Quarterlytics / Financial Services / Asset Management / Starvest Plc

Starvest Plc

sve · LSE Financial Services
Claim this profile
Ticker sve
Exchange LSE
Sector Financial Services
Industry Asset Management
Employees 1-10
← All annual reports
FY2021 Annual Report · Starvest Plc
Sign in to download
Loading PDF…
Starvest plc 

Company No. 03981468 

Starvest plc 

Report and Financial Statements 

For the Year Ended 30 September 2021 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

 
 
 
Starvest plc 

CONTENTS 

Officers and professional advisers 

Chairman’s statement 

Investing policy statement 

Review of Trading Portfolio 

Board of directors 

Strategic report  

Directors’ report  

Directors’ responsibilities statement 

Corporate governance statement 

Audit Committee report   

Remuneration Committee report  

Independent auditor’s report 

Statement of comprehensive income  

Statement of financial position 

Statement of changes in equity   

Statement of cash flows  

Notes to the financial statements 

Page 

1 

2 

3 

5 

12 

13 

15 

18 

19 

26 

28 

30 

34 

35 

36 

37 

38 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Officers and professional advisers 

Directors 

Callum N Baxter – Chairman and Chief Executive 

Gemma Cryan – Executive Director 

Mark J Badros – Non-Executive Director 

Secretary and 
registered office 

Business address 

Auditor 

Stephen Ronaldson 
Salisbury House 
London Wall 
London EC2M 5PS 

33 St. James’s Square 
London SW1Y 4JS 
info@starvest.co.uk  

Tel: 02077 696 876 

PKF Littlejohn LLP 
15 Westferry Circus 
Canary Wharf 
London E14 4HD 

Registered number 

03981468 

Solicitors 

Druces LLP 
Salisbury House 
London Wall 
London EC2M 5PS 

Nominated adviser  Grant Thornton UK LLP  

Banker 

Broker 

Registrars 

30 Finsbury Square 
London EC2A 1AG 

Allied Irish Bank (GB) 
10 Berkeley Square 
London W1J 6AA 

SI Capital Limited 
46 Bridge Street 
Godalming 
Surrey GU7 1HL 

Share Registrars Limited 
Molex House 
Millennium Centre 
Crosby Way 
Farnham 
Surrey GU9 7XX 
Tel: 01252 821 390 

Listing 

AIM Market of the London Stock Exchange (AIM) 
Ticker: SVE 

Website 

www.starvest.co.uk  

1 

 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Chairman’s Statement 

I am pleased to present my annual statement to Shareholders for the year ended 30 September 2021 and the 
twenty-first since the Company was formed in 2000.  

Results for the year 

The  continuing  impact  of  the  global  pandemic  and  governmental  stimulus  in  response  thereto  dominated  the 
financial news this year for Starvest and its portfolio companies. Starvest’s strategy to steer its portfolio toward 
precious metal investments over recent years has enabled the Company to position itself attractively for the current 
environment. Although improved investor sentiment boosted certain precious metal stocks and those of certain 
other  natural  resource  companies,  gold  prices  declined  7% for the  year  ended  30  September  2021. The  post-
pandemic global economic recovery has remained elusive, but we continue to believe that expected quantitative 
easing, which remains the favoured tool of major economies, is likely to result in a solid foundation for precious 
metals going forward. 

Our investment portfolio decreased approximately 21% in the year to 30 September 2021 to £14 million. However, 
our  market  capitalisation  declined  by  only  10%  over  this  same  period,  and  the  discount  to  net  asset  value 
narrowed by 8 percentage points, from 42% to 35% as at 31 December 2021, which is a significant improvement 
for shareholders.  

Greatland  Gold  plc  (AIM:GGP),  which  is  by  far  our  largest  investment,  remained  one  of  our  best-performing 
investments  for  a  fourth  consecutive  year  due  to  its  outstanding  Havieron  gold-copper  discovery  in  Australia. 
Havieron’s initial inferred resource of 4.2Moz gold equivalent* was announced in December 2020 and the project 
has continued to develop rapidly with its major partner Newcrest Mining Ltd. The Havieron project benefited from 
the grant of a mining licence over the 12 blocks, a loan facility that is expected to fund Havieron operations through 
to the feasibility stage and a pre-feasibility study that was released post-year end**. While Greatland’s share price 
has declined since last year, we have significant unrealized gains and expect that continued expansion will drive 
further growth at the Havieron project.  

Ariana Resources completed a significant deal with Ozaltin Holdings during the year for part of its Kizilpete project 
and made the first of three dividend distributions to shareholders. Its Cyprus assets, a joint venture with Venus 
Minerals, have made good progress as well. 

Cora Gold continued to de-risk its Sanankoro project as it completed over 40,000m of drilling to convert existing 
inferred resources to indicated category as well as to target resource growth. 

We  believe  that  the  long-term  outlook  for  gold  prices  remains  favourable  and  we  remain  committed  to  our 
strategy. 

* GGP RNS dated 10 December 2020    ** GGP RNS dated 12 October 2021 

Investing policy 
The  Company’s  investing  policy  is  set  forth  on  page  3  of  this  report  and  made  available  on  our  website, 
www.starvest.co.uk.  

Trading portfolio valuation 
A brief review of the major portfolio companies follows from page 6. Other investee companies are listed on the 
websites from which further information may be obtained. 

Shareholder information 
The Company’s shares are traded on AIM.  
Announcements  made 
from 
www.starvest.co.uk, where historical reports and announcements are also available. 

the  London  Stock  Exchange  are  available 

to 

the  Company’s  website, 

Callum N Baxter 

Chairman and Chief Executive 

15 February 2022 

2 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Investing policy statement 

About us 

The previous Board commenced to manage the Company as an investment company in January 2002. Following 
the appointment of Callum Baxter as Chairman in 2015, the Board has focused the Company’s investment strategy 
on the natural resources sector. 

Collectively, the current Board has significant experience investing in small-capitalisation new issues and pre-IPO 
opportunities in the natural resources and mineral exploration sectors. 

Company objective 

The Company was established as a source of early-stage finance to fledgling businesses to maximise the capital 
value  of  the  Company  and  to  generate  benefits  for  Shareholders  in  the  form  of  capital  growth  and  modest 
dividends. 

Investing strategy  

Natural resources:  Whilst the Company’s investment mandate is not exclusively limited to natural resources, the 
Board sees this sector as having considerable growth potential in the medium term. Historically, investments were 
generally  made  immediately prior to an  initial  public offering  on  AIM or  Aquis (formerly  NEX) as well as  in  the 
aftermarket.  As the nature of the public equity markets has changed since 2008, it is more likely that the future 
investment portfolio will include companies that have completed an IPO but remain in the early stages of identifying 
or, with the appropriate financial backing, developing a commercial resource. 

Direct Projects: The Company’s strategy is to invest predominantly through ownership of equity stakes in target 
companies. However, the Company believes there may be opportunities to take direct interests in mining projects 
and subsequently to acquire equity positions in target companies on favourable terms in exchange for these direct 
project interests. Those companies would therefore become Starvest investee companies. The projects will be 
operated by the investee company; Starvest does not intend to manage any projects. The addition of the Direct 
Project  strategy  to  the  Company’s  Investing  Policy  was  approved  by  shareholders  at  the  Company’s  annual 
general meeting held 1 December 2017. 

Investment size:  Initial investments are usually not greater than £100,000. Target companies invariably have an 
ongoing  need for additional funding to continue exploration and development. Therefore, after appropriate due 
diligence, the Company may provide further funding support and make later market purchases, so that the total 
investment may exceed £100,000. 

High risk:  The business is inherently high risk and cyclical, dependent upon fluctuations in world economic activity 
which affects the demand for minerals. However, the Company affords investors the opportunity to participate in 
diverse  early-stage  ventures,  which  the  Board  believes  will  offer  the  potential  for  significant  returns  for  the 
foreseeable future. 

Lack of liquidity:  Shares of investee companies typically trade in small volumes, even if they are quoted on AIM, 
Aquis  (formerly  NEX),  ASX,  or  TSX-V.  Therefore,  during  the  early  phase  following  an  investment,  it  is  rarely 
possible  to  liquidate  a  position  at  the  quoted  market  price  so  investors  must  remain  patient  until  the  investee 
company develops and ultimately attracts greater market interest. If and when  an exploration company finds a 
large exploitable resource, it typically presents greater liquidity to patient investors as an acquisition target by a 
third party or as a much larger and more actively traded independent entity. 

Success rate:  Of the multiple investments held at any one time, it is expected that no more than five will prove 
to be ‘winners’; from half of the remainder we may expect to see modest share price improvements. Overall, we 
expect that over time portfolio returns will be acceptable if not substantial. Accordingly, the Board is unable to give 
any estimate of the magnitude or timing of returns. 

Profit  distribution:    When  profits  have  been  realised  and  adequate  cash  is  available,  the  Board  intends  to 
distribute up to half the profits realised. 

3 

 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Investing policy statement, continued 

Investing strategy, continued  

Other  matters:    The  Company  currently  has  an  investment  in  Equity  Resources  Limited,  which  itself  is  an 
investment company. 

The Company takes no part in the active management of investee companies, although directors of the Company 
have been directors on the boards of such companies.  

4 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Review of trading portfolio 

Introduction 

During the year to 30 September 2021, the portfolio comprised interests in the companies discussed below, as 
well as other active companies that are not discussed herein.   

The  economic  shock  of  the  global  pandemic  continued  in  late  2020  and  early  2021  and  investors’  desire  for 
traditional safe-haven assets boosted precious metals stocks and certain other natural resources companies. At 
the same time, new alternatives such as cryptocurrencies attracted investors seeking protection from concerns 
over  global  instability,  fiat  currencies  and  expansive  monetary  policies.    In  this  environment,  we  believe  our 
strategy  to  focus  on  investments  in  gold  producers  will  prove  to  be  rewarding  on  a  risk-adjusted  basis  for  our 
shareholders. However, during the year to 30 September 2021, the value of our trading portfolio decreased ~21% 
due to lower market prices for major positions. Including our cash position, our net asset value (“NAV”) and NAV 
per share decreased 21.4% and 21.7%, respectively, over the 12-month period to 30 September 2021. Given that 
Starvest’s market capitalisation decreased approximately 10%, the discount to NAV narrowed to 34% compared 
to 42% a year ago.  

Transactions 

During the year the Company did not raise capital through placing or subscription.   

The Company disposed  of its  full  holdings  in  Kincora Copper during  the year, along  with  a  small  portion  of its 
position in Greatland Gold.  

Trading portfolio valuation 

Although gold prices declined slightly (~7%) year on year, this change  masked greater volatility during the 12-
month period. The Company’s Net Asset Value decreased approximately 21% during the year to 30 September 
2021 to £14.1m and the Company made a loss before tax of £3,861,014 compared with a profit of £15,749,105 in 
2020.  

However, we are pleased that the Company traded at a smaller discount to its NAV, as the Company’s market 
capitalisation declined by only 10% over the year.  

As part of routine operations, the Board regularly reviews its portfolio positions and may make adjustments to its 
holdings  to  take  advantage  of  what  it  believes  to  be  temporary  weakness  in  prices  for  precious  metals. 
Alternatively, the Board may consider strategic opportunities to better align the Company’s stock price with what 
it regards as the intrinsic value of the Company’s portfolio. 

Given the availability of actual trading prices for many of our portfolio assets, we value our holdings using closing 
market quotes for the periods shown.  

In  addition,  the  Company  believes  it  has  a  strong  financial  position  as  it  has  no  outstanding  debt  and  is  well-
positioned  to  benefit  from  further  strength  in  the  natural  resources  sector  through  its  exposure  to  early-stage 
precious metal producers. We believe that worldwide economic growth and increasingly affluent consumers will 
fuel  demand  for  motor  cars,  air  conditioning,  consumer  goods,  computers,  together  with  materials  required  in 
switching  to  ‘greener’  technologies  and  other  items  that  require  the  development  and  exploitation  of  natural 
resources in order both to produce and power. 

5 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Review of trading portfolio, continued 

Trading portfolio valuation, continued 

Company statistics 

The Company considers the following statistics to be its Key Performance Indicators (KPIs) and is satisfied with 
the results achieved in the year given the uncertain market conditions. 

30 September 
2021 
at Closing 
values  

30 September 
2020 
at Closing 
values 

  Trading portfolio value 

£14.04 m 

£17.83 m 

  Company net asset value  

£14.10 m 

£17.95 m 

  Net asset value per share 

  Closing share price 

24.4 p 

16.00 p 

  Share price discount to net asset value 

34% 

31.17 p 

18.00 p 

42% 

  Market capitalisation 

£9.3 m 

£10.36 m 

Change 
% 

-21.3% 

-21.4% 

-21.7% 

-11.1% 

8 percentage 
points 
-10.2% 

Since the fiscal year end, values have improved significantly. As at the close of business on 31 December 2021 
the Company’s Net Asset Value was £13.9m. 

If a full provision for liabilities and deferred taxation at a corporate rate of 25% effective from 6th April 2023 is taken 
into consideration then the following is applicable; 

  Company net asset value  

£12.4 m 

£15.9 m 

  Net asset value per share 

  Share price discount to net asset value 

21.4 p 

25% 

27.6 p 

35% 

-22.0% 

-22.5% 

10 percentage 
points 

Review of the current market 

Global  markets  and  gold  prices  fluctuated  throughout  late  2020  and  2021;  with  economies  and  governments 
rebalancing and adjusting to continuing pandemic related uncertainties and changes.  

The price of gold fluctuated throughout the year with a peak of US$1,943 in January 2021 and a low of US$1,684 
per troy ounce in March 2021 but has remained at elevated prices relative to the last decade; year on year the 
price is relatively flat. Copper, nickel, lead and zinc all made gains over the year.  

Overall, investors are demonstrating greater interest in the natural resources sector, as the market looks forward 
to  economic  growth,  ‘green’  technology  investments,  and  further  government  stimulus  via  major  infrastructure 
projects.  

The  current  market  conditions  allow  for  measured,  strategic  investment  in  undervalued,  early-stage  natural 
resource projects.  

6 

 
 
 
 
 
 
 
 
 
 
  
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Portfolio review 

Our primary investments in companies include the following: 

Greatland Gold plc (www.greatlandgold.com) 

Greatland Gold plc (“Greatland”), an AIM-listed exploration company, which represents substantially the largest 
part of the Company’s portfolio, holds six exploration projects, four in Western Australia and two in Tasmania. 
Greatland also has farm-in and joint venture agreements in place with its major partner, Newcrest Mining Ltd. 

The company, in conjunction with Newcrest, has continued to report excellent drilling results from the Havieron 
project and an Initial Inferred Mineral Resource estimate of 52Mt @ 2.0g/t Au, 0.31% Cu or 2.5g/t AuEq for 3.4Moz 
Au,  160Kt  Cu  or  4.2Moz  AuEq.  Mineralisation  remains  open  outside  of  the  resource  shell  with  potential  to 
significantly grow the resource over time.  

Greatland has also signed new agreements with Newcrest covering a mining lease and a US$50M loan agreement 
to cover capital costs of establishing early-stage development of the Havieron deposit through to completion of 
the Feasibility Study. A new joint venture agreement was also signed covering exploration of the Black Hills and 
Paterson Range East licence, and the Juri JV further cemented a strong working relationship between the two 
companies and provided Greatland with funds to carry out extensive exploration campaigns over the coming year.  

Greatland also continued exploration work on its wholly owned projects areas and added over 1,000km2 of highly 
prospective ground in the Paterson by acquiring tenements from Province Resources.  

While the company has a large market capitalisation, it does not yet generate any cash. However, Greatland is 
well-funded from the proceeds of exercised warrants and options and the availability of the loan agreement with 
Newcrest.  

Significant  activities  since  year  end:  Greatland  Gold  has  released  a  Pre-Feasibility  Study  in  conjunction  with 
Newcrest  Mining  on  the  Havieron  deposit.  The  study  forecasts  low  total  capex,  estimated  at  US$397m,  with 
Greatland’s portion running to US$73m, net of Greatland’s $50m loan facility, and opex costs of US$643/oz.  The 
study also projects an IRR of 27%, or 16% after tax and NPV of US$228m, with a 3-year pay back and an initial 
9-year life of mine; with only a small portion of the known mineralised area used in the study, allowing for significant 
additional information now available to be incorporated into future studies and probable expansion of the resource 
and reserves. The company has also advanced its Juri JV with Newcrest from stage 1 to stage 2 allowing up to 
AUD$20m  to  be  invested  in  the  exploration  programme  across  the  ground.  In  mid-November  2021  Greatland 
raised £11.9m in an oversubscribed placing. The Company continues to update the market with drill results from 
Havieron, showing extensive and expanding gold- copper mineralisation and JV partner Newcrest Mining have 
issued their intention to acquire an additional 5% stake in the Havieron project.  

Ariana Resources plc (www.arianaresources.com) 

Ariana Resources PLC (“Ariana”) is a United Kingdom-based company engaged in the exploration, development 
and mining of epithermal gold-silver and porphyry copper-gold deposits in Turkey and exploration in Cyprus.  

During the year Ariana sold part of its interests in Zenit and other assets in Turkey to Ozaltin Holding A.S. and 
Proccea Construction Co. for US$70.75 million.  While this deal reduced Ariana's share to 23.5% it has allowed 
for dividend payments to shareholders, the first of which was made on 24 September 2021, following a lengthy 
capital reorganisation. A second dividend is due in March 2022, followed by a third and final dividend currently 
expected in late 2022. 

7 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
Starvest plc 
2021 Annual Report and Financial Statements 

Portfolio review, continued 
Ariana Resources plc, continued 

Ariana's  share  of  profits  from  the Kiziltepe  Mine,  part  of  Zenit  Madencilik  San.  ve  Tic. A.S.  ("Zenit"),  in  the  six 
months to June 2021 amounted to £1.3m, compared to £3.0m in the first half of calendar year 2020, due in part 
to the reduction in its holding from 50% to 23.5%. Kiziltepe Mine production for the first half of 2021  

totalled 7,941 ounces  of  gold  (H1  2020:  9,808  oz  Au).  Ariana  expects  to  meet  guidance  for  2021  by  year  end 
following increased mill throughput after completing an expansion of the processing plant.  

An exploration and resource drilling campaign has completed approximately 14,000m of diamond drilling across 
the Kiziltepe Sector, with excellent results received across various vein systems. 

The  company  expanded  exploration  into Eastern  Europe via  a  75%  holding  in Western  Tethyan  Resources 
Ltd. and  also  began  drilling  in Cyprus through  the  Company's  interest  in Venus  Minerals  Ltd.  Ariana’s  earn-in 
on Venus Minerals is currently 37.5%, with 50% expected to be achieved in early Q4 2021. 

The company’s last available (unaudited) interim accounts show profit before tax of £7.1m for the year ended 30 
June 2021 (H1 2020 : £2.2m) and profit for the period of £5.0m (H1 2020 : £1.9m) reflecting the profit realised on 
restructuring of group activities. 

Significant  activities  since  year  end  include  Ariana’s  announcement  of  the  final  Zenit  working  capital  loan 
repayment of US$0.8m to Turkiye Finans Katilim Bankasi A.S due to be completed in October 2021. The Tavsan 
gold-silver project received Environmental Impact Assessment approval for development of the mine and Ariana’s 
JV  partner,  Zenit,  can  now  progress  with  its  development  programme  with  construction  scheduled  to  begin 
following receipt of final permits.  

Ariana released  drill results from its Kokkinoyia project  in  Cyprus reporting  gold  mineralisation  in all  holes and 
identifying a copper-gold-zinc mineral system. A JORC 2021 Maiden Resource Estimate reports circa 12.3 Mt at 
0.31 to 2.25% Cu and 0.27 to 0.57g/t Au. 

Ariana completed its earn-in to 50% of Venus Minerals, announced in November 2021. Venus have completed a 
binding Heads of Terms agreement to develop the Apliki Copper Mine in Cyprus with a leading mining company 
on a 50:50 basis. Venus also released a Mineral Resource Estimate for the project with total indicated and inferred 
resources of c. 11Mt Cu at a grade of 0.25 to 0.69%; with a processing plant currently undergoing due diligence 
and pre-installation checks.  

Panther  Metals  listed  on  ASX  in  December  2021,  with  a  market  capitalisation  of  A$10.9m.  Ariana  hold  3.2% 
through their Asgard Metals Fund.  

Alba Mineral Resources plc (www.albamineralresources.com) 

Alba Mineral Resource is a diversified mineral exploration company focused on oil and gas, gold and base metals 
with holdings in UK (oil and gas, gold) and Ireland (base metals). 

The  Company  focused  activities  at  the  UK  gold  projects  during  the  year,  completing  drilling  programmes  at 
Clogau which have potentially extended the length of the Main Lode target and the depth of a vein system in the 
Llechfraith  mine  area.    At  Clogau  St-David’s,  the  company  sampled  rock  waste  dumps  and  purchased  and 
installed a pilot gold processing plant. They have also extended the mineral rights over the Dolgellau Gold Belt 
for a further four-years. 

The Company’s UK oil and gas investments at Horse Hill remains ongoing with works completed during the year 
to prepare the operations for 24-hour production.  

Base metal mineral exploration rights in Ireland were renewed for another year with another three main target 
areas set for follow-up drilling.  

8 

 
 
 
 
 
 
   
  
 
 
 
  
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Portfolio review, continued 
Alba Mineral Resources plc, continued 

The Company decided during the year to spin-out its Greenland assets, the Thule Black Sands Ilmenite Project, 
the Amitsoq Graphite Project, the Melville Bay Iron Project and the Inglefield Multi-Element Project to a separate 
vehicle and list it for trading on AIM. GreenRoc Mining Plc was admitted for trading on 28 September and raised 
£5.12m at 9.9p, with a market cap on listing of £11.1m. Alba is a majority shareholder with 54% of GreenRoc.  

Significant activities since year end: Alba have advised that they were refused permits for water discharge from 
the Llechfraith shaft into watercourses in the area, citing potential adverse effects. The company are working with 
external consultants on potential grounds for appeal.   

Cora Gold Limited (www.coragold.com) 

The  Company’s  exploration  activities  have  continued  in  2021  with  a  +40,000m  drill  programme  at  its  flagship 
Sanankoro  project.  These  activities  focused  on  infill  drilling  to  convert  existing  inferred  resources  to  indicated 
category as well as targeting resource growth. Results to date have been consistent with generally high-grade, 
good width and shallow oxide ore.  

The  company  have  also  engaged  consultants  to  update  the  Mineral  Resource  Estimate  during  H2  2021  and 
undertake a Definitive Feasibility Study with completion targeted for H1 2022.  

Cora have continued to de-risk this project showing shallow oxide material with potential for lower cost open pit 
mining, together with positive metallurgical test work results.  

In  September  the  company  also  announced  that  it  has  signed  a US$25m term  sheet  with  Lionhead  Capital  to 
finance  the  development  of  Sanankoro  on  completion  of  a  positive  DFS  with  US$12.5m Equity  Financing 
and US$12.5m Convertible Financing. The term sheet requires Cora to deliver a DFS before the end of H1 2022 
with minimum key objectives (together the 'Project Milestone') including; 35% Internal rate of Return ('IRR') based 
on a US$1,500/ oz gold price; and 8 years mine life and production of 40,000 ozs/year, or equivalent production 
over  a  different  time  period  and  delivering  the  minimum  IRR  threshold,  in  a US$1,700/oz  gold  price  pit  shell. 
Lionhead are prepared to syndicate +30% of the Term Sheet on the same terms with other investors. 

The company raised £3.13m in June 2021 and reported US$5.7m in cash in its unaudited interim report at the end 
of June. 

Significant activities since year end: Cora released final results from it +40,000m drill programme which confirmed 
a 3.4km long mineralised ore zone in mostly shallow oxides and which remains open in all directions. An updated 
mineral resource estimate (MRE) resulted in a 200% increase in total ounces from the 2019 calculations with a pit 
constrained  MRE  of  21.9  million  tonnes  at  1.15g/t  Au  for  809.3k  oz  Au  and  the  deposit  remaining  open  in  all 
directions. Cora completed a fund raise for £4.25m in December 2021, with use of the funds going towards the 
ongoing definitive feasibility study at Sanakoro which saw field work for the study completed in February 2022 and 
full completion scheduled for H1 2022. 

Oracle Power plc (www.oraclepower.co.uk) 

Oracle are progressing slowly on the Thar coal mining and power projects. The Pakistan Government stated in 
late  2020 that  it would  not  approve  new coal  power  plants and the  Chinese Government  followed suit  in  early 
September 2021 by stating it will not fund new overseas coal projects.  

Given  the  change  in  policy  by  both  states  for  coal  projects  it  is  encouraging  to  see  that  the  project  is  still  in 
development and the Pakistan authorities are continuing to work with the Chinese Government through the China-
Pakistan  Economic  Corridor  to  provide  support  for  the  project.    An  encouraging  development  is  the  approval 
granted to expand electricity generation capacity at the site from 34,776MW to 61,112MW by 2030.  

In the meantime, Oracle has changed its focus to early stage exploration gold projects in Western Australia. The 
gold  exploration  projects  in  Western  Australia  have  been  the  company’s  primary  focus  during  the  year,  with 
geophysics and geochemistry surveys carried out prior to a drilling programme beginning in September 2021.  

9 

 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Portfolio review, continued 
Oracle Power plc, continued 

Significant  activities  since  year  end:In  October  2021  the  company  singed  a  non-exclusive  co-operation 
agreement  with  PowerChina  International  Group  to  jointly  develop  a  green  hydrogen  production  facility  in 
Pakistan, targeting a 400MW capacity plant. An update in December stated that a preliminary technical study  

was completed by PowerChina, establishing key technical and commercial aspects, targeting a 400MW capacity 
hydrogen plant with planned hydrogen production of 150,000kg per day. Technology suppliers are being sought 
and negotiations are underway with provincial governments regarding infrastructure.  

Kefi Gold and Copper plc (www.kefi-minerals.com) 

Kefi Minerals is an exploration and development company focused on gold and copper deposits in the Arabian-
Nubian Shield. Its main projects are Tulu Kapi in Ethiopia and the Jibal Qutmanand  Hawiah  projects in Saudi 
Arabia. 

The company completed an equity placing for £3m in November 2020 with proceeds slated to be used for drilling 
and exploration on the Hawiah copper-gold project and general working capital.  

Operation on the Tula Kapi Mine in Ethiopia were delayed in September 2021 due to security concerns, just ahead 
of the company’s planned launch of the development phase of the project. The company still remain optimistic 
that the security issue will be resolved, and the project will be back on track before the end of 2021 with production 
beginning in 2023.  

The company have made progress on the Hawiah copper-gold and Jibal Qutman gold projects in Saudi Arabia, 
and  have  fast-tracked  to  produce  an  upgraded  and  expanded  Mineral  Resource  Estimate  and  Preliminary 
Feasibilty  Study  for  development  at  Hawiah;  Maiden  Mineral  Resources  currently  JORC  2012  1.9M  oz  gold 
equivalent; Jibal Qutman 733koz gold.  

Significant activities since year end: A security issue arose where several employees were taken hostage for a 
brief time but thankfully safely released. While the security of the project was re-assessed and re-organised the 
schedule of the project has been pushed back by approximately three months.  

Kefi  announced  the  issuance  of  two  additional  exploration  licences  in  Saudi  Arabia  in  December  2021.  The 
licences are 12km south-west of the Company’s Hawiah project and issued to the Kefi-operated joint venture 
Gold and Minerals Limited. In January 2022 Kefi completed a placing for £6.2m, its first in two years, with funds 
being used for the development of the Tulap Kapi mine and to clear accrued debts and directors fees. 

