Ajax Resources
Organization
A resource-exploration company building a South American copper-focused portfolio, with additional gold exploration interests.
What experts have said about Ajax Resources
13 statements · 13 positive
Ajax Resources is undervalued relative to its cash and drilling portfolio.
“Should be much higher.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 17:51
Ajax’s strategy is to acquire advanced projects and define their resources.
“our goal at Ajax is to engage in resource definition”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 1:24:16
Ajax may run three concurrent drilling programs.
“we potentially will have 3 concurrent drill programs”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 1:25:34
Ajax Resources considers its current valuation anomalously low.
“our valuation is bizarre”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 1:27:32
Ajax plans 8,000 metres of drilling across Macacha and Pereira Velo by year-end.
“we would have started, uh, and hopefully concluded, uh, the 2 drill programs at both Macacha and Pereira Velo, which is a total of 8,000 meters of drilling”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 1:29:49
Ajax’s first Pereira Velo resource milestone is 350,000 ounces.
“our goal there in our, in our transaction structure with Appian, the first, the first milestone is the 350,000 ounces”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 1:30:25
Ajax expects a significant market-cap re-rating if drilling validates its projects.
“our market cap, which is currently just below $5 million, uh, will we hope and believe, re-rate very significantly”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 1:31:35
Ajax’s share price recovery may be faster than its decline.
“I think hopefully the, the bounce back will be, uh, much quicker than the, the way, the way down”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 1:40:12
Ajax’s share price is near its floor because of the company’s cash position.
“I think this is where the bottom is. I think we're given the cash position, it can't go much lower”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 1:40:53
Ajax Resources retains further upside potential.
“I do like Ajax. I think it still has legs.”
Open the episode · S11 Ep86: The Sunday Roast: 12 Stocks on Our Radar for 2026 - Half Year Review #AMRQ #BZT #EPP #SVML #XTR #SVNS #JLP #ARS #AJAX #INC #EGT #KEN #GWMO #ASTR #ATN #FMETListen at 26:00
Ajax shares are undervalued because a large seller is exiting.
“grab yourself some Ajax shares because they're, they're only as low as they are because somebody's basically wanting out.”
Open the episode · S11 Ep84: Sunday Roast featuring Talon Resources and Delta Gold Technologies #TAR #DGQ #REV #AJAX #ZENListen at 1:06:39
Kevin Hornsby expects his Ajax share purchase to prove wise.
“I think it will be.”
Open the episode · S11 Ep84: Sunday Roast featuring Talon Resources and Delta Gold Technologies #TAR #DGQ #REV #AJAX #ZENListen at 1:07:18
Ajax Resources is expected to perform well from its current low valuation.
“it's gonna do good.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 50:06
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
9 episodes featuring Ajax Resources
The Sunday Roast
Sovereign AI and Namibia uranium lead a small-cap market review
The episode connects ambitious AI infrastructure plans and uranium exploration catalysts with governance, rates and valuation risks facing small-cap investors.
Sep 20, 2026 · 1h 35m
The Sunday Roast
Rift Helium tests Tanzania’s helium promise amid fragile markets
The episode links macroeconomic pressure and speculative small-cap investing with the technical and financing risks behind a new helium project.
Sep 6, 2026 · 1h 22m
The Sunday Roast
Small-cap miners chase production and cash flow
The episode tests whether a group of junior mining companies can turn development progress, exploration upside and strategic interest into near-term value.
Aug 30, 2026 · 1h 2m
The Sunday Roast
Mining deals and biotech catalysts shape a midsummer market review
The episode tests how financing, clinical evidence, national resilience and exploration milestones could reshape several small-cap stories through 2026.
Aug 2, 2026 · 1h 45m
The Sunday Roast
A 75% portfolio gain meets tougher tests for 2026 stock picks
The review shows how headline gains can conceal sharp differences between winners, underperformers and companies still dependent on funding or execution.
Jul 12, 2026 · 58 min
The Sunday Roast
Guardian Metal weighs tungsten’s strategic upside
The episode connects Pilot Mountain and Tempiute to US tungsten supply, project financing and a broader revival of uranium investment in Italy.
Jul 5, 2026 · 1h 36m
The Sunday Roast
Gold exploration meets quantum computing in a thin market
The episode connects early-stage resource investing with quantum technology’s race for stability, scale, security, and strategic backing.
Jun 28, 2026 · 1h 9m
The Sunday Roast
Zenith weighs uranium expansion as Astrid tests decentralized AI trading
The episode connects resource-company financing and arbitration risk with a live experiment in whether decentralized AI can produce durable trading businesses.
Jun 21, 2026 · 1h 32m
The Sunday Roast
Uranium, antimony and the search for ten-bagger stocks
The episode connects exploration updates, near-term antimony production plans and a host’s high-risk resource-stock thesis.
Jun 7, 2026 · 56 min