JMM dines on diverse opportunity at Sydneyside luncheon

Emerging companies connected with investors at the JMM Sydney Lunch
Rapid fire presentations and questions offered quick chance to connect
Invest Minas guest speaker adds to the intrigue

Special Report: Investors connected with an exciting lineup of emerging ASX-listed resources, healthcare, and technology companies at the Sydney Opera House as part of JMM Group Sydney Lunch last Wednesday.

The rapid-fire ‘stand up and pitch your story’ style presentations gave an audience of investors the opportunity to dig into some of the Australian bourse’s most innovative emerging companies.

Companies presenting ran the gamut of the ASX mining, energy and tech landscape, from critical minerals like copper and lithium, to gold and coal, uranium, cancer diagnostics and more.

On the bill

Titan Minerals (ASX:TTM), an emerging gold developer and copper explorer focussed on discovering and developing tier-1 deposits in Ecuador was among the presenters. The company is chasing large-scale copper and gold through its projects in Ecuador’s southern Andean copper belt.

With news flow on the horizon, Titan is aiming to emerge as a significant developer and producer of gold and copper in Ecuador.

Pan Asia Metals (ASX:PAM) is a copper-lithium explorer focused on assets situated in low-cost, infrastructure-rich environments with a low political risk profile and free trade agreements including Chile and Southeast Asia.

Pan’s highly prospective Rosario copper and Tama Atacama lithium projects have been established to give investors opportunities for near term cash flow in strategic world class locations.

TerraCom (ASX:TER) is an Australian based miner with coal mines in Australia and South Africa.

With a global footprint, TerraCom is a low-cost producer of high-quality coal supported by a stable business model.

The Company’s owner-operated Blair Athol Project in central Queensland forms the bedrock, producing ~1.8Mt of export quality coal annually.

While the energy transition has caused uncertainty for coal investors in recent years, the reality is the world’s reliance on coal for energy is going to persist for some time.

According to Commodity Insights demand for high CV thermal coal will lift 20% by 2040, creating a 139Mt shortage.

Blinklab (ASX:BB1) is a trailblazer in digital healthcare, leveraging AI and machine learning in mobile applications to revolutionise neurodevelopmental condition diagnosis like ASD and ADHD.

After successfully listing earlier this year, BlinkLab has rapidly expanded its strategic JVs and partnerships globally, providing a platform to commence FDA approvals before the end of 2024.

Ora Gold (ASX:OAU) holds a substantial package of tenements in the prolific Murchison goldfield near Meekatharra, Western Australia, with a focus on the Garden Gully Gold Project, comprising approximately 677km2 in the Abbotts Greenstone Belt and other key regional structures, with the most advanced being the Crown Prince prospect.

After recently entering a binding agreement with Westgold Resources (ASX:WGX), forming a strategic alliance to advance Crown Prince to production, Ora is anticipated to retain a significant amount of the overall value creation as it advances the project towards production in mid-2025.

C29 Metals (ASX:C29) has its flagship Ulytau uranium project in mining-friendly Kazakhstan, the world’s largest producer of uranium. The project’s prospective ground position now exceeds 200 km², the majority of which is contiguous, with drilling to commence shortly.

C29 has hit the ground running in Kazakhstan, supported by a friendly exploration and development environment for uranium projects. Following a recent $2m capital raising, C29 is well capitalised with a drilling program underway.

Cleo Diagnostics (ASX:COV) is bringing to market a simple blood test for the accurate and early diagnosis of ovarian cancer, which is one of the most deadly cancers affecting women. The technology is supported by gold-standard clinical evidence, underpinned by a novel patented CXCL10 biomarker.

Given there are no adequate diagnostics for ovarian cancer, there presents a significant opportunity for Cleo to capitalise on a large global total addressable cancer diagnostics market. Cleo is currently running trials in the United States and Australia, with pre-market FDA notification in the US anticipated next year.

Jade Gas Holdings (ASX:JGH) is a gas exploration company focused on achieving a cleaner and independent energy supply for Mongolia by developing multiple gas assets located in the South Gobi region.

The Company has a substantial maiden contingent gas resource of 246Bcf, and is currently focused on transitioning to initial gas operations. As the drilling program progresses, wells are completed and production certified, Jade Gas anticipates accelerating interest and significant value creation from its Mongolian assets.

Samba flare

During the JMM Group SOH Lunch event, the audience heard from a special guest speaker from Invest Minas, adding intrigue to the event.

Invest Minas is an international investment and trade promotion agency, set up by government of Minas Gerais to attract and develop investments in the Brazilian state.

This week, Invest Minas has been on a trade mission to Australia and attended the Sydney Opera House to highlight the significant investment opportunities for overseas investors in the state of Minas Gerais.

With trade partnerships between Australia and Brazil expanding, a significant workforce of over 20 million, and significant reserves of future facing critical minerals, Minas Gerais is clearly open for business.

This article was developed in collaboration with Jane Morgan Management, a Stockhead advertiser at the time of publishing, and while C29 Metals is a Stockhead advertiser, they did not sponsor this article.

This article does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions.