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Research combines comprehensive reports as well as short focused notes.

Metals market

Market analysis focused on long term cycles

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COVID-19 impact on base metal prices

This quick analysis shows the impact of COVID-19 on base metal prices in USD, AUD and CAD....

March 28, 2020

Financial investment to drive next silver boom amid industrial demand doubts

News article written by Anthony Barich from S&P Global Market Intelligence following my publication of the Silver Market Analysis...

March 23, 2020

Golden Mile Resources Ltd (ASX: G88) company profile

G88 current objective is to make a gold discovery.  G88 has assembled some geologically prospective ground holdings in strategic locationsG88 is exploring a number of projects in parallel to maximise the number of drilling targets and chances of successExploration programs are optimised to minimise cash burn Surface image of the historical workings at the Wildcat Prospect showing collar locations of the historical RC percussion drill holes and the AC drill holes completed by Golden Mile. ...

February 26, 2020

BMC Minerals (private) company profile

Within polymetallic deposits, volcanic massive sulphides or VMS typically present the best grades, but can be limited in size and are most often mined underground. The Kudz Ze Kayah project in Yukon has both the size (15.7 Mt ore reserve) and a valuable combination of base and precious metal grades (Zn, Cu, Pb, Ag, Au). Then it is close to surface and amenable to open pit mining. Overall a compelling mining project developed by a premier management team with a successful track record of financin...

February 19, 2020

Blackstone Minerals Ltd (ASX: BSX) company profile

Nothing beats a discovery in terms of share price performance. The King Cobra nickel sulphide mineralisation intersected at Ta Khoa is excellent news for the future of the project....

February 16, 2020

Pure Minerals Ltd (ASX: PM1) company profile

Pure Minerals Ltd (ASX: PM1), through its wholly owned subsidiary Queensland Pacific Metals, is focused on developing and implementing innovative processing technologies. PM1 aims to build a new treatment plant near Townsville, Queensland to produce nickel sulphate and cobalt sulphate.KEY ELEMENTS OF STRATEGYThe strategy consists of the following three key elements:Import quality (1.6% Ni) lateritic ore feed from New CaledoniaUse the DNi ProcessTM to produce a mixed hydroxide...

January 19, 2020

Blackstone Minerals Ltd (ASX:BSX) company profile

Blackstone Minerals Ltd (ASX: BSX) is a mineral exploration and development company, which acquired in May 2019 a 90% interest in the Ta Khoa nickel project in Vietnam. The Ta Khoa project includes the Ban Phuc nickel sulphide mine, which successfully operated from 2013 to 2016, when it shut due to low nickel prices (~US$8,000/t).Current price is now ~$14,000/t.The strategy consists of the following three key elements: Delineate a large disseminated sulphide mineral resourceIncrease th...

January 10, 2020

Nickel Market Analysis - Update

Here is an update of the nickel market analysis first published in June 2019 (8,000+ views). As well as updated charts, it contains new material. The next nickel price spike is now seen to start in 2021....

November 30, 2019

S&P Global News HPAL may hold key to nickel's future as forecast boom brought forward to 2021

News article written by Anthony Barich from S&P Global following the publication of the Nickel Market Analysis update by Terra Studio....

November 27, 2019

Blackstone Minerals Ltd (ASX: BSX) company profile

This is a new research and analytics product, which has the following characteristics: Short with good readability (compared to a comprehensive research report)Focused on strategy and value-add with opinions, estimates and some benchmarkingReceiving high viewing on social media platforms such as Linked IN ...

October 30, 2019

Financial investment to drive next silver boom amid industrial demand doubts

News article written by Anthony Barich from S&P Global Market Intelligence following my publication of the Silver Market Analysis....

October 4, 2019

Low Iron Petalite and Spodumene Concentrates

This 2-page note focus on the specifications, rarity and uses of low iron lithium concentrates....

