Medallion Metals (MM8) – Kundip Growth, More to Come

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 underRead 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, theRead 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 forRead 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 withRead 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 theRead more