Sunrise Resources plc (www.sunriseresourcesplc.com) 

Sunrise Resources hold ground in Nevada (USA) and Australia with commodities ranging from precious and base 
metals as well as industrial minerals. Its main focus is developing pozzolan-perlite deposits while looking to JV or 
sell its other tenements. 

The company has  maintained  its focus on the development of the 100% owned CS Pozzolan-Perlite project  in 
Nevada USA. During the year Sunrise completed assembly of a commercial-scale plant for trial processing. A 500-
ton  pozzolan  sample was  extracted  and in  collaboration  with a  large cement  and  ready-mix company (CRMC) 
underwent test grinding. A further 200-ton perlite sample has been mined and awaits processing. The company is 
still  focused  on  commercial  production  in  2021  with  mine  permitting  approvals  completed  for  mine  plans, 
reclamation, air quality control and water use.  

Exploration on the company’s precious metal claims has also continued with soil sampling outlining an gold-in-soil 
anomaly on its Sundance project in the Walker Lane Mineral Belt and diamond drilling at the Clayton Silver-Gold 
project showing 303g/t Ag and 0.2g/t Ag over 7.92m. Completion of an aboriginal heritage survey at the Baker’s 
Gold Project in Western Australia, allowed an RC drill programme to be completed; best results show  2m @11.5g/t  

10 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Portfolio review, continued 
Sunrise Resources plc, continued 

Au from 64m on 50g fire assay; which was upgraded to 14.4g/t after bulk cyanide leaching and leach tail fire assay 
was carried out.  

In  line  with  its  announced  strategy,  during  the  year  Sunrise  also  entered  into  joint-ventures  in  connection  with 
several of its gold and copper-gold Nevada claims while retaining potential future royalty rights.  

Significant  activities  since  year  end:  The  company  has  announced  an  agreement  with  Kinross  for  its  Jackson 
Wash mining  claims in  Nevada.  Under the  terms of  the  Agreement  Kinross has been  granted  a  9-year mining 
lease  over  the  claims  and  an  option  to  purchase  the  Claims  at  any  time  during  the  term  of  the  Lease  for 
US$500,000 and the grant to Sunrise of a 2.5% Net Smelter Royalty, while Sunrise retain the rights to mine perlite 
on the claims so long as this does not hinder any Kinross exploration or future mining operations.  

Other investments 
The remaining non-core investments are available for sale when the conditions are deemed to be right.  These 
include Minera Irl Ltd (www.minera-irl.com) and Block Energy plc (www.blockenergy.co.uk).  In addition, there 
are a number of failed or almost failed ventures to which we attribute no value, although we always hope and seek 
to crystallise value where possible.  

11 

 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Board of directors 

Callum N Baxter – Chairman and Chief Executive 

Mr. Baxter is a qualified Geologist (MSc Geol) and investor. His primary experience lies in early stage exploration 
geology and he has been involved in several discoveries throughout his more than 25 years in the industry. Callum 
has  more  than  20  years  of  experience  in  capital  markets  with  many  investments  focusing  on  early-stage 
exploration opportunities. He was an Executive Director of AIM-quoted company, Greatland Gold plc, from 2006 
until 2021, a Starvest investee company. 

Gemma M Cryan – Executive Director 

Miss. Cryan holds formal qualifications in geology (BSc Hons) and has over 16 years of industry experience in the 
oil  and  gas  industry,  followed  by  mineral  exploration,  in  both  private  and  public  companies  throughout  North 
America, Europe, Australasia and Africa. Her time has been spent in the field, and in management roles assisting 
with corporate matters. Gemma is well-versed in pre-IPO activities and early stage mineral exploration ventures 
and she is a Non-Executive Director of Great Western Mining Corporation plc. 

Mark J Badros – Non-Executive Director 

Mr. Badros has more than 16 years of financial and investment experience in public and private equities as an 
analyst and investment manager at mutual funds and hedge funds, including Merrill Lynch Investment Managers, 
Zweig-DiMenna Associates, Highland Capital and Ironbound Capital. Mark graduated from Princeton University 
and received his law degree from Harvard Law School. He began his career practising securities, mergers and 
acquisitions, and corporate law in New York.  

12 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Strategic report 

Principal activities and business review 

While Bruce Rowan was Chief Executive beginning 31 January 2002, the Company’s principal trading activity was 
the use of his expertise to identify and, where appropriate, support small company new issues, pre-IPO and on-
going  fundraising  opportunities  with  a  view  to  realising  profit  from  disposals  as  the  businesses  mature  in  the 
medium term. The current directors have continued this strategy under the leadership of Callum Baxter, appointed 
Chief Executive in September 2015. 

The Company’s investing policy is stated on page 3. 

The  Company’s  key  performance  indicators  and  developments  during  the  year  are  given  in  the  Chairman’s 
statement and in the trading portfolio review, all of which form part of the Directors’ & Strategic reports 

Finance Review 

Over the 12 months to 30 September 2021 the Company recorded a loss before tax of £3,861,014, equating to a 
loss of 6.69 pence per share with net cash outflow for the year of £42,089. This compares to a profit before tax of 
£15,749,105 in the previous year that equated to a profit of 24.22 pence per share. The Company’s cash deposits 
stood at £78,276 at the period end. 

Key Performance Indicators 

Given the straightforward nature of the Company’s activities, the directors take the opinion that analysis using key 
performance indicators is not necessary for an understanding of the performance, development or position of the 
business at the present time. 

Key risks and uncertainties 

This  business  carries a high  level of risk and uncertainty with  commensurately  high potential returns.  The risk 
arises  from  the  very  nature  of  early-stage  mineral  exploration  where  there  can  be  no  certainty  of  outcome.  In 
addition, often there is a lack of liquidity in the Company’s trading portfolio, even for securities quoted on AIM or 
Aquis (formerly  NEX), such that the Company may have difficulty in realising the full value in  an immediate or 
forced sale. Accordingly, a commitment is only made after thorough research into both the management and the 
business of the target, both of which are closely monitored thereafter. Furthermore, the Company limits the total 
size of any single commitment, both as to the absolute amount and percentage ownership of the target company.  

Section 172 Statement 

Section 172 (1) of the Companies Act obliges the Directors to promote the success of the Company for the benefit 
of  the  Company’s  members  as  a  whole.  This  section  specifies  that  the  Directors  must  act  in  good  faith  when 
promoting the success of the Company and in doing so have regard (amongst other things) to: 

a)  The likely consequences of any decision in the long term;  
b)  The interests of the Company’s employees; 
c)  The need to foster the Company’s business relationship with suppliers, customers and others; 
d)  The impact of the Company’s operations on the community and environment; 
e)  The desirability of the Company maintaining a reputation for high standards of business conduct; and  
f)  The need to act fairly as between members of the Company. 

The  Board  of  Directors  is  collectively responsible  for  formulating  the Company’s  strategy, which  is to  invest in 
businesses where prospects appear to be exceptional and deliver growth to its shareholders. Some key decisions 
were taken by the Board since 1 October 2020 which were aimed to deliver on this strategy, being the point at 
when the Board invests and disposes in its key investments throughout the year, and which companies to invest 
in.  The  Board  places  equal  importance  on  all  shareholders  and  strives  for  transparent  and  effective  external 
communications, within the regulatory confined of a listed company. The primary communication tool for regulatory 
matters and matters of material substance is through the Regulatory News Service (“RNS”). We also provide an 
environment where shareholders can interact with the Board and management, as questions and raise their  

13 

 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Strategic report, continued 

concerns. The Directors believe they have acted in a way they consider most likely to promote the success of the 
Company for the benefit of its members as a whole, as required by Section 172 (1) of the Companies Act 2006. 

The Corporate Governance Statement, in particular Principles 2 and 3 of the Quoted Company Alliance’s (“QCA”) 
Corporate  Governance  Code  for  Small  and  Mid-Size  Quoted  Companies,  available  on  pages  20-21  provides 
further evidence for how Section 172 (1) has been applied to strategic issues, risks or opportunities across key 
stakeholder groups. The Directors believe they have acted in the way they consider most likely to promote the 
success of the Company for the benefit of its shareholders and stakeholders as a whole, as required by Section 
172 (1) of the Companies Act 2006.  

By order of the Board 

Callum Baxter 
Chairman and Chief Executive  
15 February 2022 
Company registration number: 03981468 

14 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Directors’ report 

The Directors present their twenty first annual report  on the affairs of the Company, together with the financial 
statements for the year ended 30 September 2021.  

Results and dividends 
The Company’s results are set out in the statement of comprehensive income on page 34. The audited financial 
statements for the year ended 30 September 2021 are set out on pages 33 to 47. 

The Directors do not recommend the payment of a dividend for the year (2020: £nil). 

Directors  
The Directors who served during the year are as follows:  

Callum N Baxter  
Gemma Cryan 
Mark J Badros 

Substantial shareholdings 
At the close of business on 8 February 2022, the following were registered as being interested in 3% or more of 
the Company’s ordinary share capital: 

WB Nominees Limited (of which 12,670,000 representing 
21.80% are beneficially owned by Carole Rowan) 
Hargreaves Lansdown (Nominees) Limited 
Rock (Nominees) Limited (of which 7,983,368 representing 
13.74% are beneficially owned by Callum N Baxter) 
Interactive Investor Services Nominees Limited 
Winterflood Client Nominees Limited 
Barclays Direct Investing Nominees Limited 

Ordinary shares 
of £0.01 each 

Percentage of 
issued share 
capital 

12,692,261 

21.84% 

10,371,260 
8,644,875 

7,535,853 
2,198,294 
2,184,452 

17.85% 
14.88% 

12.97% 
3.78% 
3.76% 

Charitable and political donations 
During the year the Company donated 250,000 shares it held in International Mining and Infrastructure Corporation 
Plc to the Share Centre Charitable Fund. The carrying value of these shares was £nil (2020: £nil). 

Payment of suppliers 
The Company’s policy is to settle terms of payment with suppliers when agreeing terms of business, to ensure 
that suppliers are aware of the terms of payment and to abide by them. It is usual for suppliers to be paid within 
30 days of receipt of invoice. At 30 September 2021, the Company’s trade creditors were equal to costs incurred 
of 80 days (2020: 89 days).  

Events after the end of the Reporting Period 
There are no other material events to disclose other than those included in Note 21. 

Remuneration 
The remuneration of the Directors has been fixed by the Board as a whole. The Board seeks to provide appropriate 
reward for the skill and time commitment required so as to retain the right calibre of director without paying more 
than is necessary.  

Details of Directors’ fees and of payments made for professional services rendered are set out in Note 7 to the 
financial statements. 

15 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Directors’ report, continued 

Management incentives 
The Company has no share purchase, share option or other management incentive scheme.   

As required by legislation, the Company has introduced a stakeholders' pension plan for the benefit of any future 
employees. 

Going concern 
The Company finances its day to day activities from its available cash resources or via a bank overdraft and, on 
occasion, by part  disposal  of investments and  the  use  of short-term  loans.  The  continuation  of  the Company's 
formal overdraft facility may be reviewed going forward.  

The Directors are confident that adequate funding can be raised as required to meet the Company's current and 
future liabilities without resorting to the overdraft facility, which has been confirmed within the cash flow forecast 
prepared by the Board for the 12 months ending 28 February 2023. In the very unlikely event that suitable funding 
could  not  be  raised,  the  Directors  could  raise  sufficient  funds  by  disposal  of  certain  of  its  current  asset  trade 
investments.  COVID-19  has  had  an  impact  on  the  company’s  investments  and  their  activities,  however  all 
investments  held  by  the  company  are  Level  1  investments  and  hence  the  value  at  the  balance  sheet  date 
approximates the fair value which can be liquidated in order to settle the company’s liabilities as they fall due for 
the foreseeable future. 

As at 30 September 2021, the Company has no Borrowings. 

For the reasons outlined above, the Directors are satisfied that the Company will be able to meet its current and 
future liabilities, and continue trading, for the foreseeable future and, in any event, for a period of not less than 
twelve months from the date of approving the financial statements. The preparation of the financial statements on 
a going concern basis is therefore considered to remain appropriate. 

Management of capital 

The Company's objectives when managing capital are:  

 

to  safeguard  its  ability  to  continue  as  a  going  concern,  so  that  it  can  continue  to  provide  returns  
for shareholders and benefits for other stakeholders, and  

 

to provide an adequate return to shareholders by trading its current asset investments.  

The Company sets the level of capital in proportion to risk. The Company manages the capital structure and makes 
adjustments to it in the light of changes in economic conditions and the risk characteristics of the underlying assets. 

Control procedures 

The  Board  has  approved  financial  budgets  and  cash  forecasts;  in  addition,  it  has  implemented  procedures  to 
ensure compliance with applicable accounting standards and effective reporting. 

Financial instruments 

The Company uses financial instruments, comprising cash, bank overdraft, short term loan, trade investments and 
trade creditors, which arise directly from its operations. The main purpose of these instruments is to further the 
company’s operations. 

Short-term debtors and creditors 
Short-term debtors and creditors have been excluded from all the following disclosures. 

Trade investments 
Trade investments are stated at market/fair value less any provision for impairment. The movements between fair 
and book value are set out in Note 11. The Board meets quarterly to consider investment strategy in respect of 
the Company’s portfolio.  

Interest rate risk 
The Company finances its operations through retained profits and new investment funds raised. The Board utilises 
short term floating rate interest bearing accounts to ensure adequate working capital is available whilst maximising 
returns on deposits. 

16 

 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Directors’ report, continued 

Liquidity risk 
The Company seeks to manage financial risk, to ensure sufficient liquidity is available to meet foreseeable needs 
and  to  invest  cash  assets  safely  and  profitably.  More  information  about  the  company’s  liquidity  risk,  and  the 
management of that risk, is given under ‘going concern’ in Note 2 and in Note 19 to the financial statements. 

