2021 Metals and Mining IPOs Review

We recently visited Sovereign Metals’ (SVM) giant Kasiya rutile and graphite project in Malawi. Development of Kasiya would be transformational for both SVM and the nation. Beyond the immediate financial benefits, Malawi would become aRead more

GL1 has reported the results of a Scoping Study for the Company’s flagship Manna project. While the study’s financial model generates an impressive Pre-tax NPV, in our view, the use of US$2,500/t sale price forRead more

We have had to go back and revise up our expenditure estimates again. Sell recommendation retained. To access the full report please log in under the Client Area at the bottom of this page.  Argonaut’sRead more

No thrills or spills in DQ22 and better promised in the next six months. After fretting about the paucity of cash flow or progress towards long term targets, we figure Northern Star’s longer-term message isRead more

SRG’s interim results, its outlook, and the acquisition of Asset Care reinforces our positive view of the business and strategic direction. Recurring revenue is growing, organically and now acquisitively, underpinning near-term top-line growth while alsoRead more