Align Research

Align Research is a commissioned research company founded in November 2015 in order to provide the under-served smaller company space with high quality analysis. We have an initial focus on the natural resources sector, in which we see significant opportunities given the current once in a generation bear market, however all undervalued small caps (sub £100m) are considered by our team. Align was founded by industry professionals with decades of experience in the stock markets, headed up by highly qualified individuals from both fund management and analytical backgrounds.

Coverage

  • Research Category: Commodity, Equity
  • Asset Class: Equity
  • Geographic Coverage: Australia, Canada, Gibraltar, Isle of Man, Jersey, United Kingdom
  • Size Coverage: Micro Cap, Nano Cap
  • Sector Coverage: Alternative Energy, Construction & Materials, Electricity, Equity Investment Instruments, Food & Drug Retailers, Health Care Equipment & Services, Media, Mining, Nonequity Investment Instruments, Oil & Gas Producers, Software & Computer Services, Support Services, Travel & Leisure
  • Underlying Coverage: 24

Analysts

  • Richard Gill, CFA

    Head of Research Years of Experience: 11
  • Richard Jennings

    Analyst Years of Experience: 20
  • Dr. Michael Green

    Analyst Years of Experience: 25
Dr. Michael Green

Anglo African Oil & Gas - Initiation of Coverage

Highly profitable small cap O&G play with present stock price underpinned by current activities and exploration potential offering further upside Anglo African Oil & Gas (AAOG) joined AIM in March 2017 and subsequently acquired a 56% stake in the Tilapia Field in the Republic of the Congo for US$5 million. This was a cracking deal as Tilapia is a proven producing asset with substantial upside potential in the Lower Congo Basin, an established and prolific location for hydrocarbons. Multiple discoveries have been confirmed from the TLP-103C well in the R2 and Mengo reservoirs and now the wel...

Dr. Michael Green

Emmerson - Update

Development of a low capex, high margin potash project in an outstanding location to provide fertiliser to help feed the world Emmerson first listed on the LSE in February 2017 as an investment company. In June 2018, the company was re-admitted following the RTO of Moroccan Salts Ltd which is developing the Khemisset Potash Project near Rabat in northern Morocco, a country where fertiliser giant OCP requires significant potash feedstock. Khemisset has a large JORC resource of Muriate of Potash (MOP), which is the most widely used and cheapest source of potassium. Big agriculture invest...

Richard Gill, CFA

PowerHouse Energy - Re-initiation of Coverage

PowerHouse Energy (PHE) is an AIM listed company which is pioneering waste-to-hydrogen technology via its proprietary Distributed Modular Gasification (DMG®) process. Revolutionary waste-to-hydrogen technology PowerHouse’s proprietary Distributed Modular Gasification (DMG®) process can convert high calorific value waste material such as tyres and plastic into a clean Ecosynthesis© gas. This “syngas” contains a high percentage of hydrogen that can be cleaned up to 99.999% purity using off-the-shelf technology to produce a road quality hydrogen fuel. DMG allows for distributed electrical g...

Dr. Michael Green

Wishbone Gold - Update

Wishbone Gold listed on AIM in 2012 as a gold exploration play. 2016 saw the business refocused on gold trading following the acquisition of Black Sand FZE, based in Dubai. This is a location which has quickly emerged as a leading global hub for the precious metals trade. The strategy is to reverse integrate down into the supply chain to gain a guaranteed supply of gold under long term contracts at highly attractive margins. Issues behind the share price collapse seem to have been solved The past 12 months has seen the share price wilt due to the combined effect of delays at the maiden r...

Richard Gill, CFA

Gaming Realms - Re-Initiation of Coverage. Conviction Buy

Gaming Realms is a developer, publisher and licensor of real money and social games with operations in the UK, U.S. and Canada. The business was set up by the team behind Cashcade Ltd, creator of bingo brand Foxy Bingo, which was sold to PartyGaming for just under £96 million in 2009. Strategy focused on exploiting valuable range of IP Gaming Realms has developed and acquired a host of popular games, including the flagship “Slingo” brand. The focus is upon exploiting this IP across its real money gaming, social gaming and licensing divisions, with the strategy being to allocate capital t...

Gulfsands Petroleum

​Gulfsands Petroleum is an AIM listed oil & gas exploration and development company whose primary asset is a 50% working interest in a Production Sharing Contract (PSC) on Block 26 in Syria. Other assets are located in Morocco, Tunisia and Colombia. The ongoing conflict in Syria, coupled with the collapse in the oil price, has driven the shares to an all-time low.

Dr. Michael Green

Anglo African Oil & Gas - Initiation of Coverage

Highly profitable small cap O&G play with present stock price underpinned by current activities and exploration potential offering further upside Anglo African Oil & Gas (AAOG) joined AIM in March 2017 and subsequently acquired a 56% stake in the Tilapia Field in the Republic of the Congo for US$5 million. This was a cracking deal as Tilapia is a proven producing asset with substantial upside potential in the Lower Congo Basin, an established and prolific location for hydrocarbons. Multiple discoveries have been confirmed from the TLP-103C well in the R2 and Mengo reservoirs and now the wel...

Dr. Michael Green

Emmerson - Update

Development of a low capex, high margin potash project in an outstanding location to provide fertiliser to help feed the world Emmerson first listed on the LSE in February 2017 as an investment company. In June 2018, the company was re-admitted following the RTO of Moroccan Salts Ltd which is developing the Khemisset Potash Project near Rabat in northern Morocco, a country where fertiliser giant OCP requires significant potash feedstock. Khemisset has a large JORC resource of Muriate of Potash (MOP), which is the most widely used and cheapest source of potassium. Big agriculture invest...

Richard Gill, CFA

PowerHouse Energy - Re-initiation of Coverage

PowerHouse Energy (PHE) is an AIM listed company which is pioneering waste-to-hydrogen technology via its proprietary Distributed Modular Gasification (DMG®) process. Revolutionary waste-to-hydrogen technology PowerHouse’s proprietary Distributed Modular Gasification (DMG®) process can convert high calorific value waste material such as tyres and plastic into a clean Ecosynthesis© gas. This “syngas” contains a high percentage of hydrogen that can be cleaned up to 99.999% purity using off-the-shelf technology to produce a road quality hydrogen fuel. DMG allows for distributed electrical g...

Dr. Michael Green

Wishbone Gold - Update

Wishbone Gold listed on AIM in 2012 as a gold exploration play. 2016 saw the business refocused on gold trading following the acquisition of Black Sand FZE, based in Dubai. This is a location which has quickly emerged as a leading global hub for the precious metals trade. The strategy is to reverse integrate down into the supply chain to gain a guaranteed supply of gold under long term contracts at highly attractive margins. Issues behind the share price collapse seem to have been solved The past 12 months has seen the share price wilt due to the combined effect of delays at the maiden r...

Richard Gill, CFA

Gaming Realms - Re-Initiation of Coverage. Conviction Buy

Gaming Realms is a developer, publisher and licensor of real money and social games with operations in the UK, U.S. and Canada. The business was set up by the team behind Cashcade Ltd, creator of bingo brand Foxy Bingo, which was sold to PartyGaming for just under £96 million in 2009. Strategy focused on exploiting valuable range of IP Gaming Realms has developed and acquired a host of popular games, including the flagship “Slingo” brand. The focus is upon exploiting this IP across its real money gaming, social gaming and licensing divisions, with the strategy being to allocate capital t...

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