

Natural Resources · Private

A private oil and gas explorer focused on prospective acreage in West Africa.

Latest note · Latest available profile

No newer public announcement was identified; the corporate site remains the primary project source.

Company detail

Endor Group Limited (trading as Universe Money)

FinTech · Private

A private fintech business developing corporate fiat and stablecoin payment infrastructure.

Latest note · Latest available profile

No recent public regulatory update was identified for this private holding.

Company detail

Futuro Resources Limited

Natural Resources · Private

A private Brazilian gold developer advancing the Lavra Velha project.

Latest note · 07 Apr 2026

Reported work programmes cover drilling, resources, metallurgy, pre-feasibility and permitting.

Company detail

Hamak Strategy Limited

Natural Resources · Public

An Africa-focused gold explorer advancing the Akoko project in Liberia.

Latest note · 13 Aug 2026

Selected Snowden Optiro to lead a preliminary economic assessment for Akoko.

Company detail

Laiva Gold Inc

Natural Resources · Private

Owner of the Laiva gold mine in Finland, pursuing a restart and Canadian public listing.

Latest note · 18 Aug 2026

Outlined financing progress and the proposed SISU transaction as part of its restart pathway.

Company detail

Mafula Energy Limited

Natural Resources · Private

A private Zambian energy explorer with oil and gas licence interests.

Latest note · Latest available profile

No recent public company announcement was identified for this private holding.

Company detail

Mendell Helium plc

Natural Resources · Public

An Aquis-listed helium investment company with North American operating exposure.

Latest note · 05 Aug 2026

Published an operations update covering field activity and development priorities.

Company detail

Minergy Limited

Natural Resources · Private

A Botswana coal producer and owner of the Masama coal mine.

Latest note · 07 Apr 2026

Disclosed a potential strategic investment to support the restart and expansion of Masama.

Company detail

Mosi Copper Limited

Natural Resources · Private

A private copper exploration company with African mineral interests.

Latest note · Latest available profile

No recent public regulatory update was identified for this private holding.

Company detail

Orcadian Energy Plc

Natural Resources · Public

A North Sea energy company developing discovered resources and lower-emissions concepts.

Latest note · 16 Jul 2026

Set out a development concept for the Earlham and Orwell gas discoveries.

Company detail

Oregen Energy Corp

Natural Resources · Public

Focused on high-impact exploration in the Orange Basin offshore Namibia.

Latest note · 05 Aug 2026

Announced a leadership transition while progressing its interest in Block 2712A.

Company detail

Oscillate plc

Natural Resources · Public

Pursuing copper opportunities and the Kalahari Copper Belt strategy through Serval Resources.

Latest note · 20 Apr 2026

Shareholders approved the transaction supporting the copper-focused strategic transition.

Company detail

Parent Capital Corp

Other · Public

A Canadian capital-pool company evaluating qualifying transactions.

Latest note · 15 Apr 2026

Confirmed it would not proceed with the previously proposed Prism transaction.

Company detail

Pilar Gold Inc

Natural Resources · Private

A private gold developer focused on the Pilar de Goias mining complex in Brazil.

Latest note · 01 Jul 2026

Advanced financing intended to support the restart and expansion of the PGDM operation.

Company detail

Prospectiva Resources Limited

Natural Resources · Private

A Brazil-focused copper and gold explorer with an early-stage licence portfolio.

Latest note · 03 Jul 2026

Hot Rocks invested C$46,500 through subscription receipts ahead of an expected listing.

Company detail

Rift Resources Limited

Natural Resources · Private

A private natural-resources company held within the Hot Rocks portfolio.

Latest note · Latest available profile

No recent public regulatory update was identified for this private holding.

Company detail

Suncrest Gold

Natural Resources · Private

A Western Australian gold explorer advancing the Dexter project.

Latest note · 26 Aug 2026

Completed an oversubscribed A$1.024m convertible-note raise, applied for Kimberley King and is preparing for a planned ASX listing. Hot Rocks reported a 43% interest.

Company detail

Supernova Digital Assets plc

Digital Assets · Public

A London-listed digital-asset investor focused on the Solana ecosystem.

Latest note · 30 Jul 2026

Published interim results describing portfolio activity and its Solana-focused strategy.

Company detail

T5 Oil & Gas Ltd

Natural Resources · Private

A private oil and gas company evaluating upstream opportunities.

Latest note · Latest available profile

No recent public regulatory update was identified for this private holding.

Company detail

Tap Global Group plc

FinTech · Public

A listed fintech group providing regulated access to digital-asset services.

Latest note · 24 Aug 2026

Announced the adoption of a digital-asset income strategy.

Company detail

The Smarter Web Company Plc

Digital Assets · Public

A listed technology company operating a Bitcoin treasury strategy and web-services business.

Latest note · 03 Aug 2026

Published a Bitcoin purchase, corporate update and total voting rights statement.

Company detail

Trigon Metals Inc

Natural Resources · Public

An African copper and silver company with interests in Namibia and Morocco.

Latest note · Latest available profile

No newer 2026 public update was identified; the corporate site remains the primary project source.

Company detail

Tucano Gold Inc

Natural Resources · Private

Owner of the Tucano gold mine in Brazil, focused on restart and expansion.

Latest note · 20 Feb 2025

The latest identified release described a C$98m equity financing for restart and expansion.

Company detail

Unicorn Mineral Resources plc

Natural Resources · Public

An Irish base-metals explorer advancing zinc, lead, copper and silver targets.

Latest note · 17 Aug 2026

Announced a £1.25m unsecured loan to support its corporate and project programme.

Company detail

WeShop Holdings Limited

Technology · Public

A social-commerce platform built around community ownership and participation.

Latest note · 24 Aug 2026

Published first-half 2026 results; Hot Rocks also has shares subject to agreed acquisition and lock-in mechanics.

Company detail

IMPORTANT INFORMATION

The information provided is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities.

Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal.

This information is intended for sophisticated and institutional investors only.