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Right commodity, right spot on the cost curve, right timing, and right price!

October 19, 2021

At Tectonic we are always on the lookout for “hidden gems” – small-cap companies flying under the radar of other institutional investors. Especially those stocks trading at a fraction of their intrinsic value, and with catalysts that will put them on a path to becoming billion-dollar-plus companies over the medium-term.

We believe Highfield Resources (ASX: HFR) – a Spanish potash mining company listed on the ASX – is one of those hidden gems and our fund has been building a meaningful position in the company (at rock-bottom prices).

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