Argonaut’s view of the Mallina project’s development value is unchanged. The current level of cost and margin uncertainty is temporary. Exploration and takeover potential remain important. To access the full report please log in under the Client Area at the bottom of this page. Argonaut’s Client Area allows you to view delayed share prices,Read more
After a near record 106 Metals and Mining (M&M) listings on the ASX in 2021, the pace has been maintained with a further 44 hitting the screens in the first half of 2022. Recent market wavering will undoubtedly slow this rate in the near-future, but assumedly the wheels were already in motion for the 17Read more
At an early stage, the Kokoseb gold discovery shows potential to develop into a valuable project. To access the full report please log in under the Client Area at the bottom of this page. Argonaut’s Client Area allows you to view delayed share prices, access Argonaut’s wealth of Research as well as create custom portfoliosRead more
Mid-point of GNG’s revised FY22 revenue guidance is ~60% up on FY21’s top line, which itself was a record. We think there are more good years to come. The Company has an impressive resume, the balance sheet is solid, and dividends compelling. BUY. To access the full report please log in under the Client AreaRead more
A 300 m down-plunge step-out appears to show consistency of NE Bankan’s high-grade tongue at depth. One hole is not enough for us to adjust our assumed mining parameters but does provide further support for exploration upside factored into our NAV. The geometry, grade, and consistency of the NE Bankan deposit is textbook, as ifRead more
Since listing in March last year, Medallion Metals has completed 45 km of drilling at its Ravensthorpe Gold Project. 26 km of this drilling has been included in an updated Resource Estimate for the Kundip Gold Project. The headline of 1.1Mozs @ 2.1 g/t Au (1.4Moz @ 2.6 g/t AuEq when copper credits are considered)Read more
Lunnon Metals (LM8) has reported its initial Mineral Resource Estimate (MRE) for the Baker deposit at the Kambalda Nickel Project (KNP). The reported MRE is in line with our prior expectations and provides us with confidence that the KNP will continue to yield Resource growth. To access the full report please log in under theRead more
We review our model and find a higher SOP price largely offsets higher capex and opex assumptions. Once the challenges of funding, construction, and ramp-up are addressed, we expect Lake Mackay to emerge as the pre-eminent Australian potash project. We believe strong ESG credentials and low sovereign risk adds appeal in an environment where aRead more
AIC Mines’ (A1M) transition from explorer to producer is complete with Eloise performing in line with expectations, despite increasing macro cost pressures. The now, re-initiated Eloise Deeps sub-level cave will provide higher grade ore in approaching periods. Exploration across regional projects and the search for a second productive asset continues. To access the full reportRead more
Argonaut acted as Joint Lead Manager to a $6.0m Placement for Minbos Resources Limited (ASX:MNB). The Offer was underpinned by strong support from a number of new and existing sophisticated and professional investors. Funds will be utilised towards delivering important milestones for its Cabinda Phosphate Project and progress important fertilizer and carbon opportunities. Argonaut is delightedRead more
