Salt Lake Potash (SO4) – SO4 Signs Three Offtake Agreements

Positive tone: AGM commentary was largely upbeat, and cautionary disclaimers were few relative to the last couple of years where labour and cost issues dominated discussions. There was a clear positive tone at the AGM’sRead more

GNG echoed the positive themes delivered by other engineering and construction firms at its AGM and provided FY24 revenue guidance matching last year’s. Visibility is strong, largely underpinning the top line numbers that we haveRead more

GDA continues to expand sales in a slowing beer market, indicating sales and marketing dollars have been well spent. The intention to make further inroads while smaller scale peers struggle is a sound strategy butRead more

NXG has received full Provincial Environmental Assessment approval for the Rook I Project. Receipt of this approval clears the way for early works and Federal approval advancement. Argonaut considers Rook I to be the world’sRead more

Positive signs in the last half have extended into FY24 with 1Q improvements in revenue and margin. MLG’s target for the latter is 15%, yet we find MLG is trading on attractive multiples even underRead more