• Jervois Mining Limited (ASX:JRV) www.jervoismining.com.au
    • Highlights
      • large nickel and cobalt resource at PFS stage
      • portfolio of projects in Australia
      • A$20m+ in cash and receivables
    • Value Drivers/Anticipated Catalysts
      • drill program to upgrade Ni and Co resource completed in March 2018
      • evaluating heap leaching as a near-term development option
      • recapitalisation created substantial value - exploring acquisitions
  • Montan Mining (TSXV: MNY) www.montanmining.ca
    • Highlights
      • gold toll mill on care & maintenance
      • mill and gold resources located in Peru
      • near-term potential to restart toll mill
    • Value Drivers/Anticipated Catalysts
      • restart mill by CY2018-Q3 at 40tpd and increase to 120tpd by early 2019
      • LBI will transfer holding in Golden Reign Resource into Montan
      • LBI restructuring Montan to build gold mining and investment vehicle
  • Eurotin Inc (TSXV: TIN) www.eurotin.ca
    • Highlights
      • attractive tin project with DFS due shortly
      • the Oropesa Tin orebody is in Spain
      • advanced near-term development plans
    • Value Drivers/Anticipated Catalysts
      • decision to mine at a time where there is limited new supply of tin
      • strong market dynamics likely to accelerate mining & regional appraisal
      • LBI sees opportunity to drive M&A at the junior end of the tin sector
  • Kalina Power Limited (ASX: KPO) www.kalinapower.com
    • Highlights
      • patented power generation technology
      • focus on North America and China
      • building high-value project pipeline
    • Value Drivers/Anticipated Catalysts
      • participation in gas fired power generation capacity
      • finalisation of PPA and financing for geothermal projects in Oregon, USA
      • commercial deployment of additional Kalina Cycle® capacity in Asia
  • Verdant Minerals Limited (ASX: VRM) www.verdantminerals.com.au
    • Highlights
      • very large phosphate resource at BFS stage
      • portfolio of potash projects in Australia
      • securing phosphate off-take before FID
    • Value Drivers/Anticipated Catalysts
      • binding off-take agreements for phosphate production from Ammaroo
      • delivery of robust BFS supporting a development decision for Ammaroo
      • securing support for development and achieving financial close 
  • Consolidated Potash Corporation Limited (Unlisted: CPC) www.cpotash.com
    • Highlights
      • interest in high-grade potash project
      • sustainable potash production technology
      • scaling-up technology to support PFS
    • Value Drivers/Anticipated Catalyst
      • acquisition of interest in Karinga Lakes project and establishment of JV
      • participation in additional potash projects by leveraging aMES™ technology
      • progress towards IPO or participation in appropriate M&A activity
  • Activated Water Technologies Pty Limted (Unlisted: AWT) www.actwater.com.au
    • Highlights
      • lithium and potash processing technology
      • energy and mining applications globally
      • building business development pipeline
    • Value Drivers/Anticipated Catalyst
      • installation and operation of scaled-up aMES™ pilot plant facility
      • formalising partnerships with key industry OEM and EPC partners
      • spin-out other applications of aMES™ technology into dedicated entities