May 9, 2016

Research #5Commodity Portfolio

One Ticket For A Handful of Advantages in the New Commodity Bull Market

After 1,200 trading days, or 5 years, commodities are booming again and are in a new bull market now for 5 months. Since mid-January, silver gained up to 32%, gold 22%, platinum 35%, palladium 33%, zinc 35%, copper 18%, lead 17%, nickel 16% and aluminum 15%. WTIC oil rallied up to 81% since mid-February, while natural gas appreciated by up to 43% since March. Although lithium is on the rise since a few years already, we are experiencing parabolic prices since the end of last year. A popular method to profit from appreciating commodity prices is by investing in mining stocks. A rule of thumb says that when the gold price increases by 1%, the best gold stocks increase by more than 3%. In reality, the HUI gold mining index gained up to 138% since mid-January, hence 6 times as much as the gold price (the early phases of a bull market typically create strongest gains). The time seems ripe, especially for one company as it offers unmatched exposure to both exploration/discovery upside as well as increasing commodity prices.

Company Details

Zimtu Capital Corp. Suite 1450 - 789 West Pender StreetVancouver, BC, V6C1H2 Canada Phone: +1 604 681 1568 Email: info@zimtu.comWeb: www.zimtu.comShares Issued & Outstanding: 15,394,483

Canadian Symbol (TSX.V): ZCCurrent Price: $0.175 CAD (May 6, 2016)Market Capitalization: $3 million CAD

German Symbol / WKN: ZCT1 / A0RDR9 Current Price: €0.121 EUR (May 6, 2016)Market Capitalization: €2 million EUR

Chart Canada (TSX.V)

Chart Germany (Frankfurt)

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he HUI index only includes the big seniors, respectively already producing gold mines. However

In bull markets, stocks from exploration companies (juniors) typically appreciate much stronger than senior mining stocks because much more risks are involved. For such reasons, it is recommended to pick dozens of juniors in order to mini-mize risks via diversification.

In bull markets, so-called prospect/project generators gain popularity for a good reason, as they function and are appreciated like investment funds due to investing in dozens of exploration projects/companies globally, yet with a sound focus on “safe” mining jurisdic-tions.

One of the better known prospect gen-erators is Vancouver-based Zimtu Cap-ital Corp., which is listed on the Venture Exchange in Canada (TSX.V: ZC) and in Germany (ZCT1), in which I invested my own money and have been work-ing for a number of years now, getting paid monthly. Besides its people, Zimtu’s assets include an ever growing portfolio of equity stakes. Currently, this invest-ment issuer holds interests in +40 public-ly listed and +15 privately held compan-ies (mostly focused on mineral resource exploration; whereas some private com-panies may become public in future, as happened in the past, adding constantly new equity holdings into its portfolio).

Somewhat unique with Zimtu is that they also prospect, stake and acquire properties and projects regularly with their in-house geologists and/or stak-ing partners. On top of that, Zimtu also creates and builds new companies from scratch on, i.e. participating at the low-est possible price levels.

All of these core businesses ensure that Zimtu’s portfolio is growing strongly, es-pecially in bull markets, adding assets (equity) regularly. Alone in the last couple of months, Zimtu added 4 lith-ium companies into its portfolio, besides numerous other highly prospective jun-iors in which Zimtu feels is the right time to invest. And they did not stop that model during the last 5 years of a bear market but recognized the opportun-

ities and made some spectacu-lar deals and acquisitions, as Rockstone opines just in time and ready for the next bull market. In other words, watch out for Zimtu over the next weeks and months as they have some quite hot irons in the oven, as we Germans like to say. Strike while the iron’s hot. With less than 16 million shares issued and outstand-ing, Zimtu Capital is a relatively tightly held company, in which management and insiders con-trol significant stakes.

