Spicy investments and disruptive technologies

Peri peri chicken was first created in Mozambique.


But that’s not the only takeaway (pun intended) from this issue of The Yield.


In fact, it’s not even a particularly relevant one, except it hails from the same place that Triton Minerals Limited is developing its flagship Ancuabe Graphite Project.


According to Managing Director Peter Canterbury, it’s a prospect that’s bound to be hotter than any top-of-the-chilli-scale offerings from your nearest and dearest African-inspired fast food chicken chain.


While you may not be able to eat the particular flavour of large flake graphite that Triton is planning to extract, there’s a lot you can do with it. We get the lowdown.


It’s not graphite (or hot peri peri flavours) that have tongues wagging about fellow ASX-lister Neometals Limited.


There is a tenuous link though. Graphite has some battery applications and it’s battery minerals that are one of the major areas of focus for the former JV partner in the very successful Mt Marion Lithium project.


Not in the traditional sense though. The company today is more tech than mining, developing a range of critical mineral production projects further down the sustainable stream.


That includes a lithium-ion battery recycling project with a German partner and recovery of high-grade vanadium from a Swedish steelmaker’s stockpiles.


It’s new “urban mining” at its best and we chatted to the company’s commercial and IR head Jeremy McManus about the reasons for Neometals’ European focus (and a few other things).


Speaking of other things (and we admit that was an even more tenuous link), some may think private equity firms are all about chucking money in with a view to swiftly pulling lots more of it out.


Cedarock Capital’s Joseph Nohra knows that when it comes to successful investment, there are no free lunches (though the way we keep plugging peri peri chicken we’re hoping to at least get a discount).


His company’s “involved investment” model sees the PE experts rolling up their sleeves to get very entrenched in a range of tech investments – and they typically hang in for the long haul.


It’s a somewhat novel approach and one that works. Joseph shares some insights.


And while we have no legislative or corporate compliance obligations to report gifts received, we will let you know if we score any free or discount spicy chicken.


Happy reading!