Centauri Minerals · Centauri Minerals (Aldebaran spin-out)

This is the new share every Aldebaran holder received without asking for it, so it needs a decision rather than a shrug. Centauri holds about 43,000 hectares across three Argentine provinces, with a gold-copper project called Rio Grande as the only advanced piece — and, importantly, Rio Grande has an independently estimated resource rather than just a soil anomaly and a story.

The starting position is better than most new explorer listings get: a defined resource, Argentina's RIGI incentive regime that has made large projects financeable there, and a team from the same house that turned Altar from an option agreement into a major copper deposit.

His actual call splits by why you own the parent: "a hold for anyone with patience and a small position size and a sell for anyone who came to Aldebaran purely for copper scale." Argentine exploration is a decade-long game with dilution built in — meaning the company will keep issuing shares to fund drilling, so a small holding held patiently is the only sensible way to own it.