On the 6th of May 2021 Global Lithium (GL1) listed on the ASX. GL1 main asset is the Marble Bar Lithium Project, containing the Archer Resource (10.5Mt grading 1.0% Li2O, 53ppm Ta2O5 and 49ppm SnO2 reported at a 0.6% Li2O cut-off). Excellent potential exists to generate shareholder value through category and tonnage improvement of theRead more
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The strategy to focus on recurring revenue streams has been well executed. Baseload work, a strong balance sheet, and an exposure to growth sectors places SRG well to pursue further solid organic gains in the coming years. To access the full report please log in under the Client Area at the bottom of this page. Read more
The Cobar Basin and surrounding areas have been mined for base and precious metals over 140 years. Cobar style deposits are typified by modest scale ~2-5Mt sulphide lenses containing variably abundant high-grade copper, lead, zinc, gold and silver. Recent recoveries in metal prices have reinvigorated production and exploration activity in the region. Cobar is homeRead more
It’s not just about ounces at Hemi. De Grey can also plan for solid margins for shareholders. 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 customRead more
Higher costs, lower output dent our valuation and erode some confidence. Remains undervalued though, with room to find its feet. 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 wellRead more
First Hemi resource estimates headline high but don’t budge our numbers. We look forward to continued exploration and a September scoping study for value markers. 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’sRead more
The rigorous approach to Lake Mackay development is a necessary precursor to funding, which we see as the key upcoming de-risking event. Reviewed modelling and valuation sensitivity analysis suggests tolerable downside risk and significant upside potential. To access the full report please log in under the Client Area at the bottom of this page. Argonaut’sRead more
Recently Medallion Metals reported first results from its inaugural drill program. Results were overall supportive of historical drilling at Gem Restored and a potential new mineralised lode was identified. We view these results as a positive first step towards Medallion Metals achieving its stated goal of establishing a Mineral Resource estimate in excess of 1MozRead more
Good apparent continuity of nickel sulphide mineralisation across the initial Golden Swan target zone in the early going. Nearby potential the next test. 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 ofRead more
Recent negative news provides near-term headwinds. However, we see value despite more conservative numbers that build in a “valley” in medium-term earnings, and beyond this think global tensions and risks will drive naval spend to ASB’s longer-term benefit. To access the full report please log in under the Client Area at the bottom of thisRead more