Borrowing facilities 
As at 30 September 2021, the Company had an unsecured overdraft facility of £25,000 arranged with its bankers 
(2020: £25,000).  

Currency risk 
The Company trades substantially within the United  Kingdom and all transactions are denominated in Sterling. 
Consequently, the Company is not significantly exposed to currency risk. 

Fair values 
Except where shown above, the fair values of the Company’s financial instruments are considered equal to the 
book value. 

Market price and credit risk 
Management  do not consider  credit  risk to  be material to  the  Company.  The  Company is naturally exposed to 
market  price  risk,  by  the  nature  of  its  trade  in  investments,  and  the  fluctuation  of  market  and  fair  prices  of  its 
investment portfolio. 

Statement of disclosure of information to auditors  
The Directors confirm that so far as each of the Directors is aware: 

 
 

there is no relevant audit information of which the Company’s auditor is unaware; and 
the  Directors  have  taken  all  the  steps  that  they  ought  to  have  taken  as  directors  in  order  to  make 
themselves aware of any relevant audit information and to establish that the auditors are aware of that 
information. 

Independent Auditor 
A resolution to appoint PKF Littlejohn LLP as auditor for the coming year will be proposed at the forthcoming AGM 
in accordance with section 489 Companies Act 2006. 

By order of the Board 

Callum Baxter 
Chairman and Chief Executive 
15 February 2022 
Company registration number: 03981468 

17 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Statement of directors' responsibilities 

Directors' responsibilities for the financial statements 
The Directors are responsible for preparing the Directors’ report, the Strategic report and the financial statements 
in accordance with applicable law and regulations.  

Company law requires the Directors to prepare financial statements for each financial year. Under that law the 
Directors have elected to prepare financial statements in accordance with United Kingdom Generally Accepted 
Accounting  Practice  (United  Kingdom  Accounting  Standards  and  applicable  law).  Under  company  law  the 
Directors must not approve the financial statements unless they are satisfied that they give a true and fair view of 
the state of affairs and profit or loss of the company for that period. In preparing those financial statements, the 
Directors are required to:  

select suitable accounting policies and then apply them consistently; 

 
  make judgments and estimates that are reasonable and prudent; 
 

state whether applicable UK accounting standards have been followed, subject to any material departures 
disclosed and explained in the financial statements;  

  prepare the financial statements on the going concern basis unless it is inappropriate to presume that the 

company will continue in business. 

The Directors are responsible for keeping adequate accounting records that are sufficient to show and explain the 
company’s transactions and disclose with reasonable accuracy at any time the financial position of the Company 
and  enable  them  to  ensure  that  the  financial  statements  comply  with  the  Companies  Act  2006.  They  are  also 
responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention 
and detection of fraud and other irregularities. 

The Directors are responsible for the maintenance and integrity of the corporate and financial information included 
on  the  Company’s  website.  Legislation  in  the  United  Kingdom  governing  the  preparation  and  dissemination  of 
financial statements may differ from legislation in other jurisdictions. 

The Company is compliant with AIM Rule 26 regarding the Company’s website. 

18 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Corporate governance statement 

The  Board  of  Starvest  plc  are  committed  to  the  principles  of  good  corporate  governance  and  believe  in  the 
importance  and  value  of  robust  corporate  governance  and  in  our  accountability  to  our  shareholders  and 
stakeholders. 

The AIM Rules for companies, updated in early 2018, required AIM companies to apply a recognised corporate 
governance code from 28 September 2018. Starvest  has chosen to  adhere to the Quoted Company Alliance’s 
Corporate Governance Code for Small and Mid-Size Quoted Companies (the “QCA Code”) and listed below are 
the 10 broad principles of the QCA Code and the Company’s disclosure with respect to each point. 

The Board recognises the importance of good governance, agrees to the principals set out in the QCA Code, and 
is compliant with the vast majority of the QCA Code. However, the Company does not achieve full compliance 
with the QCA Code; specifically, Principles 5 and 7. The areas of non-compliance will be readily addressed as the 
Company grows and additional members are added to the Board. 

The  Board  recognises  that  it  is  non-compliant  with  Principle  5  where  the  QCA  Code  recommends  that  the 
Chairman  and  CEO  positions  are  separate  roles,  and  at  least  two  directors  are  independent.  The  QCA  Code 
requires that the boards of AIM companies have an appropriate balance between executive and non-executive 
directors. At the present time Starvest has one independent, Non-Executive Director, Mr. Mark Badros, and Mr. 
Callum Baxter is joint Chairman and CEO. The Board believes, at this time in the Company’s development and 
with respect to the Company’s size and goals of achieving good shareholder value through preserving cash for 
investment opportunities, that the positions within the Board are sufficient to carry out good corporate governance 
with a balanced approach to decisions. As the Company grows this matter will be reviewed and addressed with 
the goal of appointing additional board members and separating the Chairman and CEO roles. 

The Board recognises that it does not fully comply with Principle 7 in that Starvest currently does not have formal 
evaluation procedures for individual board members but the Board recognises that a formal evaluation process 
may become necessary in the near future. 

QCA CODE: 

1: Establish a strategy and business model promoting long-term value for shareholders:  

The Company is established as a source of early stage finance to fledgling businesses, to maximise the 
capital value of the Company and to generate benefits for Shareholders in the form of capital growth and 
modest dividends. 

Investing strategy 

Natural resources: Whilst the Company’s investment mandate is not exclusively limited to natural resources, the 
Board sees this sector as having considerable growth potential in the medium term. Historically, investments were 
generally  made  immediately prior to an  initial  public offering  on  AIM or  Aquis (formerly  NEX) as well as  in  the 
aftermarket.    As  the  nature  of  the  market  has  changed  since  2008,  it  is  more  likely  that  the  future  investment 
portfolio will include companies that have completed an IPO but remain in the early stages of identifying or, with 
the appropriate financial backing, developing a commercial resource. 

Direct Project: The Company’s strategy is to invest predominantly through ownership of equity stakes in target 
companies. However, the Company believes there may be opportunities to take direct interests in mining projects 
and subsequently to acquire equity positions in target companies on favourable terms in exchange for these direct 
project  interests;  those  companies  would  therefore  become  Starvest  investee  companies.  The  projects  will  be 
operated by the investee company; Starvest will not manage any project. Prior to selling any projects to corporate 
entities, Starvest may therefore have an interest in a number of projects. The addition of the Direct Project strategy 
to the Company’s Investing Policy was approved by shareholders at the Company’s annual general meeting held 
1 December 2017. 

Investment size: Initial investments are usually not greater than £100,000. Target companies are invariably not 
generating cash, but rather they have a constant need for additional funding in order to continue exploration and 
development. Therefore, after appropriate due diligence, the Company may provide further funding support and 
make later market purchases, so that the total investment may be greater than £100,000. 

19 

 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Corporate governance statement, continued 

High risk: The business is inherently high risk and cyclical nature dependent upon fluctuations in world economic 
activity which impacts on the demand for minerals. However, the Company affords investors the opportunity to 
participate in diverse early-stage ventures, which the Board believes will offer the potential for significant returns 
for the foreseeable future.  

Lack of liquidity: The investee companies, being small, almost invariably lack share market liquidity, even if they 
are quoted on AIM, AQSE, ASX, or TSX-V. Therefore, in the early years it is rarely possible to sell an investment 
at the quoted market price with the result that extreme patience is required whilst the investee company develops 
and ultimately attracts market interest. If and when an explorer finds a large exploitable resource, it may become 
the object of a third party bid, or otherwise become a much larger entity; either way an opportunity to realise cash 
is expected to follow. 

Success rate: Of the 15 to 20 investments held at any one time, it is expected that no more than five will prove 
to be ‘winners’; from half of the remainder we may expect to see modest share price improvements. Overall, the 
expectation  is  that  in  time  Shareholder  returns  will  be  acceptable  if  not  substantial.  Accordingly,  the  Board  is 
unable to give any estimate of the quantum or timing of returns. 

Profit  distribution:  When  profits  have  been  realised  and  adequate  cash  is  available,  it  is  the  intention  of  the 
Board to recommend the distribution of up to half the profits realised. 

Other  matters:  The  Company  currently  has  investments  in  the  following  companies,  which  themselves  are 
investment  companies:  Equity Investors plc and  Equity Resources Limited. The  Company takes  no  part  in  the 
active management of the companies in which it invests, although directors of the Company are also directors on 
the boards of other investee companies. Callum Baxter, Chairman/CEO, is also an Executive Director of one such 
company. 

2: Seek to understand and meet shareholder needs and expectations 

The Board recognises that it is accountable to Shareholders for the performance and activities of the Company 
and to this end is committed to providing effective communication with the Shareholders of the Company. 

Unpublished price sensitive information is disclosed in as timely a manner as possible andin accordance with  
regulatory requirements for disclosure via a Regulatory Information Service provider.  
Significant developments of investee companies are disseminated through stock exchange announcements and 
by regularly updating the Company’s website, where descriptions of the investee company projects are available 
and  updated  quarterly  or  whenever  there  is  a  significant  event.  In  addition,  copies  of  any  research  notes  are 
available.  

The Board views the Annual General Meeting as an important forum for communication between the Company 
and its Shareholders and encourages Shareholders to express their views on the Company’s business activities 
and performance. Previous shareholder engagements at AGMs and other functions have been productive  with 
many questions answered by the Board. During other times of the year shareholder contact is primary through the 
executive directors at investor events and via the company’s email: info@starvest.co.uk. Shareholder comments 
or issues are disseminated to the Board and taken into account when reviewing the performance and development 
of the Company. 

The  Board,  through  the  Executive  Chairman,  the  Executive  Director  and  the  Non-executive  Director,  also 
maintains regular contact  with its advisors in order to  ensure  that  the  Board  develops an understanding  of the 
views of major Shareholders about the Company. The main point of shareholder contact is the Chairman/CEO Mr 
Callum  Baxter  and  the  other  Executive  Director  Ms  Gemma  Cryan  who  are  contactable  via  email  at 
info@starvest.co.uk, by telephone +44 (0)2077 696 876, or in writing to the following address; Starvest plc, 33 
St.James’s Square,  London UK,  SW1Y 4JS 

20 

 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Corporate governance statement, continued 

3: Take  in to account wider stakeholder and social responsibilities and their implications for long-term 
success. 

The Board recognises that the success of the Company is reliant on the stakeholders of the business and, to this 
effect, the Company engages with these stakeholder groups, both internal and external on a regular basis. 

The Company’s strategy to investment immediately prior to an initial public offering, on AIM or AQSE dictates that 
we  foster  good  relationships  with  broking  firms,  other  professional  service  providers  to  the  natural  resource 
industry  and  members  of  mining  and  exploration  companies  in  order  to  keep  abreast  of  potential  investment 
opportunities.  

The Company engages with numerous established broking firms and a network of professionals within the natural 
resource  industry  to  keep  abreast  of  new  companies  and  investment  opportunities  becoming  available.  The 
company deals only with ethically sound entities and, as such, reduces any risk to investment capital by unethical 
business practices.  

Investee  companies  and  potential  investee  companies  are  reviewed  with  respect  to  country  and  community 
commitments to social and environmental responsibility. It  is the company’s belief that a good CSR (corporate 
social responsibility) policy enhances an investee company’s standing and thus progress of a project/resource on 
a local, regional and government scale.   

Investment by the Company in resource projects generally brings positive benefits to local communities who gain 
from employment, improved infrastructure and access to health facilities. 

4:  Embed  effective  risk  management,  considering  both  opportunities  and  threats  throughout  the 
organisation 

The business is inherently high risk and of a cyclical nature dependent upon fluctuations in world economic activity 
which impacts on the demand for minerals. However, it offers the investor a spread of investments in an exciting 
sector, which the Board believes will continue to offer the potential of significant returns for the foreseeable future. 

Through  the  Board’s  collective  industry  experience  and  thorough  research  and  investigation  into  potential 
investments, including but not limited to: geological setting, board and management experience, financial plans, 
jurisdictional risk and market conditions both current and forecast; we strive to minimise the inherent risks yet still 
avail of opportunities that will deliver good returns on investment capital in the medium to long term. The Company 
maintains  an  Audit  Committee  and  Remuneration  Committee  with  each  reporting  directly  to  the  Board.  Each 
Committee comprises one Executive Director and one Non-Executive Director.   

The Company maintains a risk register that identifies key risks in the areas of corporate strategy, and finances as 
well as a comprehensive register for assessing investment opportunities. The register is reviewed periodically and 
updated as and when necessary. If there are any significant changes to the trading environment then the register 
is reviewed and updated as required. 

Within the scope of the annual audit, specific financial risks are evaluated in detail, including in relation to foreign 
currency, liquidity and credit. 

5: Maintain the board as a well-functioning, balanced team led by the chair 

Information on the company board members is available on the following website page as well as in the company’s 
annual reports and accounts disclosures.  

http://www.starvest.co.uk/board/ 

Board of Directors 

The Board of Directors currently comprises three Directors, two of whom are Executive Directors; of these, one is 
Executive Chairman and Chief Executive. There is one Independent Non-Executive Director.  

21 

 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Corporate governance statement, continued 

Each  member  of  the  board  is  committed  to  spending  sufficient  time  to  enable  them  to  carry  out  their  duties; 
Executive  Directors  commit  a  minimum  of  twenty  hours  per  week,  with  periods  where  this  is  increased 
considerably, such as mid-term and end of year reporting periods as well as times when investment transactions 
are being undertaken. Non-Executive Directors are expected to commit at least one hour per week to the company 
and, as with the executive team, are likely to exceed this many times throughout any twelve-month period. 

Role of the Board 

The Board has a responsibility to govern the Company rather than to manage it and in doing so act in the best 
interests of the Company as a whole. Each member of the board is committed to spending sufficient time to enable 
them to carry out their duties as a Director; through various activities including but not limited to: researching and 
reviewing  potential  investments,  shareholder  engagement,  stakeholder  engagement,  administrative  and 
accounting tasks, monitoring of market conditions and investee company activities.  

