Diamond exploration in Canada: Opportunity knocking or a fool’s errand? Zimtu expects diamond exploration, development to materially increase over the medium term. Derek Hamill - Zimtu Capital | August 12, 2014 | 8:24 pm
The North American rare earth landscape Investors and analysts should not conclude recent losses incurred by Molycorp, or Australia’s Lynas are synonymous with the entire REE industry. Derek Hamill - Zimtu Capital | May 13, 2014 | 8:14 pm
The value of project generators in a low probability industry Project generators operate in different markets and stages of project development. Risk profiles vary considerably; leading to diversification within the universe. Derek Hamill - Zimtu Capital | May 7, 2014 | 4:42 pm