Capricorn Metals Ltd (CMM) – Mt Gibson Makeover

CHN’s Gonneville PGE-Ni-Cu-Co project has been granted Major Project Status by the Australian Commonwealth Minister for Industry and Science. The move recognises the national significant of the Gonneville project, which is the only significant scaleRead more

WGX’s 1QFY25 production result was a record for the company at 77.4koz, however output was 8% lower than we had expected. We attribute the miss to variances in our ramp up profile for Bluebird/South Junction,Read more

Copper and gold prices have seen strong moves in recent months. We have upgraded our medium-term price outlook for both commodities, significantly enhancing A1M’s post FY26 earnings outlook. The efficient operation of Eloise and developmentRead more

CYL has released its annual reserve and resource update. The company has delivered impressive growth in both reserves and resources over the past year. Reserve now exceeds 1.0moz, although we note that reserves were previouslyRead more

NRW has won contracts worth a combined ~$469M this week, taking secured work for FY25 to +95% of ~$3.1B revenue guidance. This is a strong position, and apart from opportunities to convert more work toRead more