Investors

STOCK INFORMATION

Olive Resource Capital TSXV - OC Capital Markets Jan 2022 Updated

Investment themes beyond the core

As we transition the Company’s Investments in both the Merchant Banking and Quantitative portfolios are focused on the following macro themes:

Precious Metals

E

The combination of the negative real rates (low nominal rates plus high inflation) coupled with significant U.S. debt and U.S. deficits should benefit the gold price and by association the silver price

E

The reduction in COVID restrictions should result in increased M&A focused on pipeline growth for cashed up major and mid-cap companies

Green Metals

E

Both government recovery spending and global sentiment is pushing towards electrification

E

Benefits multiple metals but several have limited quality investment opportunities plus underlying cyclical supply/demand fundamentals need to be favourable

Olive Resource Capital Focus

Copper, PGMs, Lithium, Nickel

Uranium

E

Fits the decarbonization/green theme but different fundamentals

E

Inventory decline, restarts, lack of new production has started pushing the price higher – we expect more to come

Olive Resource Capital Focus

Producers, Developers that work at reasonable prices