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AFRBF · African Rainbow Minerals

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK1 mention
2025-DEC-04 · Paulo Macro · Paulo Macro (Substack, paid) · Neutralmention · read ↗ · source page ↗

In short: Alignment reference: the ~US$2.3bn JSE-listed diversified miner (base metals + PGMs) that owns 19.9% of Surge — "a South African version of South32." It anchored SURG's C$10.5mn Sept-2025 raise at 17.5c, lifting its stake from 14% to 20%. No stance expressed — cited as a strategic, aligned backer.

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.