Valmec – Cheap given tailwinds

We attended a site tour of PLS’s Pilgangoora operation, which highlighted that the P1000 expansion project is on track and on budget, with the introduction of ore sorting a key debottlenecking addition to the flowRead more

Qoria has made a small strategic acquisition of OctopusBI (OBI), a data analytics provider, for $5M. Qoria raised $30M (pre costs) to fund the purchase and bolster the balance sheet. Our valuation increases from $0.40Read more

Argonaut initiates coverage of Turaco Gold (ASX:TCG) following a site visit and release of a maiden MRE at the recently acquired Afema Gold project in Côte d’Ivoire. TCG acquired the Afema Gold project in NovemberRead more

SPR has taken the first cut at its new Juniper Decline which marks a key milestone for the project and sets in motion work programs to restart Dalgaranga. We update our mining inventory to captureRead more

We attended a site tour to PMT’s Shaakichiuwaanaan spodumene project in Québec. The site tour reaffirmed our view of the scale and quality of the project, which places it firmly in the Tier 1 categoryRead more