SCEE – Diversification benefits

The recent trading update indicates strong FY22 conditions have extended well into FY23. Looking further out, we would be doing management a disservice if we did not assume at least some gains in revenue andRead more

GL1 has secured 100% of the Manna Project tenements and associated lithium rights. Consolidation of ownership solidifies GL1’s position, reduces operational complexity, and enhances project security. The transaction was funded by ~A$121M in equity raising,Read more

Argonaut has updated a map outlining select projects in non-producing companies with Resource estimates >1Moz Au, or potential to achieve >1Moz in the near term.  To access the full report please log in under theRead more

Shareholders are wading through some ordinary returns, and 2026 is a long way away. On the plus side it’s a liquid gold stock with a large reserve base trading at 1.1X NAV. To access theRead more

We release an updated chartpack following our prior analysis in July (see “Dust of those notes”, 29th July 2022). Short-term market and economic jitters keep our focus toward the back end of the mining cycle.Read more