J Capital
J Capital

J Capital

Coverage: Global
J Capital publishes activist research. Their work is based on primary research, fundamental analysis, and forensic accounting. Through this process J Capital seeks to identify companies trading at a significant variance to their intrinsic value.
Location: New York

Analysts

Latest from J Capital

China Primary Insight "Why China Won't Buy More Russian Oil"

"China Primary Insight" : China's trade with Russia Our interviews with buyers of crude oil and semi-precious metals indicate that without settlement in dollars, few companies are able to transact – at any price. Deflation, actually...
J Capital Anne
Anne Stevenson-Yang @ J Capital 5 April 2022

LONG Firefinch (FFX ASX)

The political risk in Mali may have scared investors away from investigating the value of Firefinch (FFX ASX). We believe Firefinch’s lithium asset, Goulamina, alongside its operational gold mine, Morila, is significantly undervalued. We view both t....
J Capital Anne
Anne Stevenson-Yang @ J Capital 23 March 2022

LONG Firefinch (FFX ASX)

We believe Firefinch’s lithium asset, Goulamina, alongside its operational gold mine, Morila, is significantly undervalued. We view both the gold and the lithium project as de-risked; they are, respectively, operational and fully funded. We believe.....
J Capital Anne
Anne Stevenson-Yang @ J Capital 23 March 2022

China, Russia, and Ukraine

-The doors close tighter: China is standing with Putin and thus completing the process that began in 2009 of retracting from the liberal international system. Russia has become a full-on dictatorship. China is moving there fast. China will take a...
J Capital Anne
Anne Stevenson-Yang @ J Capital 16 March 2022

Vulcan Energy Resources: Our Response

Vulcan’s response to our report, though full of innuendo, fails to call out any significant “falsehoods and inaccuracies” that it claims are in our work. Instead, Vulcan tries to justify the conflicts of interest behind unrealistic forecasts by clai....
J Capital Tim
Tim Murray @ J Capital 28 October 2021

Vulcan Resources

Vulcan Resources (VUL ASX) is a wannabe lithium miner that reversed into an Australian penny-stock copper miner. By promoting the company's future project, in Germany, as “zero-carbon,” Vulcan management has driven up the share price by 80x and clea....
J Capital Tim
Tim Murray @ J Capital 26 October 2021