Responsibilities of the Board 

The Board is responsible for formulating, reviewing and approving the Company’s strategy, financial activities and 
operating  performance.  Day-to-day  management  is  devolved  to  the  Executive  Directors  who  are  charged  with 
consulting the Board on all significant financial and operational matters. 

Executive Chairman 

The  Board  acknowledges that, in having  an  Executive Chairman who  is  also the  Chief  Executive Officer,  best 
practice, as stated in the QCA Code, is not being followed. However, it is the opinion of the Board as a whole that 
the  current  arrangements  are appropriate to  the  Company  at this stage  of  development. The  Board  feels  that, 
given the experience of the Directors and their current practice to preserve capital for investment opportunities, 
combining the roles of Chairman and CEO is justifiable at present; but is kept under regular review by the Board.  

Board meetings 

All Directors are required to attend board and board committee meetings, every quarter at a minimum throughout 
the year and to be available at other times as required for face-to-face and telephone meetings. Board meetings 
are led by the Chair and follow an agenda that is circulated prior to the meeting. Every board meeting is minuted 
and  every  Director  is  aware  of the  right  to  have any  concerns minuted  and  to  seek independent  advice at  the 
Company’s expense where appropriate. 

The Board meets regularly throughout the year.  

Board member attendance during the financial year to 30 September 2021: 

Position 

Chairman/CEO 

Executive Director 

Member 

C Baxter 

G Cryan 

Non-Executive Director  M Badros 

Board committees 

AGM 
attendance 

No. of 
board 
meetings 

Yes 

Yes 

No 

13 

13 

13 

Attended 

13 

13 

13 

The Board has established an Audit committee and separate Remuneration Committee. There is no Nominations 
Committee as it is not seen relevant to the company at this stage of development. 

6: Ensure that between them directors have the necessary up-to-date experience, skills and capabilities.  

Information on the company board members is available on the following website page as well as in the company’s 
annual reports and accounts disclosures.  

http://www.starvest.co.uk/board/ 

22 

 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Corporate governance statement, continued 

Directors 

The Directors are of the opinion that the Board comprises a suitable balance. Current board members range in 
age from early 40’s to early 50’s and is well balanced with both male and female members. The Board offers a 
range  of  backgrounds,  experience  and  traits  which  when  combined  function  well  in  delivering  the  Company’s 
strategy.  

All  Directors  have  access  to  the  advice  of  the  Company’s  solicitors  and  the  Company  Secretary;  necessary 
information is supplied to the Directors on a timely basis to enable them to discharge their duties effectively and 
all Directors have access to independent professional advice, at the Company’s expense, as and when required. 

Callum Baxter’s active background in the mining industry (exploration geology) for more than 25 years and taking 
companies through the IPO process, as well as personal experience in investing in the natural resource sector, 
allows  for  an  in-depth  knowledge  of  the  challenges  potential  investee  companies  face  when  progressing  a 
company  towards  expansion  and/or  public  listing.  Callum  also  has  a  wide  range  of  connections  in  the  natural 
resource sector and supporting companies (e.g. brokering firms, NOMADs, corporate finance) from which to draw 
information  on  potential  investments.  His  skill  set  allows  seasoned  evaluation  of  the  investment  opportunities 
presented  to  the  Company  before  an  informed  decision  is  made.  Callum  regularly  attends  conferences  and 
meetings to keep fully abreast of the sector. 

Gemma Cryan’s background in oil and gas and mineral exploration, both in the field and office environment, in 
numerous countries, allows her to draw on personal experience and professional connections for information on 
potential investments as well as the ability to review projects from a geological  and corporate perspective with 
regards  to  risk  management.  Her  administrative  and  interpersonal  skills  are  applied  to  corporate  matters  and 
seeking investment opportunities. Gemma regularly attends sector meetings and conferences and participates in 
courses on both technical and corporate matters. 

Mark Badros has extensive experience in investment in public and private equities and corporate law, as well as 
a background in economics and business, including securities, mergers and acquisitions. 

The Directors remain active in their relevant sectors allowing them to keep their skills up to date. These activities 
are strengthened by Directors’ regular attendance at relevant industry conferences and workshops throughout the 
year assisting Directors to keep their skills aligned to current industry standards. 

All Directors, jointly or independently, have access to the Company’s solicitor for external advice should they so 
choose. The Company Secretary role is managed by the Company’s solicitor. Issues of compliance to government 
or government body regulations and requirements are brought to the Boards attention as necessary and advise is 
provided on methods required to comply fully. Matters arising with service contracts or agreements and general 
Company administration are also referred to the Company’s solicitor and secretary for review and/or comment. 

The  Company’s  Non-Executive  Director  is  considered  an  Independent  Director. Mr.  Badros  has  no  ties  to  the 
major shareholders of  the  Company nor  any significant personal investment  in the Company or  in  its investee 
companies;  as  such  the  Board  considers  his  input,  advice  and  support  on  the  running  of  the  Company  and 
investment opportunities that arise as independent. 

7: Evaluate board performance based on clear and relevant objectives seeking continuous improvement.  

The Board evaluates its performance effectiveness based on reviews carried out at every board meeting where a 
critical review is carried out and performance objectives are benchmarked against current market dynamics. 

During  the  year  these  critical  reviews  showed  the  Company  had  made  positive  progress  and  results  were 
presented to shareholders at the most recent AGM. 

The  Company  does  not  currently  have  a  formal  evaluation  procedure  for  individual  board  members.  Board 
members are able to communicate effectively, and members are actively encouraged to participate in continuing 
professional development (CPD). The Directors remain active in their relevant sectors allowing them to keep their 
skills  up  to  date.  These  activities  are  strengthened  by  Directors’  regular  attendance  at  relevant  industry 
conferences and workshops throughout the year assisting Directors to keep their skills aligned to current industry 
standards. 

23 

 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Corporate governance statement, continued 

Board committees: The Company has a Remuneration Committee and Audit Committee. Each committee reviews 
relevant remuneration and audit matters and provides recommendations to the Board as a whole. Each Committee 
meets several times per year as required. Committee matters are minuted and items recommended to the Board 
are recorded  in Minutes of meeting  of the Board; significant  events and matters are announced to market in a 
timely fashion and noted in each Annual Report.  

8: Promote a corporate culture that is based on ethical values and behaviours 

Ethical decision making 

In  accordance  with  the  engagement  contracts  board  members  enter  into  on  joining  Starvest,  professional  and 
personal ethics are expected to be maintained to a high standard with any misconduct subject to termination of 
their position. Requirements include maintaining high standards of business conduct; and acting fairly as between 
the members of the Company.  

Confidentiality 

In  accordance  with  legal  requirements  and  agreed  ethical  standards,  the  Directors  have  agreed  to  maintain 
confidentiality of non-public information except where disclosure is authorised or legally mandated. The Company 
employs  no  other  staff,  although  the  accounting  function  is  delegated  to  a  suitably  qualified  professional 
accountant. 

Bribery 

In accordance with the provisions of the Bribery Act, all Directors have been informed and have acknowledged 
that  it  is  an  offence  under  the  Act  to  engage  in  any  form  of  bribery.  The  Company  has  an  anti-bribery  and 
whistleblowing policy in force. 

9:  Maintain  governance  structure  and  processes  that  are  fit  for  purpose  and  support  good  decision-
making by the Board.  

The Chairman’s role is to communicate the strategy of the Board to shareholders of the Company. This role of the 
CEO is to ensure the implementation and execution of the Board’s strategy. These roles are largely combined in 
the  case  of  Starvest  plc  which  is  considered  reasonable  for  a  Company  at  this  stage  of  development.  The 
Chairman/CEO  is  assisted  in  these  duties  by  an  Executive  Director.  Each  Executive  Director  is  charged  with 
communication with shareholders. 

The existing Governance structures and Corporate Cultures are appropriate to the current size of the Company 
and adequate to address its capacity, appetite and tolerance for risk. 

The  Company  currently  has  a  Remuneration  Committee  and  an  Audit  Committee.  Relevant  matters  are 
considered by each committee and recommendations are taken to the full board. Each committee meets several 
times per year as required.   

Matters reserved for the Board are those directly related to implementing the Company’s strategy. Good financial 
management  is  a  high  priority  and  reviewed  frequently.  Market  dynamics  are  monitored  daily  and  long  term 
planning is key to delivering sound result. 

The  Board  is  constantly  monitoring  its  state  of  affairs  and  intends  to  expand  the  Board  when  the  Company 
sufficiently  increases  in  size.  Evolution  of  the  Company’s  governance  framework  will  follow  growth  and  board 
expansion 

10:  Communicate  how  the  company  is  governed  and  is  performing  by  maintaining  a  dialogue  with 
shareholders and other relevant stakeholders 

The Board recognises that it is accountable to Shareholders for the performance and activities of the Company 
and to this end is committed to providing effective communication with the Shareholders of the Company. 

24 

 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Corporate governance statement, continued 

Significant developments are disseminated through stock exchange announcements and regular updates of the 
Company website where descriptions of the investee company projects are available and updated quarterly or 
whenever there is a significant event. In addition, copies of any third party comment are available.  

The Board views the Annual General Meeting as an important forum for communication between the Company 
and its Shareholders and encourages Shareholders to express their views on the Company’s business activities 
and performance. 

Outcomes  of  Audit  Committee  reports  and  Remuneration  Committee  reports  are  summarised  in  each  Annual 
Report.   

Historic annual reports and other governance-related material, including notices of all general meetings over the 
last 5 years can be found here:  

http://www.starvest.co.uk/announcements/ 

http://www.starvest.co.uk/financial-results/ 

By order of the Board 

Callum Baxter 
Chairman and Chief Executive 
15 February 2022 

25 

 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Audit Committee Report 

Audit Committee  
The primary purpose of the Company's Audit Committee is to provide oversight of the financial reporting process, 
the audit process, the Company's system of internal controls and compliance with laws and regulations. 

The Audit Committee is authorised by the Board to investigate any activity within its Terms of Reference and to 
obtain  outside  legal  or  other  independent  professional  advice  and  to  secure  the  attendance  of  outsiders  with 
relevant experience and expertise, if it considers this necessary. 

The Board has appointed the Audit Committee to include the sole Non-Executive Director as well as one Executive 
Director, given the current size of the Company and the board. During the year ended 30 September 2021 and up 
to the date of this report, the Audit Committee comprised Mark Badros, who acts as Chairman; and Gemma Cryan. 
The Audit Committee formally met twice during the year.  

Dear Shareholder, 
On behalf of the Board, I am pleased to present the Audit Committee Report for the year ended 30 September 
2021.  The  Audit  Committee  is  primarily  responsible  for  providing  oversight  of  the  financial  reporting  process, 
the audit process, the Company's system of internal controls and compliance with laws and regulations and are 
outlined in more detail in the below report.   

The main role and responsibilities of the Audit Committee are: 
 

to monitor the integrity of the financial statements of the company and any formal announcements relating 
to the company’s financial performance, reviewing significant financial reporting judgements contained in 
them; 

 

 

 

 

 

 

 

 

to review the company’s internal financial controls; 

to monitor and review the effectiveness of the company’s internal control and risk management systems 
(including without limitation fraud risk); 

to monitor and review the effectiveness of the company’s internal and external audit arrangements; 

to  make  recommendations  to  the  Board,  for  it  to  put  to  the  shareholders  for  their  approval  in  general 
meeting, in relation to the appointment of the external auditor and to approve the remuneration and terms 
of engagement of the external auditor; 

to review and  monitor the external auditor’s independence  and objectivity  and the effectiveness of the 
audit process, taking into consideration relevant UK professional and regulatory requirements; 

to report to the Board, identifying any matters in respect of which it considers that action or improvement 
is needed, and making recommendations as to the steps to be taken; 

to consider the findings of internal investigations and management response; and 

to report to the Board on any issues arising and how they may be dealt with. 

Audit Committee Membership and Activities  
The Audit Committee’s members during the year were Mark Badros, as Chairman of the Committee, and Gemma 
Cryan. 

The Committee met independently twice during the year to perform the following activities: 

1)  review key accounting and audit judgements; 

2)  review and consider whether the information provided was complete and appropriate based on its own 

knowledge; 

3)  review the external auditor issues that arose during the course of the audit and have subsequently been 

resolved and those issues that had been left unresolved were satisfactorily concluded; 

4)  review  the  management  letter  in  order  to  assess  whether  it  is  based  on  a  good  understanding  of  the 
company’s  business  and  establish  whether  recommendations  have  been  acted  upon  and,  if  not,  the 
reasons why they have not been acted upon; 

26 

 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Audit Committee report, continued 

5)  review management’s responsiveness to the external auditor’s findings and recommendations; 

6)  review whether the auditor met the agreed audit plan and understand the reasons for any changes; 

7)  obtain feedback about the conduct of the audit from key people involved; 

8)  reported to the Board on the effectiveness of the external audit process; 

9)  review the appointment or reappointment of the external auditor, and information on the length of tenure 

of the current audit firm; 

10) review any non-audit services provided by the external auditor during the financial year and what, if any 

effect that would have to the audit process; and 

11) review the timing and timeline of the annual audit. 

Mark Badros 
Committee Chairman  
15 February 2022 

27 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Remuneration Committee Report  

Remuneration Committee 
The  Remuneration  Committee  is  responsible  for  establishing  and  proposing  to  the  Board  a  recommended 
framework for the remuneration of the Chairman, other directors and designated senior executives and, pursuant 
to the terms of the agreed framework, determining for such persons their total individual remuneration packages, 
including, where appropriate, bonuses, incentive payments and share options or other share awards.  

The  remuneration  of  Non-Executive  Directors  is  a  matter  for  the  Chairman  and  the  executive  members  of  the 
Board. No Director is involved in any decision as to his or her own remuneration. 

