SCEE – Diversification benefits

Argonaut has reviewed quarterly results for select WA gold advanced explorers. This groups March Q lull in spending was short-lived with previous expenditure highs eclipsed. Spend will have to slow down unless strong results areRead more

Northern Star (NST) expects less gold production in in FY23 and FY24 than we had forecast as KCGM works to re-establish access to higher grade areas in the pit. The ramp-up in gold production fromRead more

We release a chartpack analysing mining services’ earnings expectations and asking whether capital-intensive companies are being dealt with too harshly by the market. We believe they are. Generally, we retain a positive long-term view ofRead more

This quarter OreCorp will present its Nyanzaga DFS. Most attention will be on capex and opex lines. We also expect to see a refined schedule that may bring forward higher value underground ounces in theRead more

Yaoure and Sissingue covered well for Edikan in the June quarter, while Block 14 development preparations began. Cash is accumulating rapidly, and market recognition continues to lag Argonaut’s valuation of the Company. To access theRead more