On June 14, Zimtu will host its own, inaugural show in down-town Vancouver, the Vancou-ver Commodity Forum, with key note speakers including Joe Martin, Chris Berry, John Kaiser and Stephan Bogner. The CEOs of Zimtu’s top hold-ings will be exhibiting and presenting during the show as well, providing the perfect location and maybe the best time of the year to network with highly interesting people and learn about the upcoming success stories that this junior prospect generator is believed to have up its sleeve.

Research #5 | Zimtu Capital Corp.

T

Zimtu Capital, in cooperation with Rockstone Research,

will launch an innovative smartphone app shortly, comparing all interlisted

stocks (i.e. all stocks listed in Canada and

Germany). Sign up for the free Rockstone email Newsletter to hear first

about the app,as well as news from

the commodity markets and its companies.

Vancouver Commodity ForumJune 14, 2016 at Hyatt Regency Hotel in Vancouver

Doors open at 12:30pm with a networking opportunity

Exhibitors:

92 Resources Corp. (TSX.V: NTY; Frankfurt: R9G2)ALX Uranium Corp. (TSX.V: AL; Frankfurt: 6LLN)Arctic Star Exploration Corp. (TSX.V: ADD; Frankfurt: 82A)Belmont Resources Inc. (TSX.V: BEA; Frankfurt: L3L1)Commerce Resources Corp. (TSX.V: CCE; Frankfurt: D7H)Canadian Zeolite Corp. (TSX.V: CNZ ; Frankfurt: ZEON)Copper North Mining Corp. (TSX.V: COL; Frankfurt: 79M)Dunnedin Ventures Inc. (TSX.V: DVI; Frankfurt: 5DD)Electra Stone Ltd. (TSX.V: ELT; Frankfurt: 44E1)Equitas Resources Corp. (TSX.V: EQT; Frankfurt: T6UN)Nickel One Resources Inc. (TSX.V: NNN; Frankfurt: 7N1)Scandium Int. Mining Corp. (TSX.V: SCY; Frankfurt: 0E6)True Leaf Medicine Int. Ltd. (CSE: MJ; Frankfurt: TLA)Umbral Energy Corp. (CSE: UMB; Frankfurt: 2UE)Vatic Ventures Corp. (TSX.V: VCV.H)Voltaic Minerals Corp. (TSX.V: VLT; Frankfurt: 2P61)

Program:

1:00pm: Welcome and comments from Dave Hodge, President of Zimtu Capital Corp. (Sponsor)

1:10pm: Dave Hodge & Chris Grove introduce all of the participating companies’ presidents

1:30pm: Joe Martin, Founder & Chairman of Cambridge House International, explains the difference between exploration and mining, and the importance of Vancouver

1:40pm: John Kaiser talks about “Criticality of Supply” and how it effects world price, demand, and your ability to use that to your advantage in the market place

2:10pm: Networking coffee and snacks

3:00 pm: Stephan Bogner of Rockstone Research talks about European markets and how they impact Canadian Markets

