Portfolio

Core Investment Opportunities

Strata’s investment focus is on equity investments in companies involved in the exploration and mining sectors.

Strata historically aimed to make investments that have greater impact on the management of investee companies. This approach involves providing oversight and guidance at the Board level to enhance shareholder value.  We typically take a stake or equity holding greater than 10% and secure either a Board seat as part of the investment, or formal Board representation rights, as long as we maintain a certain percentage holding. Holding a greater than 10% stake for more than one year can also provide certain tax advantages for Strata upon an eventual profitable exit.

Active investments are those where Strata aimed to have a greater impact on the management of investee companies. This approach involves providing oversight and guidance at the Board level to enhance shareholder value.  We typically take a stake or equity holding greater than 10% and secure either a Board seat as part of the investment, or formal Board representation rights, as long as we maintain a certain percentage holding. Holding a greater than 10% stake for more than one year can also provide certain tax advantages for Strata upon an eventual profitable exit.

The Company has moved away from direct project investments with the disposal of Kalahari Metals Limited and is focused predominantly on equity investments. However, the Group continues to be actively involved in some of its legacy active investments into Cobre Limited, Iondrive Limited and Armada Metals Limited.

Cobre Limited

  • Public
  • Significant discovery potential
  • Country / district / first mover advantage
  • M&A opportunity

Iondrive

  • Public
  • Significant discovery potential
  • Country / district / first mover advantage
  • Application of improved exploration techniques

Armada Metals

  • Public
  • M&A opportunity

As part of Strata’s Core Investment strategy, we invest in publicly traded mining equities either through pre-IPO, at IPO, placements, or direct on-market purchases. In certain cases, Strata may also receive warrants as part of pre-IPO, IPO or placements. We have established a strong network of brokers in Canada, the UK and Australia that provide us with a substantial deal flow of investment opportunities in pre-IPO, IPO and placements.

Strata’s historical financials can be found at the following link: Financial Reports & Accounts

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