Northern Star Resources Ltd (NST) - Margin Call

October 26, 2021

  Quantitative: Our valuation is $8.30 per share, based on a flat real gold price assumption. Qualitative: Staying with the spend and expand strategy to win out in the long term.  To access the full report please log in under the Client Area at the bottom of this page.   Argonaut’s Client Area allows...

Perseus Mining Ltd (PRU) - Yaouré's Quarter

October 25, 2021

Edikan disappointed again but that mattered little as Yaouré hit its straps. We start to factor in longer term value as Perseus turns its attention to near mine exploration and development opportunities.  To access the full report please log in under the Client Area at the bottom of this page.   Argonaut’s...

New Research - NexGen Energy (NXG) - A Nuclear Renaissance?

October 22, 2021

NexGen Energy’s (ASX:NXG, NYSE:NXE, TSX:NXE) main asset is the Rook I project, located on the south-western margin of the Athabasca basin. The high-grade Arrow deposit is hosted within stable crystalline basement, allowing exploitation through conventional underground mining methods. This week it was announced that global uranium producer JSC NAC...

Salt Lake Potash (SO4) - Appointment of Administrators & Receivers

October 21, 2021

On 20 October 2021 SO4 directors, having resolved the group companies were insolvent or likely to become insolvent, appointed Voluntary Administrators following discussions between SO4, secured creditors, and other key stakeholders.  Appointment of Receivers and Managers followed.  To access the full report please log in under the Client Area at...

WA Gold Explorers/Developers - Gold Projects In Selection Non-Producing ASX Listed Companies

October 18, 2021

With merger and acquisition activity in the Western Australian gold space heating up, Argonaut has compiled a map outlining select projects in non-producing companies with Resource estimates >1Moz Au, or high likelihood of achieving >1Moz in the near term.  To access the full report please log in under the Client...

De Grey (DEG) - Scoping Study Review

October 13, 2021

The Mallina scoping study sets the scene for a push to +450kozspa and the hitting zone of the major established gold miners. 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...

K2fly (K2F) - Addressing The Growth Opportunity

October 12, 2021

We pencil in forecasts that reflect an attractive growth opportunity and derive an initial valuation of $0.41.  The numbers support our intuitive view that a comprehensive software suite that helps miners meet ESG obligations has compelling appeal.  To access the full report please log in under the Client Area at...

Genesis Minerals (GMD) - Under New management

October 5, 2021

With board appointments bolstering its development credentials. Genesis’s Ulysses project ticks the right boxes. The project still has room to grow prior to development. Our target price of $0.20 is at a subjective premium to our valuation, and we expect this subjective premium to be backfilled as capital and...

New Research - NexGen Energy (NXG)

October 5, 2021

NexGen Initiation Argonaut has initiated research on NexGen Energy (ASX:NXG, NYSE:NXE, TSX:NXE) NXG’s primary asset is the Rook I project, located on the south-western margin of the Athabasca basin The high-grade Arrow deposit is hosted within stable crystalline basement, allowing exploitation through conventional underground mining methods Our financial modelling...