Details  on  the  activities  of  the  Remuneration  Committee  during  the  year  are  contained  in  the  Remuneration 
Committee Report below.  

During  the  year  ended  30  September  2021  and  up  to  the  signing  of  this  report,  the  Remuneration  Committee 
comprised Mark Badros, who acts as Chairman, and Gemma Cryan. The Remuneration Committee formally met 
once during year and all members attended the meeting. Director’s roles and remuneration were also a point for 
general Company board meetings throughout the year.  

Dear Shareholder, 
On  behalf  of  the  Board,  I  am  pleased  to  present  the  Remuneration  Committee  Report  for  the  year  ended  30 
September  2021.  The  Remuneration  Committee  is  responsible  for  establishing  and  proposing  to  the  Board  a 
recommended framework for the remuneration of the Chairman, other Directors and designated senior executives 
and,  pursuant  to  the  terms  of  the  agreed  framework,  determining  for  such  persons  their  total  individual 
remuneration packages, including, where appropriate, bonuses, incentive payments and share options or other 
share awards.  The Remuneration Committee is also responsible for ensuring the Company is compliant with all 
relevant consultant and employment contracts and HMRC responsibilities.  

As an AIM-listed company, Starvest is not required to comply with Schedule 8 of The Large and Medium-sized 
Companies and Groups (Accounts and Reports) Regulations 2008. The following disclosures are therefore made 
on a voluntary basis. The information is unaudited. 

Remuneration Committee Membership and Activities  

The Remuneration Committee’s members during the year were myself, as Chair of the Committee, and Gemma 
Cryan.  

The Committee met once during the year to perform the following activities: 

 
 
 

review Executive Director remuneration arrangements (including cash or shares in lieu) 
review and approve the Executive Directors’ performance  
review developments in corporate governance and best practice 

Remuneration Policy 

The Company’s remuneration policy is based on the following broad principles: 

 

 
 
 

to  provide  competitive  remuneration  packages  to  enable  the  Company  to  recruit,  retain  and  motivate 
individuals with the skills, capabilities and experience to achieve its objectives; 
to align the interests of management with the interests of shareholders;  
to ensure remuneration levels support the Company’s strategy; and 
to  align  pay  with  market  conditions  and  the  Company’s  activities,  taking  due  account  of  (i)  pay  and 
conditions throughout the Company and (ii) best practices of corporate governance. 

Executive remuneration consists of base pay. The Company does not currently have a bonus or incentive scheme 
in place. 

28 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

Remuneration Committee report, continued 

Executive Directors’ base pay is reviewed on an annual basis. 

The individual salaries and benefits of Executive Directors are reviewed and adjusted taking into account individual 
performance, market factors and sector conditions. 

The Committee reviews base salaries with reference to: 
• the individual’s role, performance and experience; 
• business performance and the external economic environment; and 
• salary increases across the Company. 

Any base salary increases are applied in line with the outcome of the review as part of which the Committee also 
considers average increases across the Company. 

Non-Executive Directors’ fees  
The Non-Executive Directors are paid a fee for carrying out their duties and responsibilities as disclosed in the 
table below.  

Service Contracts 
Callum Baxter 
Mr. Baxter entered into an updated agreement with the Company on 1 October 2018 to continue to serve as its 
Chairman and CEO. The service contract provides for part payments under PAYE in proportion to activities carried 
out on behalf of the Company within the UK as a non-resident Director at £80,000 per annum. After consideration 
in FY 2020 of the committee recommendation the Board agreed to a total remuneration of £60,000 for the coming 
year to be taken as cash or shares in lieu of cash payments (after any PAYE obligations are withheld).  

Gemma Cryan 
Miss Cryan entered into an updated employment agreement with the Company on 1 October 2018 to continue to 
serve  as  an  Executive  Director  The  employment  agreement  provided  for  an  annual  salary  of  £40,000.  After 
consideration in FY 2020 of the committee recommendation the Board agreed to a total remuneration of £53,000 
for  the  coming  year  to  be  taken  as  cash  or  shares  in  lieu  of  cash  payments  (after  any  PAYE  obligations  are 
withheld).  

Mark Badros 
Mr.  Badros entered  into  an agreement  with  the Company on 21 December  2018  to  serve  as a  Non-Executive 
Director.  The  agreement  provides  for  an  annual  fee  of  £20,000  taken  as  cash  or  shares  in  lieu  of  cash.  After 
consideration in FY 2020 of the committee recommendation the Board agreed to a total remuneration of £27,000 
for  the  coming  year  to  be  taken  as  cash  or  shares  in  lieu  of  cash  payments  (after  any  PAYE  obligations  are 
withheld).  

All Directors are elected by the shareholders at an annual or special meeting, to serve until the next election and 
until their successors are elected and qualified, or until their earlier death, resignation or removal. 

The Remuneration Committee notes that as the current arrangement of a single CEO/Chairman role is not best 
Corporate  Governance  practice  and  acknowledges  that  the  Board  regularly  and  formally  discusses  options  to 
rectify the situation.  

Board Member 

Annual Remuneration £  Bonus £ 

C Baxter  
G Cryan 
M Badros 

60,000 
53,000 
27,000 

Mark Badros 
Committee Chairman  
15 February 2022 

0 
0 
0 

29 

Shares  as  at  30 
Sept 2021 
7,892,459 

% holding as at 30 
Sept 2021 
13.61 

1,396,086 
148,648 

2.41 
0.26 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

INDEPENDENT AUDITOR’S REPORT TO THE MEMBERS OF STARVEST PLC 
Opinion  

We have audited the financial statements of Starvest Plc (the ‘company’) for the year ended 30 September 2021 
which comprise the Statement of Comprehensive Income, the Statement of Financial Position, the Statement of 
Changes  in  Equity,  the  Statement  of  Cash  Flows  and  notes  to  the  financial  statements,  including  significant 
accounting policies. The financial reporting framework that has been applied in their preparation is applicable law 
and United Kingdom Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in 
the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).  

In our opinion, the financial statements:  

  give a true and fair view of the state of the company’s affairs as at 30 September 2021 and of its loss for 

the year then ended;  

  have  been  properly  prepared  in  accordance  with  United  Kingdom  Generally  Accepted  Accounting 

Practice; and 

  have been prepared in accordance with the requirements of the Companies Act 2006.  

Basis for opinion  

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable 
law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit 
of the financial statements section of our report. We are independent of the company in accordance with the ethical 
requirements  that  are  relevant  to  our  audit  of  the  financial  statements  in  the  UK,  including  the  FRC’s  Ethical 
Standard as applied to listed entities, and we have fulfilled our other ethical responsibilities in accordance with 
these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide 
a basis for our opinion.  

Conclusions relating to going concern  

In  auditing  the  financial  statements,  we  have  concluded  that  the  Director's  use  of  the  going  concern  basis  of 
accounting  in  the  preparation  of  the  financial  statements  is  appropriate.  Our  evaluation  of  the  Directors’ 
assessment of the company’s ability to continue to adopt the going concern basis of accounting included a review 
of the cash flow forecasts prepared by management, challenging the assumptions made therein and evaluating 
the ability of the company to realise its Level 1 investments, if required, to meet its liabilities as they fall due. 

Based on the work  we  have performed,  we  have  not  identified  any  material uncertainties  relating to events or 
conditions that, individually or collectively, may cast significant  doubt on the company's ability to continue as a 
going concern for a period of at least twelve months from when the financial statements are authorised for issue. 

Our responsibilities and the  responsibilities of  the Directors with respect  to  going  concern are  described  in  the 
relevant sections of this report. 

Our application of materiality  

The scope of our audit was influenced by our application of materiality. The quantitative and qualitative thresholds for 
materiality determine the scope of our audit and the nature, timing and extent of our audit procedures. 

Materiality for the company financial statements was set at £422,000 (2020: £350,000). This was calculated based on 
3% of net assets. The benchmark used, which is unchanged from the prior year, is the one which we determined, in 
our professional judgment, to be the key principal benchmark within the financial statements relevant to shareholders 
of the company in assessing financial performance of the company. The key driver of the company and assessment of 
its performance is the performance and valuation of its investments. Performance materiality has been set at £295,400 
(2020: £245,000) being 70% of headline materiality.  

We  agreed  to  report  to  those  charged  with  governance  all  corrected  and  uncorrected  misstatements  we  identified 
through  our  audit  with  a  value  in  excess  of  £21,100  (2020:  £17,500).  We  also  agreed  to  report  any  other  audit 
misstatements below that threshold that we believe warranted reporting on qualitative grounds. 

30 

 
 
Starvest plc 
2021 Annual Report and Financial Statements 

INDEPENDENT AUDITOR’S REPORT TO THE MEMBERS OF STARVEST PLC, continued 
Our approach to the audit 

In designing our audit, we determined materiality, and assessed the risk of material misstatement in the financial 
statements. In particular, we looked at areas where the Directors made significant judgements, comprising the fair 
value of investments at level 2 or 3 of the fair value hierarchy. We also assessed the risk of management override 
of internal controls. 

Key audit matters  

Key audit matters are those matters that, in our professional judgment, were of most significance in our audit of 
the  financial  statements  of  the  current  period  and  include  the  most  significant  assessed  risks  of  material 
misstatement (whether or  not due to fraud) we identified, including those which had the  greatest effect on: the 
overall audit strategy, the allocation of resources in the audit; and directing the efforts of the engagement team. 
These matters were addressed in the context of our audit of the financial statements as a whole, and in forming 
our opinion thereon, and we do not provide a separate opinion on these matters.   

Key Audit Matter 

How our scope addressed this matter 

Financial assets at fair value through profit or loss 
(Note 11) 

Our work in this area included: 

The Company holds equity investments with a car-
rying value of £14.0m (2020: £17.8m) as at 30 Sep-
tember 2021. The portfolio consists largely of listed 
investments, which are valued under Level 1 of the 
fair value hierarchy.   

Unlisted  investments  are  subject  to  management 
valuation, and thus are exposed to significant levels 
of  management  judgement  and  estimation.  These 
investments have been written down to £Nil in pre-
vious periods. 

 

reviewing the valuation methodology for each 
type of investment held and ensuring the carrying 
values are supported by sufficient and appropri-
ate audit evidence;  

  ensuring that investments are categorised and 

disclosed correctly in accordance with UK GAAP; 

  agreeing year-end fair values to independent 

sources of price data; 

Based  on  the  significance  of  the  value  of  invest-
ments held at the year end, together with the need 
to exercise management judgement, this was deter-
mined a Key Audit Matter. 

 

reviewing disclosures in relation to the estimates 
and judgements made in assessing those invest-
ments held at fair value through profit or loss un-
der Tier 2 or 3 of the fair value hierarchy; 

  ensuring that the company has legal title to the 

investments held.; and 

 

tests of detail on investment additions and dis-
posals in the year. 

Other information  

The other information comprises the information included in the annual report, other than the financial statements 
and  our  auditor’s  report  thereon.  The  Directors  are  responsible  for  the  other  information  contained  within  the 
annual report. Our opinion on the  financial statements does not cover the other information  and, except to the 
extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our 
responsibility is to read the other information and, in doing so, consider whether the other information is materially 
inconsistent  with  the  financial  statements  or  our  knowledge  obtained  in  the  course  of  the  audit,  or  otherwise 
appears  to  be  materially  misstated.  If  we  identify  such  material  inconsistencies  or  apparent  material 
misstatements, we are required to determine whether this gives rise to a material misstatement in the financial 
statements  themselves.  If,  based  on  the  work  we  have  performed,  we  conclude  that  there  is  a  material 
misstatement of this other information, we are required to report that fact.  

31 

 
 
 
 
 
  
 
Starvest plc 
2021 Annual Report and Financial Statements 

INDEPENDENT AUDITOR’S REPORT TO THE MEMBERS OF STARVEST PLC, continued 

We have nothing to report in this regard.  

Opinions on other matters prescribed by the Companies Act 2006  

In our opinion, based on the work undertaken in the course of the audit:  

 

 

the information given in the strategic report and the directors’ report for the financial year for which the 
financial statements are prepared is consistent with the financial statements; and  
the  strategic  report  and  the  directors’  report  have  been  prepared  in  accordance  with  applicable  legal 
requirements.  

Matters on which we are required to report by exception  

In the light of the knowledge and understanding of the company and its environment obtained in the course of the 
audit, we have not identified material misstatements in the strategic report or the directors’ report.  

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires 
us to report to you if, in our opinion:  

  adequate accounting records have not been kept, or returns adequate for our audit have not been received 

from branches not visited by us; or  
the financial statements are not in agreement with the accounting records and returns; or  
 
 
certain disclosures of directors’ remuneration specified by law are not made; or  
  we have not received all the information and explanations we require for our audit.  

Responsibilities of directors  

As  explained  more  fully  in  the  statement  of  directors’  responsibilities,  the  directors  are  responsible  for  the 
preparation  of  the  financial  statements and  for being  satisfied  that  they give  a true and fair view, and for such 
internal control as the directors determine is necessary to enable the preparation of financial statements that are 
free from material misstatement, whether due to fraud or error.  

In preparing the financial statements, the directors are responsible for assessing the company’s ability to continue 
as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis 
of accounting unless the directors either intend to liquidate the company or to cease operations, or have no realistic 
alternative but to do so.  

Auditor’s responsibilities for the audit of the financial statements  

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free 
from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. 
Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance 
with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or 
error  and  are  considered  material  if,  individually  or  in  the  aggregate,  they  could  reasonably  be  expected  to 
influence the economic decisions of users taken on the basis of these financial statements.  

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures 
in  line  with  our  responsibilities,  outlined  above,  to  detect  material  misstatements  in  respect  of  irregularities, 
including  fraud.  The  extent  to  which  our  procedures  are  capable  of  detecting  irregularities,  including  fraud  is 
detailed below: 

  We obtained an understanding of the company and the sector in which it operates to identify laws and 
regulations  that  could  reasonably  be  expected  to  have  a  direct  effect  on  the  financial  statements.  We 
obtained our understanding in this regard through discussions with management and application of cu-
mulative audit knowledge. 

