Atrum Coal – Rapidly building scale

We are tipping a resurrection of reputation with a good run of surplus cash flows for the rest of FY23 and into FY24, putting Ramelius in position to start developing post 2025 mine plans withRead more

Performances over the last four halves have been well ahead of those over the rest of the last decade. We expect this to establish a new, higher base for GNG, as its enhanced reputation andRead more

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