OPTIMO RESEARCH // EQUITY RESEARCH
In depth research on listed companies across global exchanges, including the LSE, AIM, Nasdaq, NYSE, TSX, TSXV and ASX. Focused on critical minerals, fintech and selected technology names. Written by industry specialist analysts with decades of City experience and CFA and PhD backgrounds. Issuer-funded research, FCA regulated.
Five small cap companies under active research coverage
Industry Recognition
2026 ADVFN International Financial Awards
Live coverage across global exchanges
CORE RESEARCH TEAM
Head of Research
Nearly two decades analysing small cap companies, starting in the City with Master Investor from 2007. Passed all three levels of the Chartered Financial Analyst (CFA) exams, the industry gold standard. Co founded Align Research, covering sectors from alternative energy to Bitcoin mining. Judge at the Small Cap Awards from 2013 to 2023. Qualified to advise retail clients under the Retail Distribution Review.
Head of Resources Research
Career began in the 1980s as a resources analyst with Buckmaster and Moore, followed by Greenwell Montagu Securities, part of HSBC. Former Head of Research at Everett Financial. Consulting analyst specialising in resource stocks since 2006. Non Executive Director of a Costa Rican gold miner. BSc and PhD in Mining Engineering, University of Nottingham.
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Initiation notes
When we take on new coverage, subscribers receive the full initiation note. Business model, management quality, project pipeline, financial position, valuation framework, and price target with rationale.
Update notes
Results analysis, project milestones, and material developments across every company we cover. Clear view on whether our research thesis is tracking or broken.
Sector insight
Thematic pieces on gold, copper, lithium, uranium, fintech and emerging technology. Covering supply chain dynamics, project economics, and the listed names positioned in each theme.
Market view
Pieces on the structural reasons mainstream brokers have withdrawn from small cap coverage globally, and where the opportunities sit as a result.
CURRENT COVERAGE
CDA.V
Gold and critical minerals, transitioning to gold producer in Ontario
GSM
Gold exploration
MPAI
Healthcare technology
PMC
Gold exploration, North America
EUA
PGM, palladium and gold
ANR
Rare earths and critical minerals, Mozambique
QTM
Fintech and cybersecurity
ADME
African oil and gas
FMET
Uranium and critical minerals, Canada
AST
European gas production
KZG
Diversified natural resources, Africa
BMV
Gold development, South Korea and Philippines
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Free. Unsubscribe any time. Optimo Research Ltd is authorised and regulated by the Financial Conduct Authority, FRN 768993. Research is issuer-funded and disclosed as such. Not investment advice. Capital at risk.