Bergen Asset Management11 Sep 2025 13:12
Bergen Asset Management has a history of investing in:
β’ Natural resources, including precious metals like gold.
β’ Early-stage companies with scalable models and limited access to capital.
β’ Convertible instruments and equity stakes that allow upside without full acquisition risk.
Some of Bergenβs past resource-sector investments include:
β’ Titanium Sands β mineral sands in Sri Lanka.
β’ Northern Lights Resources β gold and silver in Nevada and Arizona.
β’ Vast Resources β polymetallic mining in Romania and Zimbabwe.
Nativo fits this mold perfectly: early-stage, undervalued, with a clear roadmap to production and a scalable tailings-cleaning strategy that aligns with ESG trends.
π§ Bergenβs Typical Investment Strategy
β’ Focus on high-growth potential: Bergen often targets emerging or undervalued companies with strong upside, especially in natural resources, biotech, and tech.
β’ Minority stakes with influence: A 10.68% holding gives Bergen meaningful voting power without full controlβideal for influencing direction while managing risk.
β’ Global diversification: Nativo Resources, being a non-UK issuer, fits Bergenβs pattern of international portfolio expansion.
π Possible Reasons for Interest in Nativo Resources
β’ Resource sector exposure: If Nativo is involved in mining, energy, or critical minerals, it aligns with Bergenβs past investments in similar sectors.
β’ Undervalued opportunity: Bergen may see Nativo as undervalued or poised for a turnaround.
β’ Strategic partnerships or future funding: Bergen often follows up equity stakes with convertible instruments or structured financing
I think we'll see some funding via Bergen for NTVO in the near future - further to resolution 2.