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4th April 2020 - Corazon Mining Ltd (ASX: CZN) company profile

The key elements of CZN strategy are:

  1. Evaluate development options of mineral resources already delineated
  2. Explore for additional deposits in a promising large magmatic sulphide system

Key outcomes if successful

  1. Rebirth of a significant nickel sulphide production in a tier-1 jurisdiction
  2. Discovery of potentially highly significant nickel mineral resources with large tonnage disseminated sulphide mineralisation

Overall, potential for high value creation in a context of a global nickel sulphide production with limited expansion capacity.

28th March 2020 - 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.

The exchange rate reduces the impact more significantly when Australian dollars are considered rather than Canadian dollars.

26th Feb 2020 - Golden Mile Resources Ltd (ASX: G88) company profile

G88 current objective is to make a gold discovery. 

  1. G88 has assembled some geologically prospective ground holdings in strategic locations
  2. G88 is exploring a number of projects in parallel to maximise the number of drilling targets and chances of success
  3. Exploration 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. Significant intersections are shown for both RC drill holes (yellow) and the AC drill holes (red).

19th Feb 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 financing, permitting, building and operating similar projects.

16th Feb 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.

30th Oct 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 benchmarking
  • Receiving high viewing on social media platforms such as Linked IN 
  • Effective introduction of the company to new investors for the preparation of a roadshow or distribution at conferences
  • Content can be easily amended as the company reaches new milestones 

Sep 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.

Arcadia SC6.5 with 0.33% Fe2O3

Arcadia SC6.1 with 0.52% Fe2O3

Arcadia PT4.2 with 0.08% Fe2O3

14th Sep 2019 - Low Iron Petalite and Spodumene Concentrates

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

20th Aug 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.

3rd Jun 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 grade
  • capital intensity and initial mine life
  • operating costs

March 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

Distribution

Our research benefits from an extensive distribution network through a number of platforms including Evolution Equities, Fundexa, Linked IN, Terra Studio and Triple C Consulting. 

Our research posted on Linked IN typically receives thousands of viewers.

27th Feb 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 Copper-Cobalt Project.

30th July 2018 - Research Report on Nzuri Copper Ltd (ASX: NZC)

The report includes comprehensive benchmarking as follows:

  • enterprise value / mineral resource multiple
  • capex and market cap/capex ratio
  • mineral resource cobalt grade vs tonnage
  • mineral resource copper grade vs tonnage
  • ore reserve cobalt grade vs tonnage
  • capital intensity
  • position on cost curve

17th Dec 2018 - 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.

10th Dec 2018 - Research Report on Prospect Resources Ltd (ASX: PSC)

The report includes comprehensive benchmarking as follows:

  • peer transaction valuation
  • market capitalisation
  • mineral resource lithium grade vs tonnage
  • ore reserve lithium grade vs tonnage
  • capital intensity and mine life
  • position on hard rock lithium cost curve

    25th Jun 2018 - Research Report on Ardea Resources Ltd (ASX: ARL)

    The report includes a number of comparative analysis charts:

    • enterprise value/mineral resource multiple
    • enterprise value/ore reserve and EV/mill feed multiples
    • mineral resource nickel grade vs tonnage
    • nickel ore feed and ore reserves: grade vs tonnage
    • cobalt ore feed and ore reserves: grade vs tonnage
    • capital intensity of HPAL projects over time
    • ramp up of HPAL operations over time

    5th Apr 2018 - Research Report on Prospect Resources Ltd (ASX: PSC)

    The report includes an update on transactions in the hard rock lithium sector:

    • market capitalisation
    • mineral resource lithium grade vs tonnage
    • ore reserve lithium grade vs tonnage
    • capital intensity and mine life

    1st Feb 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 + grade
    • resource grade vs metal content (300+ projects)
    • operating mines: mineral resource grade vs tonnage
    • project: mineral resource grade vs tonnage
    • Bawdwin assumed mining inventory vs operating mines ore reserves
    • Bawdwin assumed mining inventory vs operating project ore reserves
    • capital intensity and mine life

    19th Oct 2017 - Research Report on Real Energy Corp. Ltd (ASX: RLE)

    The report includes a peer comparison with STX.ASX, CTP.ASX, COI.ASX, BUL.ASX, GLL.ASX on the basis of market capitalisation, cash, enterprise value, EV/2C, 2C, 3C, 2P and 3P.

    3rd Mar 2017 - Research Report on Resource Capital Gold Ltd (TSX-V: RCG)

    The report includes some benchmarking as follows:

    • enterprise value/mineral resource 
    • gold vs tonnage on North American advanced gold projects and mines
    • North American primary silver mines and projects: grade vs metal content

    Distribution

    Our research benefits from an extensive distribution network through a number of platforms including Evolution Equities, Fundexa, Linked IN, Share Collective, S&P Global, Terra Studio and Triple C Consulting. 

    Our research posted on Linked IN typically reaches thousands of viewers.