32 

 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

INDEPENDENT AUDITOR’S REPORT TO THE MEMBERS OF STARVEST PLC, continued 

  We determined the principal laws and regulations relevant to the company in this regard to be those arising 

from: 
-  Companies Act 2006 
-  FRS 102 
-  AIM Rules   

  We designed our audit procedures to ensure the audit team considered whether there were any indica-
tions of non-compliance by the company with those laws and regulations. These procedures included, but 
were not limited to: 
-  Enquiries of management 
-  Review of board minutes and other correspondence  
-  Review of the company’s related party transactions and disclosures  

  We also identified the risks of material misstatement of the financial statements due to fraud. We consid-
ered, in addition to the non-rebuttable presumption of a risk of fraud arising from management override of 
controls, that the existence and good title to investments represented the greatest risk of fraud. 

  We addressed the risk of fraud arising from management override of controls by performing audit proce-
dures which included, but were not limited to: the testing of journals;  reviewing accounting estimates for 
evidence of bias; and evaluating the business rationale of any significant transactions that are unusual or 
outside the normal course of business. 

Because  of  the inherent limitations of  an  audit,  there  is a  risk that we  will not  detect  all irregularities, including 
those leading to a material misstatement in the financial statements or non-compliance with regulation.  This risk 
increases the more that compliance with a law or regulation is removed from the events and transactions reflected 
in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is 
also  greater  regarding  irregularities  occurring  due  to  fraud  rather  than  error,  as  fraud  involves  intentional 
concealment, forgery, collusion, omission or misrepresentation. 

A  further  description  of  our  responsibilities  for  the  audit  of  the  financial  statements  is  located  on  the  Financial 
Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s 
report.  

Use of our report 

This report is made solely to the company’s members, as a body, in accordance with Chapter 3 of Part 16 of the 
Companies Act 2006.  Our audit work has been undertaken so that we might state to the company’s members 
those matters we are required to state to them in an auditor’s report and for no other purpose.  To the fullest extent 
permitted by law, we do not accept or assume responsibility to anyone, other than the company and the company's 
members as a body, for our audit work, for this report, or for the opinions we have formed. 

David Thompson (Senior Statutory Auditor)  
For and on behalf of PKF Littlejohn LLP 
Statutory Auditor 

15 February 2022 

15 Westferry Circus 
Canary Wharf 
London E14 4HD 

33 

 
 
 
 
 
                                                  
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

STATEMENT OF COMPREHENSIVE INCOME 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

Note 

Year ended 30 
September 2021 
£ 

Year ended 30 
September 2020 
£ 

Administrative expenses 

Gain on disposal of financial assets 

Movement in fair value of financial assets  
through profit or loss 

Investment income  

Operating (loss)/profit 

Interest receivable 

(Loss)/Profit on ordinary activities before tax 

Tax on (loss)/profit on ordinary activities 
(Loss)/Profit for the financial year attributable to 
Equity holders of the Company 

Earnings per share  
Basic  

Diluted 

11 

11 

5 

6 

8 

9 

9 

(290,993) 

19,339 

- 

(3,645,360) 

56,000 

(3,861,014) 

- 

(3,861,014) 

332,532 

(3,528,482) 

(303,259) 

59,146 

15,993,180 

- 

15,749,067 

38 

15,749,105 

(2,003,618) 

13,745,487 

(6.11 pence) 

(6.11 pence) 

24.22 pence 

24.22 pence 

There are no other recognised gains and losses in either year other than the result for the year. 

All operations are continuing. 

The accompanying accounting policies and notes form an integral part of these financial statements. 

34 

 
 
 
 
 
 
  
 
 
 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 Annual Report and Financial Statements 

STATEMENT OF FINANCIAL POSITION 
30 SEPTEMBER 2021 

Note 

Year ended 30 
September 2021 

£ 

Year ended 30 
September 2020 
£ 

Non-current assets 

Financial assets at fair value through profit or loss 

11 

Total fixed assets 

Current assets 

Trade and other receivables 

Cash and cash equivalents 

Total current assets 

Current liabilities 

Trade and other payables 

Total current liabilities 

Non-current liabilities 

Provision for deferred tax 

Total non-current liabilities 

Net assets 

Capital and reserves 

Called up share capital 

Share premium account 

Retained earnings 

Total equity shareholders’ funds 

10 

12 

8 

13 

14,038,887 
14,038,887 

17,825,053 
17,825,053 

63,539 

78,276 

141,815 

(85,627) 

(85,627) 

31,047 

120,365 

151,412 

(93,215) 

(93,215) 

(1,671,086) 

(1,671,086) 

(2,003,618) 

(2,003,618) 

12,423,989 

15,879,632 

579,820 

1,848,173 

9,995,996 

12,423,989 

575,740 

1,779,414 

13,524,478 

15,879,632 

These  financial  statements  were  approved  and  authorised  for  issue  by  the  Board  of  Directors  on  15  February 
2022. 

Signed on behalf of the Board of Directors 

Callum N Baxter 
Chairman and Chief Executive 

Company No. 03981468 

Gemma M Cryan 
Executive Director 

The accompanying accounting policies and notes form an integral part of these financial statements. 

35 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

STATEMENT OF CHANGES IN EQUITY 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

Share capital Share premium 

£ 

£ 

Retained 
earnings  
£ 

Total Equity 
attributable to 
shareholders 
£ 

At 1 October 2019  

559,279 

1,686,829 

(221,009) 

2,025,099 

Profit for the period  
Total comprehensive income  

Shares issued 
Total contributions by and distributions to 
owners 

- 
- 

16,461 

16,461 

- 
- 

13,745,487 
13,745,487 

13,745,487 
13,745,487 

92,585 

92,585 

- 

- 

109,046 

109,046 

At 30 September 2020 

575,740 

1,779,414 

13,524,478 

15,879,632 

Loss for the period  
Total comprehensive income 

Shares issued 
Total contributions by and distributions to 
owners 

- 
- 

4,080 

4,080 

- 
- 

(3,528,482) 
(3,528,482) 

(3,528,482) 
(3,528,482) 

68,759 

68,759 

- 

- 

72,839 

72,839 

At 30 September 2021 

579,820 

1,848,173 

9,995,996 

12,423,989 

36 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

STATEMENT OF CASH FLOWS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

Cash flows from operating activities 

Operating (loss)/profit 

Net interest receivable 

Shares issued in settlement of salary and fees 

Movement in fair value of investments 

Profit on sale of current asset investments 

(Increase)/decrease in debtors 

(Decrease)/increase in creditors 

Net cash used in operating activities 

Cash flows from investing activities 

Sale of current asset investments 

Net cash generated from investing activities 

Note 

30 September 

30 September 

2021 

£ 

2020 

£ 

(3,861,014) 

15,749,066 

- 

38 

72,839 

109,046 

3,645,360 

(15,993,180) 

(19,339) 

(32,493) 

(7,587) 

(59,290) 

83,491 

27,212 

(202,234) 

(83,617) 

160,145 

160,145 

143,815 

143,815 

Net (decrease)/increase in cash and cash equivalents  

Cash and cash equivalents at beginning of period 

Cash and cash equivalents at end of year 

15 

(42,089) 

120,365 

78,276 

60,198 

60,167 

120,365 

The accompanying notes and accounting policies form an integral part of these financial statements. 

37 

 
 
 
 
 
 
 
 
 
 
 
 
  
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

1. 

Company Information 

Starvest  plc  is  a  Public  Limited  Company  incorporated  in  England  &  Wales.  The  registered  office  is  Salisbury 
House,  London Wall, London, EC2M 5PS. The Company's shares are listed  on the AIM market of the  London 
Stock Exchange. These Financial Statements (the "Financial Statements") have been prepared and approved by 
the Directors on 15 February 2022 and signed on their behalf by Callum Baxter and Gemma Cryan. 

2. 

Basis of Preparation 

These  financial  statements  have  been  prepared  in  accordance  with  applicable  United  Kingdom  accounting 
standards,  including  Financial  Reporting  Standard  102  –  ‘The  Financial  Reporting  Standard  applicable  in  the 
United Kingdom and Republic of Ireland’ (‘FRS102’), and with the Companies Act 2006. The financial statements 
have been prepared on the historical cost basis. There are no fair value adjustments other than to the carrying 
value of the Company’s trade investments. The financial statements are presented in pounds sterling, which is 
also the functional currency of the company. 

Going concern 
The Company's day to day financing is from its available cash resources or via a bank overdraft and, on occasion, 
by  the  part  disposal  of  investments  and  use  of  short-term  loans.  The  continuation  of  the  Company's  formal 
overdraft facility may be reviewed going forward.  

The Directors are confident that adequate funding can be raised as required to meet the Company's current and 
future liabilities without resorting to the overdraft facility, which has been confirmed within the cash flow forecast 
prepared by the Board for the 12 months ending 28 February 2023. In the unlikely event that such finance could 
not be raised, the Directors could raise sufficient funds by disposal of certain of its current asset trade investments. 

As at the date of this report, the Company has no borrowings. 

For the reasons outlined above, the Directors are satisfied that the Company will be able to meet its current and 
future liabilities, and continue trading, for the foreseeable future and, in any event, for a period of not less than 
twelve months from the date of approving the financial statements. The preparation of the financial statements on 
a going concern basis is therefore considered to remain appropriate. 

3. 

Principal Accounting Policies  

Administrative expenses 
All administrative expenses are stated inclusive of VAT, where applicable, as the company is not eligible to reclaim 
VAT incurred on its costs. 

Taxation 
Corporation tax payable is provided on taxable profits at the current rates enacted or substantially enacted at the 
balance sheet date.  

Under  FRS102,  investments  are  valued  on  a  mark-to-market basis using  publicly quoted  trading  prices at year 
end irrespective of whether they are classified as fixed or current assets.  However, pursuant to Part 3, Chapter 3, 
Corporation  Tax  Act  2009, any increase  in the value of  a  current  asset  is  recognised  as  a  trading  profit  and 
immediately subject to  Corporation Tax when a company is classified as a trading company under HMRC rules 
and  regulations,  whereas an  increase  in  the  value  of  a  fixed  asset  is not  subject  to  taxation  until  the  asset  is 
disposed  of when  a  company  is classified  as an  investment  company.  Reported profit under UK GAAP is 
unaffected.  

38 

 
 
 
 
 
 
 
 
 
  
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

3. 

Principal Accounting Policies, continued 

Taxation, continued 
Historically, the Company’s previous board had filed as a trading company and described its investment portfolio 
the  Company’s 
as  a  current  asset. Following  a  comprehensive  review  of various 
investment portfolio  and  strategy,  including,  among  others, the  frequency,  timing,  liquidity,  trading  activities, 
development  stage and investment  horizon  of  such  investments  individually  and  the  portfolio  as  a  whole,  the 
Company’s  current  board  have  determined  the  Company  is  appropriately  classified as  an  investment 
company, and the investment portfolio is properly accounted for among the Company’s fixed assets. The Board 
do not consider this to be a change in accounting policy; rather, it is a correction in presentation to reflect more 
accurately the factual position.   

factors  related 

to 

Deferred tax 
Deferred tax is provided on an undiscounted full provision basis on all timing differences which have arisen but 
not reversed at the balance sheet date using rates of tax enacted or substantively enacted at the balance sheet 
date. 

Deferred tax assets are only recognised to the extent that it is probable that they will be recovered against the 
reversal of deferred tax liabilities or other future taxable profits and are recognised within debtors. The deferred 
tax assets and liabilities all relate to the same legal entity and being due to or from the same tax authority are 
offset on the balance sheet. 

FRS  102  requires  that  investments  are  valued  each  year  on  the  mark-to-market  basis  and  the  revaluation 
differences are reflected in the profit and loss account. However, the tax on any unrealised profit is calculated and 
shown in the accounts as if the profit had been realised, but there is then an adjustment in the deferred tax to 
move the tax that relates to the unrealised profit to the balance sheet. 

Foreign Currencies 
Transactions  in  foreign  currencies  are  recorded  at  the  rate  of  exchange  ruling  at  the  date  of  the  transaction. 
Monetary assets and liabilities denominated in a foreign currency are translated into the functional currency at the 
exchange rate ruling at the reporting date, unless specifically covered by foreign exchange contracts whereupon 
the contract rate is used.  

Investments 
Current investments are stated at mid-market publicly quoted prices. 

Investments in unlisted company shares are remeasured to available market values, or Directors’ valuations at 
each balance sheet date.  Gains and losses on remeasurement are recognised in the statement of comprehensive 
income for the period. As at 30 September 2021 unlisted shares were valued at £nil (2020: £nil). 

Investments in listed company shares are remeasured to market value at each balance sheet date.  Gains and 
losses on remeasurement are recognised in the statement of comprehensive income for the period. 

Investments  have  been  reclassified  from  current  assets  to  non-current  assets  in  these  financial  statements  to 
reflect the principal activity of the company and the long term nature of these assets. 

Dividend income  is recognised  in  the  income statement  when the  right  to receive payment  is established  from 
investee companies.  

Financial instruments: 
Trade and other receivables 
Trade and other receivables are not interest bearing and are recognised initially at fair value and subsequently 
measured at amortised cost using the effective interest method less provision for impairment. 

Cash and cash equivalents 
Cash and cash equivalents include cash on hand and deposits held at call with banks. 

39 

 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

3. 

Principal Accounting Policies, continued 

Trade and other payables 
Trade  and  other  payables  are  not  interest  bearing  and  are  recognised  initially  at  fair  value  and  subsequently 
measured at amortised cost. 

Financial liabilities 

All financial liabilities are recognised initially at fair value and are subsequently measured at amortised cost. There 
are no financial liabilities classified as being at fair value through the statement of comprehensive income. 

