Investment Approach
American First Investment LLC
American First Investment focuses on energy and natural resources across selected international markets. Our work connects investment research with the financial planning needed to develop industrial projects.
Project analysis starts with the commercial case and the operating assumptions behind it. We examine the capital needed for construction and ongoing operations, including working capital. Financing proposals consider how debt and equity can support those requirements.
In Angola, this work includes steel manufacturing and iron ore mining. We assess opportunities in the context of their stage of development and local operating conditions. A project’s financing needs change as its construction and operations progress.
Our Investment Approach
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Our commentary covers Africa natural resources, South America energy and New Zealand energy. Each article identifies the country and market it discusses.
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Our market commentary examines developments affecting energy and natural resources. It is provided for general information only.
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Energy and natural resources form part of our international investment focus.
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Transparency and responsible conduct are principles of our investment approach. Investments involve risk, including possible loss of capital.
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We assess investment opportunities over a long horizon, taking account of project risks and market conditions.
Market Commentary
Our commentary examines developments affecting energy and natural resources. Each article distinguishes reported facts from interpretation and identifies its sources.
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Weekly commentary covers Africa natural resources, South America energy and New Zealand energy. Topics depend on the verified information available for each market.
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Articles use dated official sources relevant to the country and market discussed. Figures identify their units and reporting periods.
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The commentary is general information, not investment advice or an invitation to invest. Statements about possible future developments reflect uncertainty.