September 14, 2019

Silver Market Analysis

Simply click chart to access a 20+ slide presentation including a brief analysis of the silver market and some benchmarking of ASX-listed companies with exposure to silver....

September 5, 2019

Research Report on Gulf Manganese Corporation Ltd (ASX: GMC)

Gulf Manganese Corporation is targeting low and medium carbon ferromanganese production using high quality manganese ore from West Timor, Indonesia. The research report includes a high level review of the manganese ore and ferromanganese markets....

August 20, 2019

The interview of John Prineas of St George Mining Ltd by Stockhead

The interview of John Prineas of St George Mining Ltd by Stockhead on 9th August 2019 includes one of Terra Studio's long term nickel price analysis chart....

August 9, 2019

Nickel Market Analysis

Here is the presentation delivered at the Energy, Mines & Money conference, Brisbane on 13th June 2019. Please contact me if you would to use or get an update on any of the slides....

June 30, 2019

Research Report on Xanadu Mines Ltd (ASX: XAM)

The research report on Xanadu Mines Ltd includes comprehensive benchmarking of large copper projects such as porphyry copper-gold and porphyry copper-molybdenum deposits:copper equivalent tonnage vs gradecapital intensity and initial mine lifeoperating costs...

June 3, 2019

Petalite Characteristics and Market

This 2-page research note focuses on petalite, a lithium mineral used in various industries such as glass and ceramics, tiles, projector lenses and alloys...

March 7, 2019

Flash Note on Nzuri Copper Ltd (ASX: NZC)

Flash Note produced on the day of the announcement of a cash offer received from Chengtun Mining Group Co. Ltd (a Chinese metals mining, trading and industrial group) to buy all shares of the company at a price of A$0.37 per share valuing the company at A$109.5m.Chengtun is a major player in the Kolwezi region of the DRC, having recently completed a major new US$150 million SX-EW processing facility with a cobalt hydroxide circuit,which will have many synergies with Nzuri’s flagship Kalongwe C...

February 27, 2019

Research Report on Lake Resources NL

The report includes some comparative analysis against a number of ASX and TSX listed peers developing brine projects in South America: AGY.ASX, AAL.TVX, LAC.TSX, LPI.ASX, NLC.TVX, LSC.TVX, ML.TVX, WML.TVX and an update of the recent merger and acquisition transactions....

December 17, 2018

Research Report on Prospect Resources Ltd (ASX: PSC)

The report includes comprehensive benchmarking as follows:peer transaction valuationmarket capitalisationmineral resource lithium grade vs tonnageore reserve lithium grade vs tonnage...

December 10, 2018

Research Report on Nzuri Copper Ltd (ASX: NZC)

The report includes comprehensive benchmarking as follows:enterprise value / mineral resource multiplecapex and market cap/capex ratiomineral resource cobalt grade vs tonnagemineral resource copper grade vs tonnageore reserve cobalt grade vs tonnagecapital intensityposition on cost curve...

July 30, 2018

Research Report on Ardea Resources Ltd (ASX: ARL)

The report includes a number of comparative analysis charts:enterprise value/mineral resource multipleenterprise value/ore reserve and EV/mill feed multiplesmineral resource nickel grade vs tonnagenickel ore feed and ore reserves: grade vs tonnage...

June 25, 2018

Research Report on Prospect Resources Ltd (ASX: PSC)

The report includes an update on transactions in the hard rock lithium sector:market capitalisationmineral resource lithium grade vs tonnageore reserve lithium grade vs tonnagecapital intensity and mine life...

April 5, 2018

Research Report on Myanmar Metals Ltd (ASX: MYL)

The report builds a scoping study with all the assumptions such as: resource to reserve conversion ratio, throughput, operating costs justified by benchmarking.enterprise value/mineral resource Zn Eq. metal content multiple + graderesource grade vs metal content (300+ projects)operating mines: mineral resource grade vs tonnage...

February 1, 2018 Posts 26-50 of 52 | Page prev next
 

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