We acknowledge that the political developments following Tanzania’s elections on 29 October 2025 have created uncertainty around the country’s investment environment. As a result, and unsurprisingly, Aminex’s share price has been negatively affected. However, our investment thesis on the company remains unchanged, and to date we have seen no indication that on-the-ground operations have been materially disrupted. While investors must form their own views on political risk, we believe the current ....