Share capital 
The Company’s ordinary shares are classified as equity. 

Share premium  
Represents premiums received on the initial issuing of the share capital. Any transaction costs associated with 
the issuing of shares are deducted from share premium, net of any related income tax benefits. 

Retained Earnings 
Retained earnings is the cumulative profit or loss that is held or retained and saved for future use as recognised 
in the statement of comprehensive income.  

4. 

Segmental Analysis 

Segmental information 
An operating segment is a distinguishable component of the Company that engages in business activities from 
which it may earn revenues and incur expenses, whose operating results are regularly reviewed by the Company’s 
chief  operating  decision  maker  to  make  decisions  about  the  allocation  of  resources  and  assessment  of 
performance and about which discrete financial information is available. 

The Company is to continue to operate as a single UK based segment with a single primary activity to invest in 
businesses so as to  generate a return for the shareholders. No segmental analysis has been disclosed as the 
Company has no other operating segments. The Directors will review the segmental analysis on a regular basis 
and update accordingly. 

The Company has not generated any revenues from external customers during the period. 

5. 

Operating Profit 

This is stated after charging: 

Auditor’s remuneration: 

- audit services 

- other services 

Director’s emoluments – note 7 

Year ended 30 
September 
2021 

Year ended 30 
September 
2020 

£ 

£ 

18,600 

18,000 

- 

- 

141,317 

141,058 

There are no employees, other than the Directors of the company (2020: Nil) 

40 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
 
   
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

6. 

Interest receivable 

Bank interest receivable 

7. 

Directors’ Emoluments 

Year ended
30 September 
2021 
£
-
-

Year ended
30 September 
2020 
£
38
38

There were no employees during the period apart from the directors. No directors had benefits accruing under 
money purchase pension schemes. 

Year ended 30 September 2021 
C Baxter 
G Cryan 
M Badros 

Year ended 30 September 2020 
C Baxter 
G Cryan 
M Badros  

Amounts 
paid to 
third parties 
– see note 
£ 
- 
- 
- 
- 

Shares 
issued in 
settlement 
of fees –
see note
£
45,000
27,839
-
72,839

Amounts 
paid to 
third parties  
– see note 
£ 
- 
- 
5,000 
5,000 

Shares 
issued in 
settlement
of fees –
see note
£
53,000
18,046
-
71,046

Total 
£ 
60,000 
54,317 
27,000 
141,317 

Total 
£ 
70,000 
47,558 
23,500 
141,058 

Pension 
£ 
- 
1,317 
- 
1,317 

Pension 
£ 

- 
1,058 
- 
1,058 

Salary and 
Fees
£
15,000
25,161
27,000
67,161

Salary and 
Fees
£
17,000
28,454
18,500
63,954

Amounts paid to third parties and shares issued in settlement of fees 
Included in the above are the following amounts paid to third parties: 

 

 

 

In  respect  of  the  management  services  of  Callum  Baxter,  £nil  (2020:  £38,000)  was  payable  to  Baxter 
Geological, a company of which he is a director and shareholder. Of his total remuneration, £45,000 (2020: 
£53,000) was settled in shares in the Company and at 30 September 2021 £15,000 (2020: £15,000) of 
his net salary remained outstanding. 
In respect of Gemma Cryan’s total remuneration £27,839 (2020: £18,046) was settled in shares in the 
Company and at 30 September 2021 £6,847 (2020: £10,380) of her net salary remained outstanding.   
In respect of the  professional services of  Mark Badros, £nil (2020: £5,000) was payable to Timberlake 
Capital Management, a company of which he is a director and shareholder.  At 30 September 2021 £6,750 
(2020: £6,750) of his net salary remained outstanding. 

41 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

8. 

Corporation Tax 

a) Analysis of (credit)/charge in the period 

United Kingdom corporation tax at 19% (2020: 19%) 

Deferred taxation at 25% (2020: 19%) 

b) Factors affecting tax charge for the period 

Year ended 30 
September 

Year ended 30 
September 

2021 

2020 

£ 

- 

£ 

- 

(332,532) 

(332,532) 

2,003,618 

2,003,618 

The tax assessed on the profit on ordinary activities for the year differs from the standard rate of corporation tax 
in the UK of 19% (2020: 19%). The differences are explained below: 

Year ended 30 
September 

Year ended 30 
September 

2021 

£ 

2020 

£ 

(Loss)/profit on ordinary activities before tax 

(3,861,014) 

15,749,105 

(Loss)/profit multiplied by standard rate of tax at 19% (2020: 19%) 

(733,593) 

2,992,330 

Effects of: 

Utilised against carried forward losses 

- 

(2,992,330) 

Losses carried forward not recognised as deferred tax assets 

733,593 

- 

Deferred tax (credit)/charge 

c) Deferred tax 

(332,532) 

2,003,618 

 (332,532) 

2,003,618 

Deferred tax liability b/fwd at 30 September 2020 and 2019 
Charge/(credit) for the year 
Deferred tax liability c/fwd at 30 September 2021 and 2020 

2,003,618 
(332,532) 
1,671,086 

- 
2,003,618 
2,003,618 

Capital losses b/fwd at 30 September 2020 and 2019 

(3,548,493) 

(3,505,488) 

Current year capital gains (losses) 

Capital losses c/fwd at 30 September 2021 and 2020 

Excess management expenses b/fwd at 30 September  

Current year excess management expenses 

Adjustments in respect of prior periods 

33,469 

(43,005) 

(3,515,024) 

(3,548,493) 

(1,655,253) 

(1,655,253) 

(290,993) 

(303,221) 

- 

- 

Excess management expenses c/fwd at 30 September 

(2,249,467) 

(1,655,253) 

42 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

8. 

Corporation Tax, continued 

c) Deferred tax, continued 

Total losses 

Profits b/fwd 

Current year pre-tax (loss)/profit 

Profits attributable to deferred tax 

Deferred tax at 25% (2020:19%) 

Year ended 30 
September 

Year ended 30 
September 

2021 

£ 

2020 

£ 

(5,764,491) 

(5,203,746) 

10,545,359 

(3,861,014) 

15,749,105 

6,684,345 

10,545,359 

1,671,086 

2,003,618 

A deferred tax liability provision of £332,532 has been released during the year (2020 provision: £2,003,618) on 
the future tax payable on profits, on disposal of investments. 

9. 

Earnings Per Share 

The basic earnings per share is derived by dividing the profit for the year attributable to ordinary shareholders by 
the weighted average number of shares in issue. 

(Loss)/profit for the year 

Weighted average number of Ordinary shares of £0.01 in issue 
(Loss)/profit per share – basic and diluted 

There are no potential dilutive shares in issue. 

Year ended
30 September 
2021 
£
(3,528,482)

Year ended
30 September 
2020 
£
13,745,487

57,755,713
(6.11 pence)

56,742,071
24.22 pence

43 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

10.  

Trade and Other Receivables 

Prepayments 
Funds held on account 

Short term loans to related parties 

Year ended
30 September 
2021 
£
61,548
1,991
63,539

Year ended
30 September 
2020 
£
28,895
2,152
31,047

  At 30 September 2021 loans to Equity Resources Ltd (“EQR”) totalling £20,000 (2020: £20,000) remain 
unpaid. The purpose of the loans was to assist EQR meet its necessary operational costs during a period 
when  it  seemed  inappropriate  that  EQR  should  realise  cash  from  its  investments.  The  advances  were 
made prior to appointment of the current board and approved by former directors at 0% interest with no 
formal agreement as to repayment date. The Company holds 28.41% of the equity in EQR. The Company 
has made a full provision for these loans, totalling £20,000. 

11.  

Financial assets at fair value through profit or loss 

Listed equity securities 

Fair value of investments at 1 October  
Additions  
Disposals 
Fair value (loss)/gain on investments  
Fair value at 30 September  

The fair value carrying values of the investments above were as follows: 
Quoted on AIM 
Quoted on foreign stock exchanges 

30 September 
2021
£

30 September 
2020
£

17,825,053
-
(140,806)
(3,645,360)
14,038,887

1,916,398
-
(84,525)
15,993,180
17,825,053

14,029,001
9,886
14,038,887

17,805,782
19,271
17,825,053

The Company has holdings in the companies described in the review of portfolio on pages 7 to 11.  Of these, the 
Company has holdings amounting to 20% or more of the issued share capital of the following companies: 

Name 
Equity Resources 
Limited – see note [1] 

Country of 
incorporation
England & 
Wales

Class of 
shares 
held 

Percentage 
of issued 
capital 

Profit for the 
last financial 
year 

Capital and 
reserves at 
last 
balance 
sheet date  

Ordinary 

28.41% 

£1,677 

(£37,737) 

Accounting 
year end 
31 May 
2021 

Note [1]: Equity Resources Limited is considered to be an associated undertaking. Equity accounting has not been 
used as Equity Resources Limited has a written down value of £nil.  

The Company’s share of the net liabilities of its Associates at 30 September 2021 is £10,721. The share of gross 
assets has been derived from the latest available financial information in respect of the Associates. The company’s 
share of the items making up the profit and loss account and cash flow statements of its Associates has not been 
disclosed as the numbers are not considered material. 

44 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

12. 

Trade and Other Payables: Amounts falling due within one year 

Trade creditors 
Accruals 
Employment costs 
Other payables 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

13. 

Share Capital 

The called up share capital of the Company was as follows: 

Called up, allotted, issued and fully paid  

As at 30 September 2019 
Issued 6 April 2020 in lieu of fees at 4.25p 
Issued 14 July 2020 in lieu of fees at 11.5p 
As at 30 September 2020 
Issued 2 June 2021 in lieu of fees at 18.5p 
Issued 27 July 2021 in lieu of fees at 16.5p 
As at 30 September 2021 

  30 September 
2021  
 £ 
33,143 
21,633 
30,841 
10 
85,627 

30 September 
2020 
 £
39,926
19,855
33,434
-
93,215

Number of Shares
55,927,832
1,107,057
539,097
57,573,986
275,635
132,410
57,982,031

£ 
559,279 
11,070 
5,391 
575,740 
50,992 
21,847 
648,579 

Share Warrants 
The Company currently has no unexercised warrants in issue. 

14.      Share options 
During  the  year  ended  30  September  2021  no  new  options  were  granted  and  the  Company  currently  has  no 
unexercised options in issue. 

15.    Cash and Cash Equivalents 

Cash at bank 
Net cash and cash equivalents 

Year ended 30 
September 2020
£
120,365
120,365

Cash flow
£
(42,089)
(42,089)

Year ended 30 
September 2021 
£ 
78,276 
78,276 

Capital Commitments 

16. 
As at 30 September 2021 and 30 September 2020, the Company had no commitments other than for expenses 
incurred in the normal course of business. 

17. 
There were no contingent liabilities at 30 September 2021 (2020: £nil). 

Contingent Liabilities 

45 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

Related Party Transactions 

18. 
During the year Greatland Gold plc, a company which Callum Baxter was formerly a director of, provided shared 
office space to the Company. At the year end there was £1,908 payable to Greatland Gold plc for October and  

November  2021  rent  (2020:  £1,217).  These  amounts  were  settled  in  full  on  1  October  and  29  October  2021 
respectively. 

There were no other related party transactions during the year other than those disclosed in notes 7 and 10. 

The  key  management  of  the  Company  are  considered  to  be  the  Directors,  the  compensation  for  whom  was 
£141,317 (2020: £141,058). Refer to note 7 for more information. 

Financial Instruments 

19. 
The  Company’s  financial  instruments  comprise  investments,  cash  at  bank  and  various  items  such  as  other 
debtors, loans and creditors. The Company has not entered into derivative transactions nor does it trade financial 
instruments as a matter of policy.  

Credit Risk 
The Company’s credit risk arises primarily from short term loans to related parties and the risk the counterparty 
fails to discharge its obligations. At 30 September 2021 there were no loans outstanding (2020: £nil). 

Liquidity Risk 
Liquidity risk arises from the management of cash funds and working capital. The risk is that the Company will fail 
to meet its financial obligations as they fall due. The Company operates within the constraints of available funds 
and cash flow projections are produced and regularly reviewed by management. 

Interest rate risk profile of financial assets 
The only financial assets (other than short term debtors) are cash at bank and in hand, which comprises money 
at  call.  The  interest  earned  in  the  year  was  negligible.  The  Directors  believe  the  fair  value  of  the  financial 
instruments is not materially different to the book value. 

Foreign currency risk 
The Company has no material exposure to foreign currency fluctuations. 

Market risk  
The Company is exposed to market risk in that the value of its investments would be expected to vary depending 
on trading activity of its shares.  

Categories of financial instruments 

Year ended 30 
September 

Year ended 30 
September 

2021 

£ 

2020 

  £ 

Financial assets 

Trade investments at fair value through profit and loss  

14,038,887 

17,825,053 

Cash and cash equivalents at amortised cost 

Investment funds held on account at amortised cost 

Financial liabilities at amortised cost 

Accruals and payables  

78,276 

1,991 

120,365 

2,152 

14,119,154 

17,947,570 

83,640 

83,640 

92,167 

92,167 

46 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Starvest plc 
2021 annual report and financial statements 

NOTES TO THE FINANCIAL STATEMENTS 
FOR THE YEAR ENDED 30 SEPTEMBER 2021 

Capital Management 

20. 
The Company’s objective when managing capital is to safeguard the entity’s ability to continue as a going concern 
and develop its investment activities to provide returns for shareholders. The Company’s funding comprises equity 
and debt. The directors consider the Company’s capital and reserves to be adequate. When considering the future 
capital requirements of the Company and the potential to fund specific investment activities, the directors consider 
the risk characteristics of all of the underlying assets in assessing the optimal capital structure. 

21. 
Events After the End of the Reporting Period 
There are no events after the end of the reporting period to disclose.  

22. 
There is no ultimate controlling party. 

Ultimate controlling party 

47