De Grey Mining Ltd (DEG) - Sizing Up Hemi

May 5, 2021

Discoveries at Diucon and Eagle, and a consequent lift in throughput presumptions, add 30% to our valuation. Exploration maintains momentum. 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...

Salt Lake Potash (SO4) - 3Q21 Update

May 3, 2021

O4 is on track to be the first of the Australian salt-lake project proponents to produce and sell SOP.  Successful commissioning and ramp up in the current quarter will be a key focus for the Company and investors.  Our valuation, which has been negatively impacted by revised currency assumptions,...

ASX Golds - What's Been Working For Gold Investors

May 3, 2021

A review of the ASX gold market since 2017 shows unloved, low profile mine operators can give shareholders the best returns.  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...

GR Engineering (GNG) - Mipac Acquisition

April 28, 2021

GNG’s growing work in hand, significant pipeline, strong balance sheet, and attractive dividend yield already made for a compelling BUY case.  The addition of a complementary business strengthens this view.  To access the full report please log in under the Client Area at the bottom of this page.     Argonaut’s Client...

Good Drinks (GDA) - Momentum Into Q4

April 27, 2021

GDA has established itself as an efficient independent brewer with a growing portfolio of increasingly well-recognised brands.  This makes it a strong competitor amongst smaller peers and an attractive target for a larger player.  To access the full report please log in under the Client Area at the bottom of...

Silver Lakes Resources (SLR) - All In Order

April 20, 2021

Well run gold company with increasing acquisition firepower. Hold for disciplined gold exposure.  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...

New Research: Centaurus Metals (CTM) - Jaguar In The Scope

April 15, 2021

Centaurus Metals (CTM) has released a ‘Base-case’ Scoping Study for development of the Jaguar nickel sulphide project in Brazil. This scenario incorporates a 2.7Mt flotation plant, fed from eight deposits with open pit and underground mining. The study generates robust financial outcomes over an initial 10-year mine life. We...

Perenti (PRN) - Reiterating Investment Case

April 15, 2021

We reiterate our BUY case and argue PRN’s Underground business alone underpins the current market valuation.  A turnaround in African Surface Mining may prove a swing factor.  We expect rigour around capital deployment to improve risk-adjusted returns despite emerging mining sector cost pressures and potential currency risks.  To access the...

Genesis Minerals (GMD) - Update MRE

March 30, 2021

Success at the drill bit has resulted in additional resource ounces at GMD’s Ulysses project. We anticipate future exploration success and note that in its current state the project supports a standalone mining operation. Updated Feasibility Study due next quarter.  To access the full report please log in under the...