3:20pm: Chris Berry speaks on the Future of Lithium

3:45pm-5:00pm: Networking Session with refreshments

A Zimtu Capital Sponsored Event connecting You and Opportunity

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Disclaimer and Information on Forward Looking Statements:All statements in this report, other than state-ments of historical fact should be considered forward-looking statements. Much of this re-port is comprised of statements of projection. Statements in this report that are forward looking include that Zimtu Capital Corp. or any other company or market will perform as expected; that Zimtu Capital Corp. will acquire further projetcs or generate more equity stakes in other companies; that Zimtu Capital Corp. or its investment holdings can and will start exploring; that the company can raise sufficient funds for exploration and corpor-ate matters; that any of the mentioned plans, comparisons with other companies, regions or numbers are valid or economic. Such state-ments involve known and unknown risks, un-certainties and other factors that may cause actual results or events to differ materially from those anticipated in these forward-look-ing statements. Risks and uncertainties re-specting graphite and resource companies are generally disclosed in the annual financial or other filing documents of Zimtu Capital Corp. and similar companies as filed with the relevant securities commissions, and should be reviewed by any reader of this report. In addition, with respect to Zimtu Capital Corp., a number of risks relate to any statement of projection or forward statements, including among other risks: the receipt of all neces-sary approvals and permits; the ability to conclude a transaction to start or continue exploration or add equity stakes in compan-ies; uncertainty of future market regulations, capital expenditures and other costs; finan-cings and additional capital requirements for exploration, development, construction, and operating of a facility; the receipt in a timely fashion of further permitting for its legisla-tive, political, social or economic develop-ments in the jurisdictions in whichZimtu Cap-ital Corp. or its investment holdings carry on business; operating or technical difficulties in connection with production or development activities; the ability to keep key employees, joint-venture partner(s), and operations fi-nanced. There can be no assurance that such statements will prove to be accurate, as ac-tual results and future events could differ ma-terially from those anticipated in such state-ments. Accordingly, readers should not place undue reliance on forward-looking informa-tion. Rockstone and the author of this report do not undertake any obligation to update any statements made in this report.

Disclosure of Interest and Advisory Cautions: Nothing in this report should be construed as a solicitation to buy or sell any securities mentioned. Rockstone, its owners and the author of this report are not registered broker-dealers or financial advisors. Before investing in any securities, you should consult with your financial advisor and a registered broker-dealer. Never make an investment based solely on what you read in an online or printed report, including Rockstone’s report, especially if the investment involves a small, thinly-traded company that isn’t well known. The author of this report is paid by Zimtu Capital Corp., a TSX Venture Exchange listed investment company. Part of the author’s responsibilities at Zimtu is to research and report on companies in which Zimtu has an investment. So while the author of this report is not paid directly by Zimtu Capital Corp.’s investment holdings, the author’s employer Zimtu will benefit from appreciation of its own and its holdings’ stock prices. The author owns shares of Zimtu Capital Corp. and many of its investment holdings. Thus, multiple conflicts of interests exist. Therefore, the information provided herewithin should not be construed as a financial analysis or recommendation but as advertisement. The author’s views and opinions regarding Zimtu Capital Corp. and the companies featured in reports are his own views and are based on information that he has researched independently and has received, which the author assumes to be reliable. Rockstone and the author of this report do not guarantee the accuracy, completeness, or usefulness of any content of this report, nor its fitness for any particular purpose. NRG Metals Inc. has not reviewed the content of this report prior to publication. Lastly, the author does not guarantee that any of the companies mentioned in the reports will perform as expected, and any comparisons made to other companies may not be valid or come into effect.

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Analyst Profile and Contact

Stephan Bogner (Dipl. Kfm. FH)Mining Analyst Rockstone Research 8050 Zurich, Switzerland+41-44-5862323sb@rockstone-research.com

Stephan Bogner studied at the International School of Management (Dortmund, Germany), the European Business School (London)

and the University of Queensland (Brisbane, Australia). Under supervision of Prof. Dr. Hans J. Bocker, Stephan completed his diploma thesis (“Gold In A Macroeconomic Context With Special Consideration Of The Price Formation Process”) in 2002. A year later, he marketed and translated into German Ferdinand Lips‘ bestseller („Gold Wars“). After working in Dubai for 5 years, he now lives in Switzerland and is the CEO of Elementum International AG specialized in duty-free storage of gold and silver bullion in a high-security vaulting facility within the St. Gotthard Mountain Massif in central Switzerland.

Rockstone is a research house specialized in the analysis and valuation of capital markets and publicly listed companies. The focus is set on exploration, development, and production of resource deposits. Through the publication of general geological basic knowledge, the individual research reports receive a background in order for the reader to be inspired to conduct further due diligence. All research from our house is being made accessible to private and institutional investors free of charge, whereas it is always to be construed as non-binding educational research and is addressed solely to a readership that is knowledgeable about the risks, experienced with stock markets, and acting on one’s own responsibility.

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Research #5 | Zimtu Capital Corp.