Mineral and Financial Investments Limited (MAFL), the specialist natural resources investment company with exposure across precious metals, base metals and a significant portfolio of private investments, has reported a strong 1Q26 financial performance and with further upside potential across commodity cycles.
In this interview, Chairman Jacques Vaillancourt joins FocusIR to discuss MAFL’s unaudited 1Q26 results, the key drivers behind its standout performance, and the substantial value still embedded within its unquoted holdings.
In this interview, investors will hear:
- How MAFL delivered a 29.6% year-on-year increase in NAV per share to 37.9p, despite over half the portfolio not being revalued during the period
- Why the company’s unquoted investments, representing around 55% of investable capital, are carried conservatively on the balance sheet with material valuation upside potential
- How sharply higher gold, silver and rhodium prices effected the portfolio performance and earnings momentum
- Management’s views on macro uncertainty, inflation and why commodities remain well supported at these levels
Reasons to add MAFL to your watchlist:
- Experienced management team with a deep understanding of the commodities markets, resources sector and investing through cycles to create shareholder value
- MAFL operates a dynamic investment strategy with a balanced portfolio of precious metals, base metals, lithium, and energy-related assets
- Debt free, and with several ‘monetisation’ events in its strategic map in the year ahead with significant “hidden value” from private investments, that remain undervalued on the balance sheet
- Proven long-term track record, with NAV per share compounding at c.28% per annum since 2018, materially outperforming sector benchmarks
Jacques Vaillancourt, Chairman at Mineral and Financial Investments Limited, was interviewed by John Hughman for FocusIR.
